IBEX Wealth 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
Q1 | $11.7M | Buy |
56,559
+4,134
| +8% | +$754K | 1.09% | 26 |
|
|
2025
Q4 | $7.99M | Buy |
52,425
+1,457
| +3% | +$222K | 0.78% | 40 |
|
|
2025
Q3 | $7.91M | Buy |
50,968
+570
| +1% | +$88.3K | 0.76% | 38 |
|
|
2025
Q2 | $7.22M | Buy |
50,398
+2,758
| +6% | +$389K | 0.77% | 41 |
|
|
2025
Q1 | $7.97M | Buy |
47,640
+1,216
| +3% | +$190K | 1.05% | 32 |
|
|
2024
Q4 | $6.72M | Sell |
46,424
-12,225
| -21% | -$1.87M | 0.79% | 41 |
|
|
2024
Q3 | $6.08M | Buy |
58,649
+16,033
| +38% | +$2.39M | 1.66% | 20 |
|
|
2024
Q2 | $6.67M | Sell |
42,616
-21,763
| -34% | -$3.47M | 1.04% | 28 |
|
|
2024
Q1 | $11.6M | Buy |
64,379
+64,337
| +153,183% | +$9.71M | 3.13% | 4 |
|
|
2023
Q4 | $6.31K | Sell |
42
-42,347
| -100% | -$6.4M | 1.37% | 25 |
|
|
2023
Q3 | $7.15M | Buy |
+42,389
| New | +$6.85M | 1.82% | 12 |
|
|
2023
Q1 | $6.86M | Sell |
42,019
-22,360
| -35% | -$3.75M | 1.78% | 17 |
|
|
2022
Q4 | $11.6M | Sell |
64,379
-696
| -1% | -$121K | 2.61% | 4 |
|
|
2022
Q3 | $9.35M | Sell |
65,075
-108
| -0.2% | -$16.5K | 2.43% | 6 |
|
|
2022
Q2 | $9.44M | Sell |
65,183
-12,229
| -16% | -$2.02M | 2.17% | 6 |
|
|
2022
Q1 | $12.6M | Buy |
77,412
+25,401
| +49% | +$3.64M | 2.41% | 4 |
|
|
2021
Q4 | $6.1M | Buy |
52,011
+1,416
| +3% | +$161K | 1.08% | 26 |
|
|
2021
Q3 | $5.13M | Buy |
+50,595
| New | +$5.05M | 0.99% | 30 |
|
|
2021
Q1 | – | Sell |
-30,778
| Closed | -$2.6M | – | 118 |
|
|
2020
Q4 | $2.6M | Buy |
+30,778
| New | +$2.49M | 0.68% | 59 |
|
|
2019
Q4 | – | Sell |
-20,938
| Closed | -$2.48M | – | 104 |
|
|
2019
Q3 | $2.48M | Buy |
20,938
+1,610
| +8% | +$196K | 0.82% | 54 |
|
|
2019
Q2 | $2.4M | Buy |
+19,328
| New | +$2.34M | 0.69% | 55 |
|
|
2018
Q3 | – | Sell |
-23,495
| Closed | -$2.64M | – | 91 |
|
|
2018
Q2 | $2.64M | Hold |
23,495
| – | – | 1.06% | 45 |
|
|
2018
Q1 | $2.64M | Sell |
23,495
-11,106
| -32% | -$1.33M | 1.07% | 44 |
|
|
2017
Q4 | $4.45M | Buy |
34,601
+1,699
| +5% | +$201K | 1.97% | 17 |
|
|
2017
Q3 | $3.87M | Sell |
32,902
-8,910
| -21% | -$973K | 1.44% | 23 |
|
|
2017
Q2 | $4.31M | Buy |
41,812
+3,062
| +8% | +$324K | 1.7% | 14 |
|
|
2017
Q1 | $4.21M | Buy |
38,750
+6,036
| +18% | +$677K | 2.6% | 10 |
|
|
2016
Q4 | $3.78M | Buy |
32,714
+13,727
| +72% | +$1.49M | 1.81% | 12 |
|
|
2016
Q3 | $1.96M | Buy |
+18,987
| New | +$1.94M | 1.07% | 32 |
|
Other funds holding CVX
VCM
VPM
IBEX Wealth Advisors's CVX Position: Q1 2026 in Review
IBEX Wealth Advisors increased its Chevron (CVX) stake by 7.9% in Q1 2026, buying an estimated $754K and bringing the position to 56,559 shares worth $11.7M. The position accounts for 1.09% of the portfolio, ranked #26.
IBEX Wealth Advisors first reported a position in CVX in Q3 2016 and has held it in 29 quarters since. The position peaked at $12.6M in Q1 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- IBEX Wealth Advisors held 56,559 shares of Chevron worth $11.7M as of Q1 2026.
- IBEX Wealth Advisors bought 4,134 Chevron shares in Q1 2026, an estimated $754K.
- Chevron made up 1.09% of IBEX Wealth Advisors's portfolio in Q1 2026, its #26 holding.
- IBEX Wealth Advisors first reported a position in Chevron in Q3 2016 and has held it in 29 quarters since.
- IBEX Wealth Advisors's Chevron position peaked at $12.6M in Q1 2022.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.