Cornerstone 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
Q2 | $949K | Buy |
5,725
+100
| +2% | +$18.6K | 0.08% | 113 |
|
|
2026
Q1 | $1.16M | Buy |
5,625
+52
| +0.9% | +$9.48K | 0.11% | 103 |
|
|
2025
Q4 | $849K | Sell |
5,573
-363
| -6% | -$55.3K | 0.08% | 108 |
|
|
2025
Q3 | $922K | Buy |
5,936
+7
| +0.1% | +$1.08K | 0.09% | 100 |
|
|
2025
Q2 | $849K | Buy |
5,929
+769
| +15% | +$108K | 0.09% | 102 |
|
|
2025
Q1 | $700K | Buy |
5,160
+100
| +2% | +$15.7K | 0.08% | 119 |
|
|
2024
Q4 | $786K | Buy |
5,060
+1,104
| +28% | +$169K | 0.09% | 105 |
|
|
2024
Q3 | $583K | Sell |
3,956
-74
| -2% | -$11K | 0.08% | 118 |
|
|
2024
Q2 | $630K | Sell |
4,030
-2,234
| -36% | -$356K | 0.09% | 110 |
|
|
2024
Q1 | $988K | Buy |
6,264
+1,261
| +25% | +$190K | 0.14% | 85 |
|
|
2023
Q4 | $746K | Buy |
5,003
+767
| +18% | +$116K | 0.12% | 105 |
|
|
2023
Q3 | $714K | Buy |
4,236
+196
| +5% | +$31.7K | 0.13% | 102 |
|
|
2023
Q2 | $636K | Sell |
4,040
-675
| -14% | -$108K | 0.11% | 118 |
|
|
2023
Q1 | $769K | Sell |
4,715
-30
| -0.6% | -$5.03K | 0.14% | 105 |
|
|
2022
Q4 | $852K | Buy |
4,745
+1,262
| +36% | +$220K | 0.17% | 88 |
|
|
2022
Q3 | $501K | Buy |
3,483
+3
| +0.1% | +$458 | 0.11% | 118 |
|
|
2022
Q2 | $504K | Sell |
3,480
-1,909
| -35% | -$316K | 0.12% | 117 |
|
|
2022
Q1 | $878K | Buy |
5,389
+300
| +6% | +$43K | 0.13% | 120 |
|
|
2021
Q4 | $597K | Buy |
5,089
+1,900
| +60% | +$216K | 0.09% | 161 |
|
|
2021
Q3 | $324K | Buy |
3,189
+6
| +0.2% | +$598 | 0.05% | 185 |
|
|
2021
Q2 | $333K | Sell |
3,183
-8,022
| -72% | -$847K | 0.06% | 179 |
|
|
2021
Q1 | $1.17M | Sell |
11,205
-3,302
| -23% | -$322K | 0.22% | 84 |
|
|
2020
Q4 | $1.23M | Buy |
14,507
+1,965
| +16% | +$159K | 0.25% | 74 |
|
|
2020
Q3 | $903K | Buy |
12,542
+9,299
| +287% | +$782K | 0.21% | 91 |
|
|
2020
Q2 | $289K | Sell |
3,243
-84
| -3% | -$7.52K | 0.08% | 142 |
|
|
2020
Q1 | $241K | Buy |
3,327
+17
| +0.5% | +$1.68K | 0.07% | 136 |
|
|
2019
Q4 | $399K | Sell |
3,310
-176
| -5% | -$20.7K | 0.08% | 126 |
|
|
2019
Q3 | $414K | Buy |
3,486
+255
| +8% | +$31K | 0.09% | 119 |
|
|
2019
Q2 | $402K | Buy |
3,231
+149
| +5% | +$18K | 0.09% | 116 |
|
|
2019
Q1 | $380K | Buy |
3,082
+206
| +7% | +$24.4K | 0.08% | 121 |
|
|
2018
Q4 | $313K | Sell |
2,876
-44
| -2% | -$5.1K | 0.08% | 121 |
|
|
2018
Q3 | $357K | Sell |
2,920
-1
| -0% | -$121 | 0.11% | 114 |
|
|
2018
Q2 | $369K | Sell |
2,921
-227
| -7% | -$28.2K | 0.12% | 107 |
|
|
2018
Q1 | $359K | Sell |
3,148
-37
| -1% | -$4.42K | 0.13% | 108 |
|
|
2017
Q4 | $399K | Sell |
3,185
-52
| -2% | -$6.17K | 0.14% | 105 |
|
|
2017
Q3 | $380K | Buy |
3,237
+527
| +19% | +$57.5K | 0.13% | 108 |
|
|
2017
Q2 | $283K | Sell |
2,710
-826
| -23% | -$87.5K | 0.09% | 117 |
|
|
2017
Q1 | $380K | Sell |
3,536
-281
| -7% | -$31.5K | 0.19% | 75 |
|
|
2016
Q4 | $449K | Sell |
3,817
-9
| -0.2% | -$980 | 0.34% | 47 |
|
|
2016
Q3 | $394K | Sell |
3,826
-8
| -0.2% | -$817 | 0.32% | 49 |
|
|
2016
Q2 | $402K | Sell |
3,834
-283
| -7% | -$28.5K | 0.34% | 51 |
|
|
2016
Q1 | $393K | Hold |
4,117
| – | – | 0.34% | 52 |
|
|
2015
Q4 | $370K | Buy |
+4,117
| New | +$371K | 0.32% | 50 |
|
Other funds holding CVX
AACR
Cornerstone Advisory's CVX Position: Q2 2026 in Review
Cornerstone Advisory increased its Chevron (CVX) stake by 1.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 5,725 shares worth $949K. The position accounts for 0.08% of the portfolio, ranked #113.
Cornerstone Advisory first reported a position in CVX in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.23M in Q4 2020. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Cornerstone Advisory held 5,725 shares of Chevron worth $949K as of Q2 2026.
- Cornerstone Advisory bought 100 Chevron shares in Q2 2026, an estimated $18.6K.
- Chevron made up 0.08% of Cornerstone Advisory's portfolio in Q2 2026, its #113 holding.
- Cornerstone Advisory first reported a position in Chevron in Q4 2015 and has held it in 43 quarters since.
- Cornerstone Advisory's Chevron position peaked at $1.23M in Q4 2020.
- 1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.