Financial Advocates Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-21,913
| Closed | -$3.14M | – | 186 |
|
|
2025
Q2 | $3.14M | Sell |
21,913
-6,723
| -23% | -$948K | 0.26% | 86 |
|
|
2025
Q1 | $4.79M | Sell |
28,636
-4,779
| -14% | -$748K | 0.34% | 66 |
|
|
2024
Q4 | $4.84M | Sell |
33,415
-1,339
| -4% | -$205K | 0.28% | 78 |
|
|
2024
Q3 | $5.12M | Sell |
34,754
-69
| -0.2% | -$10.3K | 0.29% | 79 |
|
|
2024
Q2 | $5.45M | Sell |
34,823
-4,547
| -12% | -$725K | 0.34% | 63 |
|
|
2024
Q1 | $6.21M | Buy |
39,370
+1,434
| +4% | +$216K | 0.36% | 67 |
|
|
2023
Q4 | $5.66M | Sell |
37,936
-11,240
| -23% | -$1.7M | 0.37% | 66 |
|
|
2023
Q3 | $8.29M | Buy |
49,176
+713
| +1% | +$115K | 0.6% | 33 |
|
|
2023
Q2 | $7.63M | Buy |
48,463
+14,150
| +41% | +$2.27M | 0.54% | 38 |
|
|
2023
Q1 | $5.6M | Sell |
34,313
-1,870
| -5% | -$314K | 0.4% | 53 |
|
|
2022
Q4 | $6.49M | Sell |
36,183
-4,088
| -10% | -$713K | 0.48% | 46 |
|
|
2022
Q3 | $4.59M | Sell |
40,271
-6,410
| -14% | -$978K | 0.38% | 66 |
|
|
2022
Q2 | $6.76M | Sell |
46,681
-17,422
| -27% | -$2.88M | 0.55% | 32 |
|
|
2022
Q1 | $10.4M | Buy |
64,103
+10,677
| +20% | +$1.53M | 0.69% | 25 |
|
|
2021
Q4 | $6.27M | Buy |
53,426
+140
| +0.3% | +$15.9K | 0.39% | 51 |
|
|
2021
Q3 | $5.41M | Buy |
53,286
+12,574
| +31% | +$1.25M | 0.37% | 59 |
|
|
2021
Q2 | $4.3M | Sell |
40,712
-14,076
| -26% | -$1.49M | 0.29% | 75 |
|
|
2021
Q1 | $5.75M | Sell |
54,788
-3,167
| -5% | -$309K | 0.41% | 52 |
|
|
2020
Q4 | $4.89M | Buy |
57,955
+9,605
| +20% | +$778K | 0.33% | 67 |
|
|
2020
Q3 | $3.48M | Buy |
48,350
+9,519
| +25% | +$801K | 0.3% | 76 |
|
|
2020
Q2 | $3.46M | Buy |
38,831
+9,704
| +33% | +$869K | 0.33% | 76 |
|
|
2020
Q1 | $2.11M | Sell |
29,127
-11,651
| -29% | -$1.15M | 0.3% | 83 |
|
|
2019
Q4 | $4.91M | Sell |
40,778
-681
| -2% | -$80.2K | 0.52% | 43 |
|
|
2019
Q3 | $4.92M | Buy |
41,459
+380
| +0.9% | +$46.1K | 0.56% | 41 |
|
|
2019
Q2 | $5.11M | Buy |
41,079
+2,132
| +5% | +$258K | 0.59% | 37 |
|
|
2019
Q1 | $4.8M | Sell |
38,947
-2,176
| -5% | -$257K | 0.6% | 37 |
|
|
2018
Q4 | $4.47M | Sell |
41,123
-10,999
| -21% | -$1.27M | 0.61% | 42 |
|
|
2018
Q3 | $6.37M | Buy |
52,122
+1,326
| +3% | +$161K | 0.71% | 25 |
|
|
2018
Q2 | $6.32M | Buy |
50,796
+5,207
| +11% | +$646K | 0.77% | 29 |
|
|
2018
Q1 | $5.2M | Buy |
45,589
+599
| +1% | +$71.6K | 0.68% | 35 |
|
|
2017
Q4 | $5.63M | Buy |
+44,990
| New | +$5.33M | 0.77% | 28 |
|
Other funds holding CVX
Financial Advocates Investment Management's CVX Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Chevron (CVX) in Q3 2025, closing a stake of 21,913 shares — an estimated $3.14M sold.
Financial Advocates Investment Management first reported a position in CVX in Q4 2017 and held it in 31 quarters. The position peaked at $10.4M in Q1 2022. 3,793 funds tracked by Wall St. Rank hold CVX as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 21,913 Chevron shares in Q3 2025, an estimated $3.14M.
- Financial Advocates Investment Management first reported a position in Chevron in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Chevron position peaked at $10.4M in Q1 2022.
- 3,793 funds tracked by Wall St. Rank held Chevron as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.