Claro 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 | $1.37M | Buy |
6,623
+1,075
| +19% | +$196K | 0.17% | 115 |
|
|
2025
Q4 | $846K | Buy |
5,548
+6
| +0.1% | +$914 | 0.12% | 155 |
|
|
2025
Q3 | $861K | Buy |
5,542
+250
| +5% | +$38.7K | 0.13% | 150 |
|
|
2025
Q2 | $758K | Sell |
5,292
-4,359
| -45% | -$614K | 0.13% | 154 |
|
|
2025
Q1 | $1.61M | Sell |
9,651
-64
| -0.7% | -$10K | 0.22% | 87 |
|
|
2024
Q4 | $1.41M | Sell |
9,715
-1,425
| -13% | -$218K | 0.19% | 98 |
|
|
2024
Q3 | $1.64M | Sell |
11,140
-207
| -2% | -$30.8K | 0.21% | 94 |
|
|
2024
Q2 | $1.77M | Buy |
11,347
+1,015
| +10% | +$162K | 0.28% | 69 |
|
|
2024
Q1 | $1.63M | Buy |
10,332
+1,855
| +22% | +$280K | 0.28% | 72 |
|
|
2023
Q4 | $1.26M | Sell |
8,477
-1,476
| -15% | -$223K | 0.27% | 77 |
|
|
2023
Q3 | $1.68M | Buy |
9,953
+818
| +9% | +$132K | 0.42% | 48 |
|
|
2023
Q2 | $1.44M | Buy |
9,135
+582
| +7% | +$93.3K | 0.36% | 58 |
|
|
2023
Q1 | $1.4M | Buy |
8,553
+180
| +2% | +$30.2K | 0.41% | 52 |
|
|
2022
Q4 | $1.5M | Buy |
8,373
+1,281
| +18% | +$224K | 0.49% | 48 |
|
|
2022
Q3 | $1.03M | Hold |
7,092
| – | – | 0.41% | 58 |
|
|
2022
Q2 | $1.03M | Buy |
7,092
+140
| +2% | +$23.1K | 0.41% | 58 |
|
|
2022
Q1 | $816K | Hold |
6,952
| – | – | 0.29% | 88 |
|
|
2021
Q4 | $816K | Buy |
6,952
+298
| +4% | +$33.9K | 0.29% | 88 |
|
|
2021
Q3 | $675K | Buy |
6,654
+407
| +7% | +$40.6K | 0.28% | 94 |
|
|
2021
Q2 | $654K | Buy |
6,247
+161
| +3% | +$17K | 0.29% | 92 |
|
|
2021
Q1 | $638K | Buy |
6,086
+246
| +4% | +$24K | 0.32% | 84 |
|
|
2020
Q4 | $493K | Sell |
5,840
-3,569
| -38% | -$289K | 0.26% | 111 |
|
|
2020
Q3 | $677K | Sell |
9,409
-210
| -2% | -$17.7K | 0.43% | 67 |
|
|
2020
Q2 | $858K | Buy |
9,619
+83
| +0.9% | +$7.43K | 0.59% | 37 |
|
|
2020
Q1 | $691K | Buy |
9,536
+465
| +5% | +$45.9K | 0.64% | 40 |
|
|
2019
Q4 | $1.09M | Buy |
9,071
+32
| +0.4% | +$3.77K | 0.84% | 30 |
|
|
2019
Q3 | $1.07M | Buy |
9,039
+98
| +1% | +$11.9K | 0.95% | 29 |
|
|
2019
Q2 | $1.11M | Buy |
8,941
+94
| +1% | +$11.4K | 1.03% | 25 |
|
|
2019
Q1 | $1.09M | Sell |
8,847
-5
| -0.1% | -$592 | 1.08% | 25 |
|
|
2018
Q4 | $1.08M | Buy |
+8,852
| New | +$1.03M | 0.87% | 21 |
|
Other funds holding CVX
VCM
VPM
Claro Advisors's CVX Position: Q1 2026 in Review
Claro Advisors increased its Chevron (CVX) stake by 19% in Q1 2026, buying an estimated $196K and bringing the position to 6,623 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #115.
Claro Advisors first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.77M in Q2 2024. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Claro Advisors held 6,623 shares of Chevron worth $1.37M as of Q1 2026.
- Claro Advisors bought 1,075 Chevron shares in Q1 2026, an estimated $196K.
- Chevron made up 0.17% of Claro Advisors's portfolio in Q1 2026, its #115 holding.
- Claro Advisors first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
- Claro Advisors's Chevron position peaked at $1.77M in Q2 2024.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.