Formidable Asset Management’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 | $4.75M | Buy |
22,968
+458
| +2% | +$85.2K | 0.76% | 24 |
|
|
2026
Q1 | $3.43M | Sell |
22,510
-3,548
| -14% | -$647K | 0.53% | 36 |
|
|
2025
Q4 | $4.05M | Sell |
26,058
-300
| -1% | -$45.7K | 0.59% | 34 |
|
|
2025
Q3 | $3.77M | Buy |
26,358
+736
| +3% | +$114K | 0.59% | 32 |
|
|
2025
Q2 | $4.29M | Sell |
25,622
-63
| -0.2% | -$8.88K | 0.72% | 27 |
|
|
2025
Q1 | $4.3M | Buy |
25,685
+264
| +1% | +$41.3K | 0.72% | 27 |
|
|
2024
Q4 | $3.68M | Sell |
25,421
-1,511
| -6% | -$231K | 0.6% | 30 |
|
|
2024
Q3 | $3.97M | Sell |
26,932
-463
| -2% | -$68.9K | 0.63% | 28 |
|
|
2024
Q2 | $4.29M | Buy |
27,395
+991
| +4% | +$158K | 0.69% | 27 |
|
|
2024
Q1 | $4.16M | Buy |
26,404
+11,347
| +75% | +$1.71M | 0.68% | 26 |
|
|
2023
Q4 | $22.5M | Sell |
15,057
-347
| -2% | -$52.5K | 4.66% | 5 |
|
|
2023
Q3 | $2.6M | Sell |
15,404
-21
| -0.1% | -$3.39K | 0.58% | 25 |
|
|
2023
Q2 | $2.43M | Buy |
15,425
+505
| +3% | +$81K | 0.53% | 28 |
|
|
2023
Q1 | $2.53M | Sell |
14,920
-1,649
| -10% | -$276K | 0.53% | 26 |
|
|
2022
Q4 | $2.97M | Buy |
16,569
+1,146
| +7% | +$200K | 0.67% | 21 |
|
|
2022
Q3 | $2.7M | Sell |
15,423
-96
| -0.6% | -$14.6K | 0.63% | 23 |
|
|
2022
Q2 | $2.25M | Sell |
15,519
-1,007
| -6% | -$166K | 0.51% | 30 |
|
|
2022
Q1 | $2.69M | Sell |
16,526
-467
| -3% | -$67K | 0.52% | 33 |
|
|
2021
Q4 | $2.05M | Sell |
16,993
-41
| -0.2% | -$4.66K | 0.39% | 48 |
|
|
2021
Q3 | $1.73M | Sell |
17,034
-6,858
| -29% | -$684K | 0.32% | 55 |
|
|
2021
Q2 | $2.35M | Buy |
23,892
+7,639
| +47% | +$806K | 0.51% | 38 |
|
|
2021
Q1 | $1.72M | Sell |
16,253
-1,410
| -8% | -$138K | 0.37% | 55 |
|
|
2020
Q4 | $1.5M | Sell |
17,663
-562
| -3% | -$45.5K | 0.35% | 62 |
|
|
2020
Q3 | $1.3M | Sell |
18,225
-2,180
| -11% | -$183K | 0.38% | 58 |
|
|
2020
Q2 | $1.81M | Buy |
20,405
+1,585
| +8% | +$142K | 0.54% | 40 |
|
|
2020
Q1 | $1.36M | Buy |
18,820
+1,167
| +7% | +$115K | 0.54% | 40 |
|
|
2019
Q4 | $2.02M | Buy |
17,653
+15,387
| +679% | +$1.81M | 0.64% | 26 |
|
|
2019
Q3 | $269K | Sell |
2,266
-15,067
| -87% | -$1.83M | 0.25% | 68 |
|
|
2019
Q2 | $2.14M | Buy |
+17,333
| New | +$2.1M | 0.73% | 24 |
|
|
2019
Q1 | – | Sell |
-15,344
| Closed | -$1.67M | – | 199 |
|
|
2018
Q4 | $1.67M | Sell |
15,344
-219
| -1% | -$25.4K | 0.88% | 27 |
|
|
2018
Q3 | $1.95M | Sell |
15,563
-44
| -0.3% | -$5.34K | 0.77% | 26 |
|
|
2018
Q2 | $1.97M | Sell |
15,607
-280
| -2% | -$34.8K | 0.85% | 26 |
|
|
2018
Q1 | $1.81M | Sell |
15,887
-47
| -0.3% | -$5.62K | 0.91% | 21 |
|
|
2017
Q4 | $2M | Sell |
15,934
-575
| -3% | -$68.2K | 0.92% | 21 |
|
|
2017
Q3 | $1.94M | Buy |
16,509
+61
| +0.4% | +$6.66K | 0.82% | 17 |
|
|
2017
Q2 | $1.72M | Sell |
16,448
-1,040
| -6% | -$110K | 0.85% | 16 |
|
|
2017
Q1 | $1.87M | Buy |
17,488
+280
| +2% | +$31.4K | 0.81% | 17 |
|
|
2016
Q4 | $2.02M | Sell |
17,208
-287
| -2% | -$31.3K | 1.02% | 15 |
|
|
2016
Q3 | $1.8M | Buy |
17,495
+75
| +0.4% | +$7.66K | 0.9% | 17 |
|
|
2016
Q2 | $1.84M | Buy |
17,420
+1,213
| +7% | +$122K | 1.02% | 16 |
|
|
2016
Q1 | $1.65M | Sell |
16,207
-1,528
| -9% | -$134K | 1.16% | 13 |
|
|
2015
Q4 | $1.53M | Buy |
17,735
+164
| +0.9% | +$14.8K | 1.06% | 17 |
|
|
2015
Q3 | $1.39M | Buy |
17,571
+1,422
| +9% | +$120K | 0.93% | 18 |
|
|
2015
Q2 | $1.56M | Sell |
16,149
-369
| -2% | -$38.7K | 0.99% | 17 |
|
|
2015
Q1 | $1.78M | Sell |
16,518
-154
| -0.9% | -$16.4K | 1.17% | 15 |
|
|
2014
Q4 | $1.87M | Buy |
16,672
+1,935
| +13% | +$220K | 1.28% | 13 |
|
|
2014
Q3 | $1.72M | Sell |
14,737
-38
| -0.3% | -$4.85K | 1.14% | 18 |
|
|
2014
Q2 | $1.93M | Hold |
14,775
| – | – | 1.17% | 18 |
|
|
2014
Q1 | $1.86M | Buy |
14,775
+90
| +0.6% | +$10.5K | 1.3% | 17 |
|
|
2013
Q4 | $1.65M | Sell |
14,685
-570
| -4% | -$68.9K | 1.11% | 19 |
|
|
2013
Q3 | $1.84M | Buy |
+15,255
| New | +$1.88M | 1.59% | 14 |
|
Other funds holding CVX
AACR
Formidable Asset Management's CVX Position: Q2 2026 in Review
Formidable Asset Management increased its Chevron (CVX) stake by 2% in Q2 2026, buying an estimated $85.2K and bringing the position to 22,968 shares worth $4.75M. The position accounts for 0.76% of the portfolio, ranked #24.
Formidable Asset Management first reported a position in CVX in Q3 2013 and has held it in 51 quarters since. The position peaked at $22.5M in Q4 2023. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Formidable Asset Management held 22,968 shares of Chevron worth $4.75M as of Q2 2026.
- Formidable Asset Management bought 458 Chevron shares in Q2 2026, an estimated $85.2K.
- Chevron made up 0.76% of Formidable Asset Management's portfolio in Q2 2026, its #24 holding.
- Formidable Asset Management first reported a position in Chevron in Q3 2013 and has held it in 51 quarters since.
- Formidable Asset Management's Chevron position peaked at $22.5M in Q4 2023.
- 1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.