Cooper/Haims 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 | $1.18M | Sell |
5,723
-161
| -3% | -$29.4K | 0.56% | 24 |
|
|
2025
Q4 | $897K | Sell |
5,884
-372
| -6% | -$56.7K | 0.41% | 28 |
|
|
2025
Q3 | $972K | Buy |
6,256
+102
| +2% | +$15.8K | 0.45% | 26 |
|
|
2025
Q2 | $881K | Buy |
6,154
+47
| +0.8% | +$6.63K | 0.43% | 27 |
|
|
2025
Q1 | $1.02M | Sell |
6,107
-5
| -0.1% | -$783 | 0.55% | 25 |
|
|
2024
Q4 | $885K | Buy |
6,112
+1
| +0% | +$153 | 0.5% | 24 |
|
|
2024
Q3 | $900K | Sell |
6,111
-203
| -3% | -$30.2K | 0.49% | 24 |
|
|
2024
Q2 | $988K | Sell |
6,314
-103
| -2% | -$16.4K | 0.55% | 24 |
|
|
2024
Q1 | $1.01M | Buy |
6,417
+111
| +2% | +$16.8K | 0.59% | 24 |
|
|
2023
Q4 | $941K | Sell |
6,306
-63
| -1% | -$9.53K | 0.53% | 24 |
|
|
2023
Q3 | $1.07M | Buy |
6,369
+267
| +4% | +$43.1K | 0.84% | 18 |
|
|
2023
Q2 | $960K | Sell |
6,102
-117
| -2% | -$18.8K | 0.74% | 20 |
|
|
2023
Q1 | $1.01M | Sell |
6,219
-348
| -5% | -$58.3K | 0.81% | 19 |
|
|
2022
Q4 | $1.18M | Buy |
6,567
+202
| +3% | +$35.3K | 0.84% | 19 |
|
|
2022
Q3 | $915K | Sell |
6,365
-124
| -2% | -$18.9K | 0.76% | 20 |
|
|
2022
Q2 | $939K | Buy |
6,489
+51
| +0.8% | +$8.43K | 0.62% | 23 |
|
|
2022
Q1 | $1.05M | Sell |
6,438
-100
| -2% | -$14.3K | 0.68% | 22 |
|
|
2021
Q4 | $767K | Sell |
6,538
-99
| -1% | -$11.2K | 0.47% | 30 |
|
|
2021
Q3 | $673K | Sell |
6,637
-136
| -2% | -$13.6K | 0.41% | 32 |
|
|
2021
Q2 | $709K | Sell |
6,773
-42
| -0.6% | -$4.43K | 0.47% | 29 |
|
|
2021
Q1 | $714K | Sell |
6,815
-59
| -0.9% | -$5.76K | 0.51% | 26 |
|
|
2020
Q4 | $580K | Sell |
6,874
-224
| -3% | -$18.1K | 0.44% | 24 |
|
|
2020
Q3 | $511K | Sell |
7,098
-11
| -0.2% | -$925 | 0.42% | 23 |
|
|
2020
Q2 | $634K | Sell |
7,109
-158
| -2% | -$14.1K | 0.51% | 19 |
|
|
2020
Q1 | $527K | Sell |
7,267
-93
| -1% | -$9.19K | 0.46% | 18 |
|
|
2019
Q4 | $887K | Buy |
7,360
+232
| +3% | +$27.3K | 0.49% | 16 |
|
|
2019
Q3 | $845K | Hold |
7,128
| – | – | 0.52% | 15 |
|
|
2019
Q2 | $887K | Buy |
7,128
+31
| +0.4% | +$3.75K | 0.55% | 13 |
|
|
2019
Q1 | $874K | Sell |
7,097
-173
| -2% | -$20.5K | 0.56% | 15 |
|
|
2018
Q4 | $791K | Sell |
7,270
-4
| -0.1% | -$463 | 0.55% | 15 |
|
|
2018
Q3 | $889K | Buy |
7,274
+4
| +0.1% | +$485 | 0.61% | 15 |
|
|
2018
Q2 | $919K | Sell |
7,270
-614
| -8% | -$76.2K | 0.68% | 12 |
|
|
2018
Q1 | $899K | Buy |
7,884
+88
| +1% | +$10.5K | 0.79% | 11 |
|
|
2017
Q4 | $976K | Buy |
+7,796
| New | +$924K | 0.9% | 11 |
|
Other funds holding CVX
VCM
VPM
Cooper/Haims Advisors's CVX Position: Q1 2026 in Review
Cooper/Haims Advisors reduced its Chevron (CVX) stake by 2.7% in Q1 2026, selling an estimated $29.4K and leaving 5,723 shares worth $1.18M. The position accounts for 0.56% of the portfolio, ranked #24.
Cooper/Haims Advisors first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Cooper/Haims Advisors held 5,723 shares of Chevron worth $1.18M as of Q1 2026.
- Cooper/Haims Advisors sold 161 Chevron shares in Q1 2026, an estimated $29.4K.
- Chevron made up 0.56% of Cooper/Haims Advisors's portfolio in Q1 2026, its #24 holding.
- Cooper/Haims Advisors first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
- 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.