Armbruster Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $220K | Sell |
1,327
-698
| -34% | -$130K | 0.03% | 121 |
|
|
2026
Q1 | $419K | Hold |
2,025
| – | – | 0.07% | 98 |
|
|
2025
Q4 | $309K | Buy |
2,025
+312
| +18% | +$47.5K | 0.05% | 115 |
|
|
2025
Q3 | $266K | Sell |
1,713
-200
| -10% | -$31K | 0.05% | 120 |
|
|
2025
Q2 | $274K | Sell |
1,913
-54
| -3% | -$7.61K | 0.05% | 115 |
|
|
2025
Q1 | $329K | Sell |
1,967
-25
| -1% | -$3.91K | 0.07% | 105 |
|
|
2024
Q4 | $289K | Hold |
1,992
| – | – | 0.06% | 111 |
|
|
2024
Q3 | $293K | Buy |
1,992
+97
| +5% | +$14.4K | 0.06% | 106 |
|
|
2024
Q2 | $296K | Buy |
1,895
+7
| +0.4% | +$1.12K | 0.06% | 99 |
|
|
2024
Q1 | $298K | Hold |
1,888
| – | – | 0.06% | 92 |
|
|
2023
Q4 | $282K | Hold |
1,888
| – | – | 0.06% | 93 |
|
|
2023
Q3 | $318K | Sell |
1,888
-703
| -27% | -$114K | 0.08% | 85 |
|
|
2023
Q2 | $408K | Hold |
2,591
| – | – | 0.1% | 81 |
|
|
2023
Q1 | $423K | Hold |
2,591
| – | – | 0.11% | 75 |
|
|
2022
Q4 | $465K | Hold |
2,591
| – | – | 0.12% | 68 |
|
|
2022
Q3 | $372K | Hold |
2,591
| – | – | 0.11% | 82 |
|
|
2022
Q2 | $375K | Hold |
2,591
| – | – | 0.1% | 82 |
|
|
2022
Q1 | $422K | Buy |
2,591
+124
| +5% | +$17.8K | 0.1% | 88 |
|
|
2021
Q4 | $290K | Buy |
2,467
+9
| +0.4% | +$1.02K | 0.07% | 107 |
|
|
2021
Q3 | $249K | Hold |
2,458
| – | – | 0.07% | 82 |
|
|
2021
Q2 | $257K | Hold |
2,458
| – | – | 0.07% | 82 |
|
|
2021
Q1 | $258K | Buy |
2,458
+42
| +2% | +$4.1K | 0.08% | 80 |
|
|
2020
Q4 | $204K | Buy |
+2,416
| New | +$196K | 0.07% | 87 |
|
|
2020
Q3 | – | Sell |
-2,530
| Closed | -$226K | – | 87 |
|
|
2020
Q2 | $226K | Buy |
+2,530
| New | +$227K | 0.09% | 78 |
|
|
2020
Q1 | – | Sell |
-3,274
| Closed | -$395K | – | 78 |
|
|
2019
Q4 | $395K | Hold |
3,274
| – | – | 0.15% | 55 |
|
|
2019
Q3 | $388K | Hold |
3,274
| – | – | 0.16% | 53 |
|
|
2019
Q2 | $407K | Sell |
3,274
-100
| -3% | -$12.1K | 0.17% | 47 |
|
|
2019
Q1 | $416K | Buy |
3,374
+308
| +10% | +$36.4K | 0.18% | 48 |
|
|
2018
Q4 | $334K | Hold |
3,066
| – | – | 0.17% | 50 |
|
|
2018
Q3 | $375K | Sell |
3,066
-109
| -3% | -$13.2K | 0.16% | 50 |
|
|
2018
Q2 | $401K | Buy |
3,175
+175
| +6% | +$21.7K | 0.19% | 47 |
|
|
2018
Q1 | $342K | Hold |
3,000
| – | – | 0.16% | 47 |
|
|
2017
Q4 | $376K | Sell |
3,000
-65
| -2% | -$7.71K | 0.17% | 45 |
|
|
2017
Q3 | $360K | Sell |
3,065
-271
| -8% | -$29.6K | 0.18% | 44 |
|
|
2017
Q2 | $348K | Buy |
3,336
+119
| +4% | +$12.6K | 0.19% | 44 |
|
|
2017
Q1 | $345K | Hold |
3,217
| – | – | 0.19% | 44 |
|
|
2016
Q4 | $379K | Hold |
3,217
| – | – | 0.22% | 44 |
|
|
2016
Q3 | $331K | Sell |
3,217
-277
| -8% | -$28.3K | 0.21% | 45 |
|
|
2016
Q2 | $366K | Sell |
3,494
-337
| -9% | -$33.9K | 0.24% | 44 |
|
|
2016
Q1 | $365K | Buy |
3,831
+300
| +8% | +$26.2K | 0.25% | 42 |
|
|
2015
Q4 | $318K | Buy |
+3,531
| New | +$318K | 0.28% | 48 |
|
Other funds holding CVX
AACR
Armbruster Capital Management's CVX Position: Q2 2026 in Review
Armbruster Capital Management reduced its Chevron (CVX) stake by 34% in Q2 2026, selling an estimated $130K and leaving 1,327 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #121.
Armbruster Capital Management first reported a position in CVX in Q4 2015 and has held it in 41 quarters since. The position peaked at $465K in Q4 2022. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Armbruster Capital Management held 1,327 shares of Chevron worth $220K as of Q2 2026.
- Armbruster Capital Management sold 698 Chevron shares in Q2 2026, an estimated $130K.
- Chevron made up 0.03% of Armbruster Capital Management's portfolio in Q2 2026, its #121 holding.
- Armbruster Capital Management first reported a position in Chevron in Q4 2015 and has held it in 41 quarters since.
- Armbruster Capital Management's Chevron position peaked at $465K in Q4 2022.
- 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.