Arete Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.2M | Sell |
20,295
-2,066
| -9% | -$377K | 0.31% | 80 |
|
|
2025
Q4 | $3.41M | Buy |
22,361
+351
| +2% | +$53.5K | 0.21% | 103 |
|
|
2025
Q3 | $3.42M | Sell |
22,010
-606
| -3% | -$93.9K | 0.21% | 97 |
|
|
2025
Q2 | $3.24M | Buy |
22,616
+1,175
| +5% | +$166K | 0.23% | 91 |
|
|
2025
Q1 | $3.59M | Buy |
21,441
+821
| +4% | +$129K | 0.27% | 82 |
|
|
2024
Q4 | $2.99M | Buy |
20,620
+4,508
| +28% | +$690K | 0.22% | 99 |
|
|
2024
Q3 | $2.37M | Buy |
+16,112
| New | +$2.4M | 0.2% | 109 |
|
|
2024
Q1 | – | Sell |
-32,390
| Closed | -$4.83M | – | 451 |
|
|
2023
Q4 | $4.83M | Buy |
+32,390
| New | +$4.9M | 0.37% | 58 |
|
|
2023
Q3 | – | Sell |
-30,075
| Closed | -$4.73M | – | 543 |
|
|
2023
Q2 | $4.73M | Sell |
30,075
-120
| -0.4% | -$19.2K | 0.42% | 51 |
|
|
2023
Q1 | $4.93M | Buy |
30,195
+2,751
| +10% | +$461K | 0.4% | 56 |
|
|
2022
Q4 | $4.93B | Buy |
27,444
+3,261
| +13% | +$569K | 0.43% | 46 |
|
|
2022
Q3 | $3.47M | Buy |
24,183
+12,186
| +102% | +$1.86M | 0.34% | 60 |
|
|
2022
Q2 | $1.74M | Sell |
11,997
-853
| -7% | -$141K | 0.18% | 105 |
|
|
2022
Q1 | $2.09M | Sell |
12,850
-716
| -5% | -$103K | 0.18% | 111 |
|
|
2021
Q4 | $1.61M | Buy |
13,566
+2,653
| +24% | +$301K | 0.14% | 139 |
|
|
2021
Q3 | $1.11M | Buy |
10,913
+1,045
| +11% | +$104K | 0.12% | 160 |
|
|
2021
Q2 | $870K | Buy |
9,868
+635
| +7% | +$67K | 0.12% | 149 |
|
|
2021
Q1 | $968K | Buy |
9,233
+1,705
| +23% | +$166K | 0.12% | 165 |
|
|
2020
Q4 | $636K | Sell |
7,528
-5,366
| -42% | -$434K | 0.09% | 198 |
|
|
2020
Q3 | $919K | Sell |
12,894
-1,182
| -8% | -$99.4K | 0.14% | 157 |
|
|
2020
Q2 | $1.26M | Buy |
14,076
+1,066
| +8% | +$95.4K | 0.22% | 120 |
|
|
2020
Q1 | $940K | Sell |
13,010
-2,140
| -14% | -$211K | 0.19% | 126 |
|
|
2019
Q4 | $1.83M | Sell |
15,150
-420
| -3% | -$49.5K | 0.32% | 80 |
|
|
2019
Q3 | $1.85M | Buy |
15,570
+126
| +0.8% | +$15.3K | 0.35% | 74 |
|
|
2019
Q2 | $1.92M | Sell |
15,444
-158
| -1% | -$19.1K | 0.37% | 68 |
|
|
2019
Q1 | $1.92M | Buy |
15,602
+2,592
| +20% | +$307K | 0.4% | 60 |
|
|
2018
Q4 | $1.42M | Buy |
13,010
+4,832
| +59% | +$560K | 0.34% | 70 |
|
|
2018
Q3 | $1M | Buy |
8,178
+76
| +0.9% | +$9.22K | 0.22% | 112 |
|
|
2018
Q2 | $1.02M | Buy |
8,102
+3,788
| +88% | +$470K | 0.24% | 106 |
|
|
2018
Q1 | $491K | Buy |
4,314
+536
| +14% | +$64.1K | 0.16% | 165 |
|
|
2017
Q4 | $473K | Buy |
3,778
+665
| +21% | +$78.9K | 0.15% | 176 |
|
|
2017
Q3 | $366K | Buy |
3,113
+88
| +3% | +$9.61K | 0.15% | 191 |
|
|
2017
Q2 | $316K | Buy |
3,025
+650
| +27% | +$68.9K | 0.14% | 181 |
|
|
2017
Q1 | $255K | Hold |
2,375
| – | – | 0.11% | 168 |
|
|
2016
Q4 | $280K | Buy |
+2,375
| New | +$259K | 0.13% | 139 |
|
Other funds holding CVX
VCM
VPM
Arete Wealth Advisors's CVX Position: Q1 2026 in Review
Arete Wealth Advisors reduced its Chevron (CVX) stake by 9.2% in Q1 2026, selling an estimated $377K and leaving 20,295 shares worth $4.2M. The position accounts for 0.31% of the portfolio, ranked #80.
Arete Wealth Advisors first reported a position in CVX in Q4 2016 and has held it in 35 quarters since. The position peaked at $4.93B in Q4 2022. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Arete Wealth Advisors held 20,295 shares of Chevron worth $4.2M as of Q1 2026.
- Arete Wealth Advisors sold 2,066 Chevron shares in Q1 2026, an estimated $377K.
- Chevron made up 0.31% of Arete Wealth Advisors's portfolio in Q1 2026, its #80 holding.
- Arete Wealth Advisors first reported a position in Chevron in Q4 2016 and has held it in 35 quarters since.
- Arete Wealth Advisors's Chevron position peaked at $4.93B in Q4 2022.
- 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.