Great Valley Advisor 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 | $8.9M | Sell |
53,676
-8,496
| -14% | -$1.58M | 0.14% | 155 |
|
|
2026
Q1 | $12.9M | Buy |
62,172
+7,485
| +14% | +$1.36M | 0.23% | 103 |
|
|
2025
Q4 | $8.34M | Sell |
54,687
-6,141
| -10% | -$935K | 0.16% | 131 |
|
|
2025
Q3 | $9.45M | Sell |
60,828
-4,970
| -8% | -$770K | 0.19% | 119 |
|
|
2025
Q2 | $9.42M | Sell |
65,798
-29,995
| -31% | -$4.23M | 0.21% | 111 |
|
|
2025
Q1 | $16M | Sell |
95,793
-12,460
| -12% | -$1.95M | 0.34% | 74 |
|
|
2024
Q4 | $15.7M | Buy |
108,253
+42,358
| +64% | +$6.48M | 0.35% | 77 |
|
|
2024
Q3 | $9.7M | Buy |
65,895
+4,605
| +8% | +$685K | 0.24% | 104 |
|
|
2024
Q2 | $9.59M | Buy |
61,290
+166
| +0.3% | +$26.5K | 0.27% | 92 |
|
|
2024
Q1 | $9.64M | Buy |
61,124
+5,392
| +10% | +$814K | 0.29% | 90 |
|
|
2023
Q4 | $8.31M | Sell |
55,732
-2,127
| -4% | -$322K | 0.29% | 88 |
|
|
2023
Q3 | $9.76M | Buy |
57,859
+2,440
| +4% | +$394K | 0.4% | 65 |
|
|
2023
Q2 | $8.72M | Buy |
55,419
+6,938
| +14% | +$1.11M | 0.37% | 67 |
|
|
2023
Q1 | $7.91M | Sell |
48,481
-13,527
| -22% | -$2.27M | 0.37% | 70 |
|
|
2022
Q4 | $11.1M | Sell |
62,008
-15,273
| -20% | -$2.67M | 0.57% | 42 |
|
|
2022
Q3 | $11.1M | Buy |
77,281
+5,602
| +8% | +$854K | 0.62% | 38 |
|
|
2022
Q2 | $10.4M | Buy |
71,679
+7,000
| +11% | +$1.16M | 0.57% | 46 |
|
|
2022
Q1 | $10.4M | Buy |
64,679
+8,501
| +15% | +$1.22M | 0.61% | 38 |
|
|
2021
Q4 | $6.56M | Buy |
56,178
+7,081
| +14% | +$804K | 0.41% | 64 |
|
|
2021
Q3 | $4.98M | Buy |
49,097
+17,766
| +57% | +$1.77M | 0.34% | 73 |
|
|
2021
Q2 | $3.28M | Buy |
31,331
+87
| +0.3% | +$9.18K | 0.24% | 111 |
|
|
2021
Q1 | $3.27M | Buy |
31,244
+7,318
| +31% | +$715K | 0.32% | 76 |
|
|
2020
Q4 | $2.02M | Buy |
23,926
+5,073
| +27% | +$411K | 0.21% | 109 |
|
|
2020
Q3 | $1.36M | Buy |
18,853
+7,210
| +62% | +$606K | 0.17% | 135 |
|
|
2020
Q2 | $1.04M | Buy |
11,643
+5,941
| +104% | +$532K | 0.17% | 142 |
|
|
2020
Q1 | $414K | Sell |
5,702
-4,098
| -42% | -$405K | 0.11% | 197 |
|
|
2019
Q4 | $1.18M | Sell |
9,800
-836
| -8% | -$98.5K | 0.26% | 118 |
|
|
2019
Q3 | $1.26M | Buy |
10,636
+1,191
| +13% | +$145K | 0.3% | 98 |
|
|
2019
Q2 | $1.18M | Buy |
9,445
+557
| +6% | +$67.4K | 0.3% | 105 |
|
|
2019
Q1 | $1.09M | Sell |
8,888
-940
| -10% | -$111K | 0.35% | 84 |
|
|
2018
Q4 | $1.04M | Buy |
+9,828
| New | +$1.14M | 0.39% | 67 |
|
Other funds holding CVX
Great Valley Advisor Group's CVX Position: Q2 2026 in Review
Great Valley Advisor Group reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $1.58M and leaving 53,676 shares worth $8.9M. The position accounts for 0.14% of the portfolio, ranked #155.
Great Valley Advisor Group first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $16M in Q1 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Great Valley Advisor Group held 53,676 shares of Chevron worth $8.9M as of Q2 2026.
- Great Valley Advisor Group sold 8,496 Chevron shares in Q2 2026, an estimated $1.58M.
- Chevron made up 0.14% of Great Valley Advisor Group's portfolio in Q2 2026, its #155 holding.
- Great Valley Advisor Group first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- Great Valley Advisor Group's Chevron position peaked at $16M in Q1 2025.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.