Capital Investment Advisory Services’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 | $4.07M | Sell |
24,542
-1,374
| -5% | -$256K | 0.25% | 95 |
|
|
2026
Q1 | $5.36M | Buy |
25,916
+1,460
| +6% | +$266K | 0.39% | 59 |
|
|
2025
Q4 | $3.73M | Buy |
24,456
+847
| +4% | +$129K | 0.26% | 88 |
|
|
2025
Q3 | $3.67M | Sell |
23,609
-67
| -0.3% | -$10.4K | 0.29% | 81 |
|
|
2025
Q2 | $3.39M | Buy |
23,676
+360
| +2% | +$50.8K | 0.28% | 86 |
|
|
2025
Q1 | $3.9M | Buy |
23,316
+2,139
| +10% | +$335K | 0.35% | 69 |
|
|
2024
Q4 | $3.07M | Sell |
21,177
-1,069
| -5% | -$164K | 0.3% | 76 |
|
|
2024
Q3 | $3.28M | Sell |
22,246
-1,848
| -8% | -$275K | 0.31% | 78 |
|
|
2024
Q2 | $3.77M | Buy |
24,094
+223
| +0.9% | +$35.6K | 0.39% | 60 |
|
|
2024
Q1 | $3.77M | Sell |
23,871
-1,713
| -7% | -$258K | 0.4% | 53 |
|
|
2023
Q4 | $3.82M | Buy |
25,584
+191
| +0.8% | +$28.9K | 0.35% | 52 |
|
|
2023
Q3 | $4.28M | Buy |
25,393
+1,430
| +6% | +$231K | 0.42% | 37 |
|
|
2023
Q2 | $3.77M | Buy |
23,963
+1,134
| +5% | +$182K | 0.37% | 41 |
|
|
2023
Q1 | $3.72M | Sell |
22,829
-610
| -3% | -$102K | 0.44% | 42 |
|
|
2022
Q4 | $4.21M | Buy |
23,439
+322
| +1% | +$56.2K | 0.5% | 37 |
|
|
2022
Q3 | $3.32M | Sell |
23,117
-150
| -0.6% | -$22.9K | 0.43% | 44 |
|
|
2022
Q2 | $3.37M | Buy |
23,267
+384
| +2% | +$63.5K | 0.41% | 49 |
|
|
2022
Q1 | $3.73M | Buy |
22,883
+1,029
| +5% | +$148K | 0.41% | 46 |
|
|
2021
Q4 | $2.56M | Buy |
21,854
+768
| +4% | +$87.2K | 0.3% | 73 |
|
|
2021
Q3 | $2.14M | Buy |
21,086
+370
| +2% | +$36.9K | 0.27% | 75 |
|
|
2021
Q2 | $2.17M | Buy |
20,716
+17
| +0.1% | +$1.79K | 0.27% | 78 |
|
|
2021
Q1 | $2.17M | Buy |
20,699
+430
| +2% | +$42K | 0.31% | 78 |
|
|
2020
Q4 | $1.71M | Buy |
20,269
+2,519
| +14% | +$204K | 0.25% | 91 |
|
|
2020
Q3 | $1.28M | Buy |
17,750
+1,336
| +8% | +$112K | 0.24% | 94 |
|
|
2020
Q2 | $1.47M | Sell |
16,414
-1,021
| -6% | -$91.4K | 0.3% | 81 |
|
|
2020
Q1 | $1.26M | Sell |
17,435
-4,312
| -20% | -$426K | 0.31% | 71 |
|
|
2019
Q4 | $2.62M | Sell |
21,747
-297
| -1% | -$35K | 0.7% | 27 |
|
|
2019
Q3 | $2.61M | Sell |
22,044
-2,217
| -9% | -$269K | 0.73% | 22 |
|
|
2019
Q2 | $3.04M | Buy |
24,261
+8,139
| +50% | +$984K | 0.92% | 14 |
|
|
2019
Q1 | $1.99M | Sell |
16,122
-791
| -5% | -$93.6K | 0.74% | 21 |
|
|
2018
Q4 | $1.84M | Sell |
16,913
-1,636
| -9% | -$190K | 0.79% | 21 |
|
|
2018
Q3 | $2.27M | Buy |
18,549
+822
| +5% | +$99.7K | 1.06% | 19 |
|
|
2018
Q2 | $2.24M | Sell |
17,727
-207
| -1% | -$25.7K | 1.12% | 18 |
|
|
2018
Q1 | $2.04M | Buy |
17,934
+1,688
| +10% | +$202K | 1.14% | 20 |
|
|
2017
Q4 | $2.03M | Sell |
16,246
-342
| -2% | -$40.6K | 1.19% | 18 |
|
|
2017
Q3 | $1.95M | Buy |
16,588
+1,501
| +10% | +$164K | 1.2% | 18 |
|
|
2017
Q2 | $1.57M | Sell |
15,087
-374
| -2% | -$39.6K | 1.04% | 23 |
|
|
2017
Q1 | $1.66M | Sell |
15,461
-347
| -2% | -$38.9K | 1.22% | 17 |
|
|
2016
Q4 | $1.86M | Buy |
+15,808
| New | +$1.72M | 1.61% | 14 |
|
Other funds holding CVX
AACR
Capital Investment Advisory Services's CVX Position: Q2 2026 in Review
Capital Investment Advisory Services reduced its Chevron (CVX) stake by 5.3% in Q2 2026, selling an estimated $256K and leaving 24,542 shares worth $4.07M. The position accounts for 0.25% of the portfolio, ranked #95.
Capital Investment Advisory Services first reported a position in CVX in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.36M in Q1 2026. 2,476 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Capital Investment Advisory Services held 24,542 shares of Chevron worth $4.07M as of Q2 2026.
- Capital Investment Advisory Services sold 1,374 Chevron shares in Q2 2026, an estimated $256K.
- Chevron made up 0.25% of Capital Investment Advisory Services's portfolio in Q2 2026, its #95 holding.
- Capital Investment Advisory Services first reported a position in Chevron in Q4 2016 and has held it in 39 quarters since.
- Capital Investment Advisory Services's Chevron position peaked at $5.36M in Q1 2026.
- 2,476 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.