IHT Wealth Management’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 | $13.2M | Buy |
63,949
+24,650
| +63% | +$4.49M | 0.31% | 70 |
|
|
2025
Q4 | $6.01M | Buy |
39,299
+4,154
| +12% | +$633K | 0.15% | 141 |
|
|
2025
Q3 | $5.46M | Buy |
35,145
+1,589
| +5% | +$246K | 0.14% | 149 |
|
|
2025
Q2 | $4.8M | Sell |
33,556
-1,141
| -3% | -$161K | 0.13% | 159 |
|
|
2025
Q1 | $5.79M | Sell |
34,697
-50
| -0.1% | -$7.83K | 0.18% | 114 |
|
|
2024
Q4 | $5.03M | Sell |
34,747
-14,916
| -30% | -$2.28M | 0.16% | 126 |
|
|
2024
Q3 | $7.34M | Buy |
49,663
+10,820
| +28% | +$1.61M | 0.21% | 96 |
|
|
2024
Q2 | $6.07M | Buy |
38,843
+1,052
| +3% | +$168K | 0.23% | 91 |
|
|
2024
Q1 | $5.96M | Buy |
37,791
+1,984
| +6% | +$299K | 0.24% | 87 |
|
|
2023
Q4 | $5.34M | Buy |
35,807
+1,293
| +4% | +$196K | 0.24% | 91 |
|
|
2023
Q3 | $5.82M | Buy |
34,514
+3,979
| +13% | +$643K | 0.3% | 70 |
|
|
2023
Q2 | $4.8M | Buy |
30,535
+4,049
| +15% | +$649K | 0.25% | 86 |
|
|
2023
Q1 | $4.32M | Buy |
26,486
+2,875
| +12% | +$482K | 0.25% | 87 |
|
|
2022
Q4 | $4.24M | Sell |
23,611
-88
| -0.4% | -$15.4K | 0.27% | 85 |
|
|
2022
Q3 | $3.4M | Buy |
23,699
+8,172
| +53% | +$1.25M | 0.26% | 86 |
|
|
2022
Q2 | $2.25M | Sell |
15,527
-30
| -0.2% | -$4.96K | 0.2% | 114 |
|
|
2022
Q1 | $2.53M | Buy |
15,557
+694
| +5% | +$99.5K | 0.19% | 113 |
|
|
2021
Q4 | $1.74M | Buy |
14,863
+409
| +3% | +$46.5K | 0.13% | 160 |
|
|
2021
Q3 | $1.47M | Sell |
14,454
-19,192
| -57% | -$1.91M | 0.12% | 166 |
|
|
2021
Q2 | $3.52M | Buy |
33,646
+11,326
| +51% | +$1.2M | 0.22% | 94 |
|
|
2021
Q1 | $2.34M | Sell |
22,320
-103
| -0.5% | -$10.1K | 0.17% | 138 |
|
|
2020
Q4 | $1.89M | Buy |
22,423
+3,279
| +17% | +$265K | 0.16% | 136 |
|
|
2020
Q3 | $1.38M | Buy |
19,144
+5,853
| +44% | +$492K | 0.14% | 157 |
|
|
2020
Q2 | $1.19M | Sell |
13,291
-3,602
| -21% | -$322K | 0.16% | 141 |
|
|
2020
Q1 | $1.22M | Sell |
16,893
-1,575
| -9% | -$156K | 0.18% | 138 |
|
|
2019
Q4 | $2.23M | Sell |
18,468
-1,368
| -7% | -$161K | 0.26% | 86 |
|
|
2019
Q3 | $2.36M | Buy |
19,836
+6,409
| +48% | +$778K | 0.32% | 70 |
|
|
2019
Q2 | $1.68M | Buy |
13,427
+662
| +5% | +$80K | 0.24% | 96 |
|
|
2019
Q1 | $1.57M | Sell |
12,765
-2,615
| -17% | -$309K | 0.26% | 98 |
|
|
2018
Q4 | $1.67M | Buy |
15,380
+2,604
| +20% | +$302K | 0.32% | 84 |
|
|
2018
Q3 | $1.56M | Buy |
12,776
+801
| +7% | +$97.2K | 0.34% | 76 |
|
|
2018
Q2 | $1.51M | Buy |
11,975
+1,569
| +15% | +$195K | 0.39% | 64 |
|
|
2018
Q1 | $1.17M | Hold |
10,406
| – | – | 0.31% | 71 |
|
|
2017
Q4 | $1.34M | Buy |
10,406
+4,774
| +85% | +$566K | 0.35% | 59 |
|
|
2017
Q3 | $663K | Sell |
5,632
-423
| -7% | -$46.2K | 0.28% | 93 |
|
|
2017
Q2 | $0 | Buy |
6,055
+2,442
| +68% | +$259K | ﹤0.01% | 1413 |
|
|
2017
Q1 | $393K | Sell |
3,613
-458
| -11% | -$51.4K | 0.26% | 93 |
|
|
2016
Q4 | $480K | Buy |
+4,071
| New | +$443K | 0.36% | 63 |
|
Other funds holding CVX
VCM
VPM
IHT Wealth Management's CVX Position: Q1 2026 in Review
IHT Wealth Management increased its Chevron (CVX) stake by 63% in Q1 2026, buying an estimated $4.49M and bringing the position to 63,949 shares worth $13.2M. The position accounts for 0.31% of the portfolio, ranked #70.
IHT Wealth Management first reported a position in CVX in Q4 2016 and has held it in 38 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- IHT Wealth Management held 63,949 shares of Chevron worth $13.2M as of Q1 2026.
- IHT Wealth Management bought 24,650 Chevron shares in Q1 2026, an estimated $4.49M.
- Chevron made up 0.31% of IHT Wealth Management's portfolio in Q1 2026, its #70 holding.
- IHT Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 38 quarters since.
- 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.