Continuum Advisory’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 | $4.79M | Buy |
23,144
+512
| +2% | +$93.4K | 0.46% | 51 |
|
|
2025
Q4 | $3.45M | Buy |
22,632
+1,429
| +7% | +$218K | 0.35% | 69 |
|
|
2025
Q3 | $3.29M | Buy |
21,203
+3,466
| +20% | +$537K | 0.35% | 77 |
|
|
2025
Q2 | $2.54M | Buy |
17,737
+300
| +2% | +$42.3K | 0.31% | 82 |
|
|
2025
Q1 | $2.92M | Buy |
17,437
+503
| +3% | +$78.7K | 0.38% | 64 |
|
|
2024
Q4 | $2.45M | Sell |
16,934
-477
| -3% | -$73K | 0.31% | 81 |
|
|
2024
Q3 | $2.82M | Buy |
17,411
+1,131
| +7% | +$168K | 0.36% | 65 |
|
|
2024
Q2 | $2.55M | Sell |
16,280
-172
| -1% | -$27.4K | 0.37% | 63 |
|
|
2024
Q1 | $2.72M | Sell |
16,452
-3,399
| -17% | -$513K | 0.41% | 55 |
|
|
2023
Q4 | $2.96M | Sell |
19,851
-3,622
| -15% | -$548K | 0.42% | 48 |
|
|
2023
Q3 | $3.96M | Buy |
23,473
+129
| +0.6% | +$20.8K | 0.63% | 29 |
|
|
2023
Q2 | $3.67M | Buy |
23,344
+2,585
| +12% | +$414K | 0.58% | 30 |
|
|
2023
Q1 | $3.39M | Buy |
20,759
+422
| +2% | +$70.8K | 0.57% | 34 |
|
|
2022
Q4 | $3.65M | Sell |
20,337
-103
| -0.5% | -$18K | 0.66% | 24 |
|
|
2022
Q3 | $2.94M | Buy |
20,440
+751
| +4% | +$115K | 0.52% | 40 |
|
|
2022
Q2 | $2.85M | Buy |
19,689
+652
| +3% | +$108K | 0.52% | 44 |
|
|
2022
Q1 | $2.98M | Buy |
19,037
+564
| +3% | +$80.9K | 0.57% | 35 |
|
|
2021
Q4 | $2.17M | Buy |
18,473
+860
| +5% | +$97.7K | 0.49% | 50 |
|
|
2021
Q3 | $1.79M | Sell |
17,613
-90
| -0.5% | -$8.98K | 0.48% | 50 |
|
|
2021
Q2 | $1.85M | Buy |
17,703
+1,452
| +9% | +$153K | 0.58% | 38 |
|
|
2021
Q1 | $1.68M | Sell |
16,251
-1,084
| -6% | -$106K | 0.7% | 40 |
|
|
2020
Q4 | $1.46M | Sell |
17,335
-1,670
| -9% | -$135K | 0.67% | 46 |
|
|
2020
Q3 | $1.34M | Buy |
19,005
+6,965
| +58% | +$586K | 0.73% | 40 |
|
|
2020
Q2 | $1.05M | Buy |
12,040
+245
| +2% | +$21.9K | 0.66% | 47 |
|
|
2020
Q1 | $809K | Buy |
11,795
+1,890
| +19% | +$187K | 0.54% | 53 |
|
|
2019
Q4 | $1.19M | Buy |
9,905
+883
| +10% | +$104K | 0.69% | 42 |
|
|
2019
Q3 | $1.05M | Sell |
9,022
-233
| -3% | -$28.3K | 0.7% | 41 |
|
|
2019
Q2 | $1.16M | Sell |
9,255
-817
| -8% | -$98.8K | 0.79% | 36 |
|
|
2019
Q1 | $1.26M | Buy |
10,072
+8
| +0.1% | +$946 | 0.94% | 30 |
|
|
2018
Q4 | $1.09M | Buy |
10,064
+640
| +7% | +$74.1K | 0.8% | 36 |
|
|
2018
Q3 | $1.17M | Sell |
9,424
-858
| -8% | -$104K | 0.78% | 36 |
|
|
2018
Q2 | $1.3M | Buy |
10,282
+421
| +4% | +$52.3K | 0.95% | 26 |
|
|
2018
Q1 | $1.13M | Sell |
9,861
-981
| -9% | -$117K | 0.94% | 29 |
|
|
2017
Q4 | $1.36M | Sell |
10,842
-1
| -0% | -$119 | 1.04% | 21 |
|
|
2017
Q3 | $1.27M | Sell |
10,843
-177
| -2% | -$19.3K | 1.12% | 20 |
|
|
2017
Q2 | $1.15M | Buy |
11,020
+1,788
| +19% | +$189K | 1.14% | 21 |
|
|
2017
Q1 | $991K | Buy |
+9,232
| New | +$1.04M | 1.19% | 22 |
|
Other funds holding CVX
VCM
VPM
Continuum Advisory's CVX Position: Q1 2026 in Review
Continuum Advisory increased its Chevron (CVX) stake by 2.3% in Q1 2026, buying an estimated $93.4K and bringing the position to 23,144 shares worth $4.79M. The position accounts for 0.46% of the portfolio, ranked #51.
Continuum Advisory first reported a position in CVX in Q1 2017 and has held it in 37 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Continuum Advisory held 23,144 shares of Chevron worth $4.79M as of Q1 2026.
- Continuum Advisory bought 512 Chevron shares in Q1 2026, an estimated $93.4K.
- Chevron made up 0.46% of Continuum Advisory's portfolio in Q1 2026, its #51 holding.
- Continuum Advisory first reported a position in Chevron in Q1 2017 and has held it in 37 quarters since.
- 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.