Foundations Investment Advisors’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 | $10.6M | Buy |
63,741
+4,848
| +8% | +$902K | 0.11% | 169 |
|
|
2026
Q1 | $12.2M | Buy |
58,893
+4,547
| +8% | +$829K | 0.15% | 145 |
|
|
2025
Q4 | $8.28M | Sell |
54,346
-10,907
| -17% | -$1.66M | 0.11% | 165 |
|
|
2025
Q3 | $10.1M | Buy |
65,253
+2,643
| +4% | +$409K | 0.15% | 136 |
|
|
2025
Q2 | $8.97M | Buy |
62,610
+3,504
| +6% | +$494K | 0.14% | 145 |
|
|
2025
Q1 | $9.89M | Sell |
59,106
-81,976
| -58% | -$12.8M | 0.18% | 128 |
|
|
2024
Q4 | $20.4M | Buy |
141,082
+16,706
| +13% | +$2.56M | 0.39% | 63 |
|
|
2024
Q3 | $18.3M | Sell |
124,376
-2,645
| -2% | -$394K | 0.38% | 62 |
|
|
2024
Q2 | $19.9M | Buy |
127,021
+17,460
| +16% | +$2.78M | 0.48% | 51 |
|
|
2024
Q1 | $17.3M | Buy |
109,561
+5,958
| +6% | +$899K | 0.45% | 55 |
|
|
2023
Q4 | $15.3M | Buy |
103,603
+18,784
| +22% | +$2.84M | 0.41% | 54 |
|
|
2023
Q3 | $14.3M | Buy |
84,819
+13,521
| +19% | +$2.18M | 0.44% | 49 |
|
|
2023
Q2 | $11.2M | Buy |
71,298
+8,727
| +14% | +$1.4M | 0.37% | 49 |
|
|
2023
Q1 | $10.2M | Buy |
62,571
+4,437
| +8% | +$744K | 0.37% | 45 |
|
|
2022
Q4 | $10.4M | Buy |
58,134
+38,247
| +192% | +$6.67M | 0.42% | 40 |
|
|
2022
Q3 | $2.86M | Buy |
19,887
+3,507
| +21% | +$535K | 0.12% | 75 |
|
|
2022
Q2 | $2.31M | Buy |
16,380
+1,279
| +8% | +$211K | 0.1% | 89 |
|
|
2022
Q1 | $2.59M | Sell |
15,101
-725
| -5% | -$104K | 0.1% | 81 |
|
|
2021
Q4 | $2.02M | Buy |
15,826
+1,162
| +8% | +$132K | 0.08% | 92 |
|
|
2021
Q3 | $1.55M | Buy |
14,664
+8,379
| +133% | +$836K | 0.07% | 90 |
|
|
2021
Q2 | $654K | Sell |
6,285
-151
| -2% | -$15.9K | 0.03% | 136 |
|
|
2021
Q1 | $671K | Buy |
6,436
+1,903
| +42% | +$186K | 0.04% | 115 |
|
|
2020
Q4 | $413K | Buy |
4,533
+1,549
| +52% | +$125K | 0.03% | 127 |
|
|
2020
Q3 | $212K | Sell |
2,984
-2,667
| -47% | -$224K | 0.05% | 157 |
|
|
2020
Q2 | $499K | Buy |
5,651
+300
| +6% | +$26.9K | 0.04% | 102 |
|
|
2020
Q1 | $367K | Buy |
5,351
+97
| +2% | +$9.59K | 0.04% | 80 |
|
|
2019
Q4 | $634K | Buy |
5,254
+794
| +18% | +$93.5K | 0.08% | 83 |
|
|
2019
Q3 | $505K | Sell |
4,460
-3
| -0.1% | -$364 | 0.07% | 88 |
|
|
2019
Q2 | $551K | Buy |
4,463
+777
| +21% | +$94K | 0.08% | 78 |
|
|
2019
Q1 | $454K | Buy |
3,686
+1
| +0% | +$118 | 0.08% | 66 |
|
|
2018
Q4 | $440K | Buy |
+3,685
| New | +$427K | 0.09% | 68 |
|
Other funds holding CVX
Foundations Investment Advisors's CVX Position: Q2 2026 in Review
Foundations Investment Advisors increased its Chevron (CVX) stake by 8.2% in Q2 2026, buying an estimated $902K and bringing the position to 63,741 shares worth $10.6M. The position accounts for 0.11% of the portfolio, ranked #169.
Foundations Investment Advisors first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.4M in Q4 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Foundations Investment Advisors held 63,741 shares of Chevron worth $10.6M as of Q2 2026.
- Foundations Investment Advisors bought 4,848 Chevron shares in Q2 2026, an estimated $902K.
- Chevron made up 0.11% of Foundations Investment Advisors's portfolio in Q2 2026, its #169 holding.
- Foundations Investment Advisors first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- Foundations Investment Advisors's Chevron position peaked at $20.4M in Q4 2024.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.