Avestar Capital’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 | $2.13M | Sell |
12,861
-461
| -3% | -$85.8K | 0.12% | 134 |
|
|
2026
Q1 | $2.76M | Buy |
13,322
+882
| +7% | +$161K | 0.18% | 98 |
|
|
2025
Q4 | $1.9M | Sell |
12,440
-1,250
| -9% | -$190K | 0.12% | 133 |
|
|
2025
Q3 | $2.13M | Buy |
13,690
+2,465
| +22% | +$382K | 0.14% | 122 |
|
|
2025
Q2 | $1.61M | Buy |
11,225
+339
| +3% | +$47.8K | 0.11% | 141 |
|
|
2025
Q1 | $1.82M | Buy |
10,886
+933
| +9% | +$146K | 0.16% | 112 |
|
|
2024
Q4 | $1.44M | Buy |
9,953
+904
| +10% | +$138K | 0.12% | 135 |
|
|
2024
Q3 | $1.33M | Sell |
9,049
-1,181
| -12% | -$176K | 0.14% | 123 |
|
|
2024
Q2 | $1.6M | Buy |
10,230
+1,477
| +17% | +$236K | 0.16% | 109 |
|
|
2024
Q1 | $1.38M | Buy |
8,753
+2,351
| +37% | +$355K | 0.14% | 124 |
|
|
2023
Q4 | $955K | Buy |
6,402
+277
| +5% | +$41.9K | 0.11% | 121 |
|
|
2023
Q3 | $1.03M | Buy |
6,125
+1,022
| +20% | +$165K | 0.15% | 94 |
|
|
2023
Q2 | $803K | Buy |
5,103
+432
| +9% | +$69.3K | 0.13% | 98 |
|
|
2023
Q1 | $762K | Sell |
4,671
-379
| -8% | -$63.5K | 0.14% | 94 |
|
|
2022
Q4 | $906K | Buy |
5,050
+359
| +8% | +$62.6K | 0.16% | 84 |
|
|
2022
Q3 | $674K | Sell |
4,691
-618
| -12% | -$94.3K | 0.17% | 87 |
|
|
2022
Q2 | $769K | Buy |
5,309
+2,006
| +61% | +$332K | 0.19% | 85 |
|
|
2022
Q1 | $538K | Sell |
3,303
-3,121
| -49% | -$448K | 0.09% | 215 |
|
|
2021
Q4 | $754K | Sell |
6,424
-2
| -0% | -$227 | 0.09% | 196 |
|
|
2021
Q3 | $652K | Buy |
6,426
+332
| +5% | +$33.1K | 0.08% | 246 |
|
|
2021
Q2 | $638K | Sell |
6,094
-315
| -5% | -$33.3K | 0.09% | 238 |
|
|
2021
Q1 | $674K | Buy |
6,409
+638
| +11% | +$62.3K | 0.15% | 145 |
|
|
2020
Q4 | $487K | Buy |
5,771
+206
| +4% | +$16.7K | 0.14% | 133 |
|
|
2020
Q3 | $395K | Buy |
+5,565
| New | +$468K | 0.13% | 135 |
|
|
2019
Q3 | – | Sell |
-1,688
| Closed | -$204K | – | 324 |
|
|
2019
Q2 | $204K | Buy |
1,688
+111
| +7% | +$13.4K | 0.13% | 108 |
|
|
2019
Q1 | $187K | Buy |
1,577
+506
| +47% | +$59.9K | 0.12% | 113 |
|
|
2018
Q4 | $108K | Sell |
1,071
-121
| -10% | -$14K | 0.07% | 171 |
|
|
2018
Q3 | $140K | Sell |
1,192
-258
| -18% | -$31.3K | 0.08% | 160 |
|
|
2018
Q2 | $172K | Sell |
1,450
-60
| -4% | -$7.45K | 0.11% | 127 |
|
|
2018
Q1 | $161K | Buy |
1,510
+116
| +8% | +$13.9K | 0.1% | 119 |
|
|
2017
Q4 | $165K | Buy |
+1,394
| New | +$165K | 0.12% | 99 |
|
Other funds holding CVX
AACR
Avestar Capital's CVX Position: Q2 2026 in Review
Avestar Capital reduced its Chevron (CVX) stake by 3.5% in Q2 2026, selling an estimated $85.8K and leaving 12,861 shares worth $2.13M. The position accounts for 0.12% of the portfolio, ranked #134.
Avestar Capital first reported a position in CVX in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.76M in Q1 2026. 1,993 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Avestar Capital held 12,861 shares of Chevron worth $2.13M as of Q2 2026.
- Avestar Capital sold 461 Chevron shares in Q2 2026, an estimated $85.8K.
- Chevron made up 0.12% of Avestar Capital's portfolio in Q2 2026, its #134 holding.
- Avestar Capital first reported a position in Chevron in Q4 2017 and has held it in 31 quarters since.
- Avestar Capital's Chevron position peaked at $2.76M in Q1 2026.
- 1,993 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.