Fortem Financial 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 | $316K | Buy |
1,904
+291
| +18% | +$54.2K | 0.06% | 152 |
|
|
2026
Q1 | $334K | Buy |
+1,613
| New | +$294K | 0.08% | 142 |
|
|
2025
Q4 | – | Sell |
-1,416
| Closed | -$220K | – | 178 |
|
|
2025
Q3 | $220K | Sell |
1,416
-303
| -18% | -$46.9K | 0.06% | 154 |
|
|
2025
Q2 | $246K | Sell |
1,719
-342
| -17% | -$48.2K | 0.08% | 147 |
|
|
2025
Q1 | $345K | Sell |
2,061
-22
| -1% | -$3.44K | 0.13% | 143 |
|
|
2024
Q4 | $302K | Hold |
2,083
| – | – | 0.12% | 144 |
|
|
2024
Q3 | $307K | Sell |
2,083
-873
| -30% | -$130K | 0.12% | 147 |
|
|
2024
Q2 | $462K | Sell |
2,956
-401
| -12% | -$63.9K | 0.2% | 113 |
|
|
2024
Q1 | $529K | Buy |
3,357
+761
| +29% | +$115K | 0.23% | 109 |
|
|
2023
Q4 | $387K | Buy |
2,596
+758
| +41% | +$115K | 0.19% | 124 |
|
|
2023
Q3 | $310K | Sell |
1,838
-78
| -4% | -$12.6K | 0.18% | 127 |
|
|
2023
Q2 | $301K | Sell |
1,916
-63
| -3% | -$10.1K | 0.18% | 129 |
|
|
2023
Q1 | $323K | Sell |
1,979
-1,204
| -38% | -$202K | 0.21% | 114 |
|
|
2022
Q4 | $571K | Sell |
3,183
-29
| -0.9% | -$5.06K | 0.33% | 90 |
|
|
2022
Q3 | $461K | Sell |
3,212
-181
| -5% | -$27.6K | 0.32% | 95 |
|
|
2022
Q2 | $491K | Sell |
3,393
-10,648
| -76% | -$1.76M | 0.32% | 96 |
|
|
2022
Q1 | $2.29M | Buy |
14,041
+716
| +5% | +$103K | 1% | 32 |
|
|
2021
Q4 | $1.56M | Buy |
13,325
+58
| +0.4% | +$6.59K | 0.71% | 50 |
|
|
2021
Q3 | $1.35M | Buy |
13,267
+73
| +0.6% | +$7.28K | 0.68% | 53 |
|
|
2021
Q2 | $1.38M | Buy |
13,194
+1,175
| +10% | +$124K | 0.7% | 51 |
|
|
2021
Q1 | $1.26M | Buy |
12,019
+380
| +3% | +$37.1K | 0.73% | 52 |
|
|
2020
Q4 | $983K | Sell |
11,639
-1,308
| -10% | -$106K | 0.59% | 63 |
|
|
2020
Q3 | $932K | Sell |
12,947
-1,038
| -7% | -$87.3K | 0.67% | 53 |
|
|
2020
Q2 | $1.25M | Sell |
13,985
-5,013
| -26% | -$449K | 0.96% | 33 |
|
|
2020
Q1 | $1.38M | Buy |
18,998
+4,428
| +30% | +$438K | 1.25% | 28 |
|
|
2019
Q4 | $1.76M | Sell |
14,570
-540
| -4% | -$63.6K | 1.3% | 22 |
|
|
2019
Q3 | $1.79M | Buy |
15,110
+1,564
| +12% | +$190K | 1.53% | 20 |
|
|
2019
Q2 | $1.69M | Buy |
13,546
+130
| +1% | +$15.7K | 1.69% | 15 |
|
|
2019
Q1 | $1.65M | Buy |
13,416
+447
| +3% | +$52.9K | 1.72% | 15 |
|
|
2018
Q4 | $1.41M | Buy |
+12,969
| New | +$1.5M | 1.7% | 20 |
|
Other funds holding CVX
Fortem Financial Group's CVX Position: Q2 2026 in Review
Fortem Financial Group increased its Chevron (CVX) stake by 18% in Q2 2026, buying an estimated $54.2K and bringing the position to 1,904 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #152.
Fortem Financial Group first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.29M in Q1 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Fortem Financial Group held 1,904 shares of Chevron worth $316K as of Q2 2026.
- Fortem Financial Group bought 291 Chevron shares in Q2 2026, an estimated $54.2K.
- Chevron made up 0.06% of Fortem Financial Group's portfolio in Q2 2026, its #152 holding.
- Fortem Financial Group first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
- Fortem Financial Group's Chevron position peaked at $2.29M in Q1 2022.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.