Financial Consulate’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 | $778K | Buy |
3,762
+45
| +1% | +$8.21K | 0.1% | 61 |
|
|
2025
Q4 | $567K | Buy |
3,717
+27
| +0.7% | +$4.11K | 0.08% | 78 |
|
|
2025
Q3 | $573K | Buy |
+3,690
| New | +$571K | 0.08% | 83 |
|
|
2023
Q2 | – | Sell |
-3,507
| Closed | -$572K | – | 60 |
|
|
2023
Q1 | $572K | Buy |
3,507
+302
| +9% | +$50.6K | 0.2% | 57 |
|
|
2022
Q4 | $575K | Hold |
3,205
| – | – | 0.2% | 62 |
|
|
2022
Q3 | $460K | Hold |
3,205
| – | – | 0.19% | 60 |
|
|
2022
Q2 | $464K | Sell |
3,205
-1
| -0% | -$165 | 0.22% | 66 |
|
|
2022
Q1 | $522K | Hold |
3,206
| – | – | 0.2% | 65 |
|
|
2021
Q4 | $376K | Sell |
3,206
-222
| -6% | -$25.2K | 0.13% | 92 |
|
|
2021
Q3 | $348K | Hold |
3,428
| – | – | 0.13% | 89 |
|
|
2021
Q2 | $359K | Buy |
+3,428
| New | +$362K | 0.13% | 82 |
|
|
2020
Q1 | – | Sell |
-2,275
| Closed | -$274K | – | 98 |
|
|
2019
Q4 | $274K | Sell |
2,275
-12
| -0.5% | -$1.41K | 0.12% | 88 |
|
|
2019
Q3 | $271K | Sell |
2,287
-373
| -14% | -$45.3K | 0.12% | 86 |
|
|
2019
Q2 | $331K | Buy |
2,660
+200
| +8% | +$24.2K | 0.15% | 71 |
|
|
2019
Q1 | $303K | Sell |
2,460
-207
| -8% | -$24.5K | 0.14% | 87 |
|
|
2018
Q4 | $290K | Sell |
2,667
-128
| -5% | -$14.8K | 0.17% | 82 |
|
|
2018
Q3 | $342K | Hold |
2,795
| – | – | 0.19% | 84 |
|
|
2018
Q2 | $353K | Hold |
2,795
| – | – | 0.18% | 82 |
|
|
2018
Q1 | $319K | Sell |
2,795
-600
| -18% | -$71.7K | 0.17% | 85 |
|
|
2017
Q4 | $425K | Hold |
3,395
| – | – | 0.22% | 70 |
|
|
2017
Q3 | $399K | Buy |
3,395
+475
| +16% | +$51.8K | 0.22% | 70 |
|
|
2017
Q2 | $305K | Buy |
2,920
+286
| +11% | +$30.3K | 0.18% | 74 |
|
|
2017
Q1 | $283K | Hold |
2,634
| – | – | 0.18% | 73 |
|
|
2016
Q4 | $310K | Buy |
2,634
+648
| +33% | +$70.6K | 0.23% | 62 |
|
|
2016
Q3 | $204K | Sell |
1,986
-100
| -5% | -$10.2K | 0.18% | 64 |
|
|
2016
Q2 | $219K | Buy |
+2,086
| New | +$210K | 0.17% | 63 |
|
|
2015
Q3 | – | Sell |
-2,156
| Closed | -$208K | – | 63 |
|
|
2015
Q2 | $208K | Buy |
+2,156
| New | +$226K | 0.15% | 55 |
|
|
2015
Q1 | – | Sell |
-2,156
| Closed | -$242K | – | 59 |
|
|
2014
Q4 | $242K | Buy |
+2,156
| New | +$245K | 0.16% | 62 |
|
Other funds holding CVX
VCM
VPM
Financial Consulate's CVX Position: Q1 2026 in Review
Financial Consulate increased its Chevron (CVX) stake by 1.2% in Q1 2026, buying an estimated $8.21K and bringing the position to 3,762 shares worth $778K. The position accounts for 0.1% of the portfolio, ranked #61.
Financial Consulate first reported a position in CVX in Q4 2014 and has held it in 28 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Financial Consulate held 3,762 shares of Chevron worth $778K as of Q1 2026.
- Financial Consulate bought 45 Chevron shares in Q1 2026, an estimated $8.21K.
- Chevron made up 0.1% of Financial Consulate's portfolio in Q1 2026, its #61 holding.
- Financial Consulate first reported a position in Chevron in Q4 2014 and has held it in 28 quarters since.
- 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.