Ellenbecker Investment Group’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 | $606K | Sell |
3,656
-25
| -0.7% | -$4.65K | 0.07% | 70 |
|
|
2026
Q1 | $762K | Buy |
3,681
+149
| +4% | +$27.2K | 0.1% | 55 |
|
|
2025
Q4 | $538K | Buy |
3,532
+8
| +0.2% | +$1.22K | 0.08% | 68 |
|
|
2025
Q3 | $547K | Buy |
3,524
+26
| +0.7% | +$4.03K | 0.08% | 68 |
|
|
2025
Q2 | $501K | Sell |
3,498
-20
| -0.6% | -$2.82K | 0.08% | 70 |
|
|
2025
Q1 | $589K | Buy |
3,518
+25
| +0.7% | +$3.91K | 0.11% | 59 |
|
|
2024
Q4 | $506K | Sell |
3,493
-644
| -16% | -$98.6K | 0.09% | 67 |
|
|
2024
Q3 | $609K | Buy |
4,137
+34
| +0.8% | +$5.06K | 0.12% | 56 |
|
|
2024
Q2 | $642K | Sell |
4,103
-243
| -6% | -$38.7K | 0.13% | 53 |
|
|
2024
Q1 | $686K | Buy |
4,346
+65
| +2% | +$9.81K | 0.14% | 51 |
|
|
2023
Q4 | $638K | Sell |
4,281
-784
| -15% | -$119K | 0.15% | 52 |
|
|
2023
Q3 | $854K | Hold |
5,065
| – | – | 0.22% | 41 |
|
|
2023
Q2 | $797K | Buy |
5,065
+139
| +3% | +$22.3K | 0.2% | 41 |
|
|
2023
Q1 | $803K | Sell |
4,926
-51
| -1% | -$8.55K | 0.22% | 37 |
|
|
2022
Q4 | $893K | Buy |
4,977
+122
| +3% | +$21.3K | 0.26% | 35 |
|
|
2022
Q3 | $697K | Buy |
4,855
+74
| +2% | +$11.3K | 0.22% | 34 |
|
|
2022
Q2 | $692K | Buy |
4,781
+21
| +0.4% | +$3.47K | 0.21% | 35 |
|
|
2022
Q1 | $775K | Sell |
4,760
-47
| -1% | -$6.74K | 0.22% | 34 |
|
|
2021
Q4 | $564K | Buy |
4,807
+38
| +0.8% | +$4.32K | 0.16% | 40 |
|
|
2021
Q3 | $484K | Buy |
4,769
+236
| +5% | +$23.5K | 0.15% | 38 |
|
|
2021
Q2 | $475K | Buy |
4,533
+717
| +19% | +$75.7K | 0.16% | 39 |
|
|
2021
Q1 | $400K | Sell |
3,816
-54
| -1% | -$5.27K | 0.14% | 43 |
|
|
2020
Q4 | $327K | Buy |
3,870
+113
| +3% | +$9.15K | 0.12% | 46 |
|
|
2020
Q3 | $270K | Sell |
3,757
-34
| -0.9% | -$2.86K | 0.11% | 47 |
|
|
2020
Q2 | $338K | Buy |
3,791
+433
| +13% | +$38.8K | 0.17% | 39 |
|
|
2020
Q1 | $243K | Buy |
3,358
+510
| +18% | +$50.4K | 0.15% | 41 |
|
|
2019
Q4 | $343K | Buy |
2,848
+1
| +0% | +$118 | 0.18% | 42 |
|
|
2019
Q3 | $338K | Hold |
2,847
| – | – | 0.19% | 42 |
|
|
2019
Q2 | $354K | Buy |
2,847
+229
| +9% | +$27.7K | 0.21% | 41 |
|
|
2019
Q1 | $322K | Sell |
2,618
-1,023
| -28% | -$121K | 0.21% | 43 |
|
|
2018
Q4 | $396K | Buy |
+3,641
| New | +$422K | 0.31% | 32 |
|
Other funds holding CVX
Ellenbecker Investment Group's CVX Position: Q2 2026 in Review
Ellenbecker Investment Group reduced its Chevron (CVX) stake by 0.68% in Q2 2026, selling an estimated $4.65K and leaving 3,656 shares worth $606K. The position accounts for 0.07% of the portfolio, ranked #70.
Ellenbecker Investment Group first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $893K in Q4 2022. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Ellenbecker Investment Group held 3,656 shares of Chevron worth $606K as of Q2 2026.
- Ellenbecker Investment Group sold 25 Chevron shares in Q2 2026, an estimated $4.65K.
- Chevron made up 0.07% of Ellenbecker Investment Group's portfolio in Q2 2026, its #70 holding.
- Ellenbecker Investment Group first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- Ellenbecker Investment Group's Chevron position peaked at $893K in Q4 2022.
- 4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.