Conservest Capital 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 | $1.22M | Buy |
7,348
+65
| +0.9% | +$12.1K | 0.1% | 61 |
|
|
2026
Q1 | $1.51M | Buy |
7,283
+38
| +0.5% | +$6.93K | 0.14% | 51 |
|
|
2025
Q4 | $1.1M | Buy |
7,245
+16
| +0.2% | +$2.44K | 0.1% | 57 |
|
|
2025
Q3 | $1.12M | Buy |
7,229
+137
| +2% | +$21.2K | 0.1% | 54 |
|
|
2025
Q2 | $1.02M | Sell |
7,092
-214
| -3% | -$30.2K | 0.1% | 51 |
|
|
2025
Q1 | $1.22M | Buy |
7,306
+162
| +2% | +$25.4K | 0.13% | 45 |
|
|
2024
Q4 | $1.03M | Buy |
7,144
+171
| +2% | +$26.2K | 0.11% | 46 |
|
|
2024
Q3 | $1.1M | Hold |
6,973
| – | – | 0.11% | 45 |
|
|
2024
Q2 | $1.1M | Hold |
6,973
| – | – | 0.12% | 44 |
|
|
2024
Q1 | $1.1M | Buy |
6,973
+30
| +0.4% | +$4.53K | 0.11% | 45 |
|
|
2023
Q4 | $1.04M | Sell |
6,943
-445
| -6% | -$67.3K | 0.11% | 46 |
|
|
2023
Q3 | $1.25M | Sell |
7,388
-44
| -0.6% | -$7.11K | 0.15% | 39 |
|
|
2023
Q2 | $1.17M | Buy |
7,432
+30
| +0.4% | +$4.81K | 0.14% | 42 |
|
|
2023
Q1 | $1.21M | Buy |
7,402
+35
| +0.5% | +$5.87K | 0.14% | 42 |
|
|
2022
Q4 | $1.32M | Buy |
+7,367
| New | +$1.29M | 0.17% | 37 |
|
|
2022
Q3 | – | Sell |
-8,085
| Closed | -$1.23M | – | 35 |
|
|
2022
Q2 | $1.17M | Sell |
8,085
-20
| -0.2% | -$3.31K | 0.15% | 37 |
|
|
2022
Q1 | $1.32M | Sell |
8,105
-174
| -2% | -$25K | 0.15% | 36 |
|
|
2021
Q4 | $971K | Sell |
8,279
-537
| -6% | -$61K | 0.1% | 47 |
|
|
2021
Q3 | $894K | Sell |
8,816
-235
| -3% | -$23.4K | 0.1% | 45 |
|
|
2021
Q2 | $948K | Buy |
9,051
+508
| +6% | +$53.6K | 0.11% | 44 |
|
|
2021
Q1 | $895K | Buy |
8,543
+52
| +0.6% | +$5.08K | 0.1% | 42 |
|
|
2020
Q4 | $717K | Sell |
8,491
-7,742
| -48% | -$627K | 0.09% | 49 |
|
|
2020
Q3 | $1.17M | Sell |
16,233
-5,624
| -26% | -$473K | 0.16% | 37 |
|
|
2020
Q2 | $1.95M | Sell |
21,857
-891
| -4% | -$79.8K | 0.28% | 27 |
|
|
2020
Q1 | $1.65M | Buy |
22,748
+233
| +1% | +$23K | 0.27% | 27 |
|
|
2019
Q4 | $2.71M | Sell |
22,515
-18
| -0.1% | -$2.12K | 0.35% | 31 |
|
|
2019
Q3 | $2.67M | Buy |
22,533
+550
| +3% | +$66.8K | 0.39% | 30 |
|
|
2019
Q2 | $2.74M | Sell |
21,983
-928
| -4% | -$112K | 0.4% | 31 |
|
|
2019
Q1 | $2.82M | Buy |
22,911
+138
| +0.6% | +$16.3K | 0.42% | 32 |
|
|
2018
Q4 | $2.48M | Sell |
22,773
-3,199
| -12% | -$371K | 0.41% | 36 |
|
|
2018
Q3 | $3.18M | Sell |
25,972
-28
| -0.1% | -$3.4K | 0.47% | 32 |
|
|
2018
Q2 | $3.29M | Sell |
26,000
-22,597
| -46% | -$2.81M | 0.51% | 31 |
|
|
2018
Q1 | $5.54M | Sell |
48,597
-376
| -0.8% | -$44.9K | 1.21% | 15 |
|
|
2017
Q4 | $6.13M | Sell |
48,973
-319
| -0.6% | -$37.8K | 1.22% | 16 |
|
|
2017
Q3 | $5.79M | Sell |
49,292
-506
| -1% | -$55.2K | 0.92% | 23 |
|
|
2017
Q2 | $5.2M | Buy |
49,798
+214
| +0.4% | +$22.7K | 1.1% | 16 |
|
|
2017
Q1 | $5.32M | Buy |
+49,584
| New | +$5.56M | 1.13% | 16 |
|
Other funds holding CVX
AACR
Conservest Capital Advisors's CVX Position: Q2 2026 in Review
Conservest Capital Advisors increased its Chevron (CVX) stake by 0.89% in Q2 2026, buying an estimated $12.1K and bringing the position to 7,348 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #61.
Conservest Capital Advisors first reported a position in CVX in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.13M in Q4 2017. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Conservest Capital Advisors held 7,348 shares of Chevron worth $1.22M as of Q2 2026.
- Conservest Capital Advisors bought 65 Chevron shares in Q2 2026, an estimated $12.1K.
- Chevron made up 0.1% of Conservest Capital Advisors's portfolio in Q2 2026, its #61 holding.
- Conservest Capital Advisors first reported a position in Chevron in Q1 2017 and has held it in 37 quarters since.
- Conservest Capital Advisors's Chevron position peaked at $6.13M in Q4 2017.
- 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.