Cambridge 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
Q2
$789K Sell
4,762
-178
-4% -$33.1K 0.14% 95
2026
Q1
$1.02M Buy
4,940
+157
+3% +$28.6K 0.2% 84
2025
Q4
$729K Sell
4,783
-99
-2% -$15.1K 0.14% 100
2025
Q3
$758K Buy
4,882
+2
+0% +$310 0.15% 94
2025
Q2
$699K Sell
4,880
-689
-12% -$97.1K 0.15% 92
2025
Q1
$932K Sell
5,569
-19
-0.3% -$2.97K 0.2% 78
2024
Q4
$809K Sell
5,588
-425
-7% -$65.1K 0.18% 84
2024
Q3
$886K Buy
6,013
+15
+0.3% +$2.23K 0.19% 80
2024
Q2
$938K Buy
5,998
+5
+0.1% +$797 0.22% 75
2024
Q1
$945K Sell
5,993
-485
-7% -$73.2K 0.22% 75
2023
Q4
$966K Sell
6,478
-130
-2% -$19.7K 0.24% 68
2023
Q3
$1.11M Hold
6,608
0.3% 57
2023
Q2
$1.04M Buy
6,608
+78
+1% +$12.5K 0.27% 63
2023
Q1
$1.07M Buy
6,530
+165
+3% +$27.7K 0.27% 63
2022
Q4
$1.14M Hold
6,365
0.31% 56
2022
Q3
$914K Buy
6,365
+145
+2% +$22.1K 0.26% 64
2022
Q2
$901K Hold
6,220
0.25% 66
2022
Q1
$1.01M Sell
6,220
-72
-1% -$10.3K 0.24% 67
2021
Q4
$738K Buy
6,292
+11
+0.2% +$1.25K 0.17% 96
2021
Q3
$637K Sell
6,281
-524
-8% -$52.3K 0.16% 96
2021
Q2
$713K Sell
6,805
-104
-2% -$11K 0.17% 89
2021
Q1
$724K Buy
6,909
+1
+0% +$98 0.19% 87
2020
Q4
$583K Sell
6,908
-124
-2% -$10K 0.16% 91
2020
Q3
$506K Sell
7,032
-49
-0.7% -$4.12K 0.15% 93
2020
Q2
$632K Buy
7,081
+106
+2% +$9.49K 0.2% 78
2020
Q1
$505K Sell
6,975
-1,057
-13% -$104K 0.18% 84
2019
Q4
$968K Sell
8,032
-210
-3% -$24.7K 0.3% 64
2019
Q3
$977K Buy
8,242
+1
+0% +$121 0.32% 53
2019
Q2
$1.03M Buy
8,241
+1
+0% +$121 0.34% 50
2019
Q1
$1.01M Sell
8,240
-900
-10% -$106K 0.35% 49
2018
Q4
$994K Buy
9,140
+6
+0.1% +$695 0.37% 49
2018
Q3
$1.12M Hold
9,134
0.38% 50
2018
Q2
$1.16M Buy
9,134
+1
+0% +$124 0.41% 48
2018
Q1
$1.04M Buy
9,133
+600
+7% +$71.7K 0.37% 50
2017
Q4
$1.07M Sell
8,533
-699
-8% -$82.9K 0.39% 50
2017
Q3
$1.08M Sell
9,232
-49
-0.5% -$5.35K 0.42% 46
2017
Q2
$968K Hold
9,281
0.39% 50
2017
Q1
$996K Sell
9,281
-245
-3% -$27.5K 0.41% 50
2016
Q4
$1.12M Buy
9,526
+2
+0% +$218 0.5% 45
2016
Q3
$980K Buy
9,524
+3
+0% +$306 0.43% 52
2016
Q2
$998K Buy
9,521
+3
+0% +$302 0.46% 48
2016
Q1
$908K Buy
9,518
+3
+0% +$262 0.42% 52
2015
Q4
$856K Sell
9,515
-697
-7% -$62.9K 0.49% 54
2015
Q3
$806K Buy
10,212
+1,040
+11% +$87.5K 0.48% 54
2015
Q2
$885K Buy
9,172
+1
+0% +$105 0.5% 54
2015
Q1
$963K Sell
9,171
-50
-0.5% -$5.34K 0.56% 51
2014
Q4
$1.03M Buy
+9,221
New +$1.05M 0.63% 45

Other funds holding CVX

Cambridge Advisors's CVX Position: Q2 2026 in Review

Cambridge Advisors reduced its Chevron (CVX) stake by 3.6% in Q2 2026, selling an estimated $33.1K and leaving 4,762 shares worth $789K. The position accounts for 0.14% of the portfolio, ranked #95.

Cambridge Advisors first reported a position in CVX in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.16M in Q2 2018. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cambridge Advisors held 4,762 shares of Chevron worth $789K as of Q2 2026.
  • Cambridge Advisors sold 178 Chevron shares in Q2 2026, an estimated $33.1K.
  • Chevron made up 0.14% of Cambridge Advisors's portfolio in Q2 2026, its #95 holding.
  • Cambridge Advisors first reported a position in Chevron in Q4 2014 and has held it in 47 quarters since.
  • Cambridge Advisors's Chevron position peaked at $1.16M in Q2 2018.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.