IFG Advisory’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 | $90.6K | Sell |
438
-16,347
| -97% | -$2.98M | 0.26% | 83 |
|
|
2025
Q4 | $2.56M | Buy |
16,785
+901
| +6% | +$137K | 0.11% | 214 |
|
|
2025
Q3 | $2.47M | Buy |
15,884
+2,067
| +15% | +$320K | 0.11% | 204 |
|
|
2025
Q2 | $1.98M | Buy |
13,817
+1,369
| +11% | +$193K | 0.1% | 223 |
|
|
2025
Q1 | $2.08M | Buy |
12,448
+142
| +1% | +$22.2K | 0.12% | 212 |
|
|
2024
Q4 | $1.78M | Sell |
12,306
-605
| -5% | -$92.6K | 0.1% | 217 |
|
|
2024
Q3 | $1.9M | Buy |
12,911
+346
| +3% | +$51.5K | 0.12% | 207 |
|
|
2024
Q2 | $1.97M | Buy |
12,565
+388
| +3% | +$61.9K | 0.13% | 192 |
|
|
2024
Q1 | $1.92M | Buy |
12,177
+62
| +0.5% | +$9.36K | 0.14% | 188 |
|
|
2023
Q4 | $1.81M | Buy |
12,115
+346
| +3% | +$52.3K | 0.13% | 181 |
|
|
2023
Q3 | $1.98M | Sell |
11,769
-107
| -0.9% | -$17.3K | 0.17% | 163 |
|
|
2023
Q2 | $1.87M | Buy |
11,876
+368
| +3% | +$59K | 0.17% | 174 |
|
|
2023
Q1 | $1.88M | Buy |
11,508
+105
| +0.9% | +$17.6K | 0.18% | 144 |
|
|
2022
Q4 | $2.05M | Sell |
11,403
-209
| -2% | -$36.5K | 0.2% | 119 |
|
|
2022
Q3 | $1.67M | Sell |
11,612
-1,309
| -10% | -$200K | 0.15% | 143 |
|
|
2022
Q2 | $1.87M | Sell |
12,921
-220
| -2% | -$36.4K | 0.2% | 109 |
|
|
2022
Q1 | $2.14M | Sell |
13,141
-3,176
| -19% | -$455K | 0.22% | 114 |
|
|
2021
Q4 | $1.91M | Sell |
16,317
-1,478
| -8% | -$168K | 0.19% | 134 |
|
|
2021
Q3 | $1.8M | Sell |
17,795
-51
| -0.3% | -$5.09K | 0.19% | 136 |
|
|
2021
Q2 | $1.87M | Buy |
17,846
+6
| +0% | +$633 | 0.21% | 122 |
|
|
2021
Q1 | $1.87M | Buy |
17,840
+592
| +3% | +$57.8K | 0.23% | 111 |
|
|
2020
Q4 | $1.46M | Sell |
17,248
-808
| -4% | -$65.4K | 0.2% | 126 |
|
|
2020
Q3 | $1.3M | Sell |
18,056
-717
| -4% | -$60.3K | 0.21% | 117 |
|
|
2020
Q2 | $1.68M | Buy |
18,773
+2,778
| +17% | +$249K | 0.3% | 81 |
|
|
2020
Q1 | $1.16M | Sell |
15,995
-715
| -4% | -$70.7K | 0.26% | 96 |
|
|
2019
Q4 | $2.01M | Sell |
16,710
-1,678
| -9% | -$198K | 0.37% | 75 |
|
|
2019
Q3 | $2.18M | Sell |
18,388
-3,244
| -15% | -$394K | 0.42% | 66 |
|
|
2019
Q2 | $2.69M | Sell |
21,632
-1,285
| -6% | -$155K | 0.48% | 44 |
|
|
2019
Q1 | $2.82M | Sell |
22,917
-2,792
| -11% | -$330K | 0.54% | 33 |
|
|
2018
Q4 | $2.8M | Sell |
25,709
-3,800
| -13% | -$440K | 0.66% | 27 |
|
|
2018
Q3 | $3.61M | Sell |
29,509
-1,497
| -5% | -$182K | 0.68% | 24 |
|
|
2018
Q2 | $3.92M | Sell |
31,006
-627
| -2% | -$77.8K | 0.81% | 23 |
|
|
2018
Q1 | $3.61M | Sell |
31,633
-365
| -1% | -$43.6K | 0.8% | 25 |
|
|
2017
Q4 | $4M | Buy |
+31,998
| New | +$3.79M | 0.9% | 23 |
|
Other funds holding CVX
VCM
VPM
IFG Advisory's CVX Position: Q1 2026 in Review
IFG Advisory reduced its Chevron (CVX) stake by 97% in Q1 2026, selling an estimated $2.98M and leaving 438 shares worth $90.6K. The position accounts for 0.26% of the portfolio, ranked #83.
IFG Advisory first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. The position peaked at $4M in Q4 2017. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- IFG Advisory held 438 shares of Chevron worth $90.6K as of Q1 2026.
- IFG Advisory sold 16,347 Chevron shares in Q1 2026, an estimated $2.98M.
- Chevron made up 0.26% of IFG Advisory's portfolio in Q1 2026, its #83 holding.
- IFG Advisory first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's Chevron position peaked at $4M in Q4 2017.
- 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.