Inlet Private Wealth’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 | $2.57M | Buy |
15,511
+905
| +6% | +$168K | 0.63% | 49 |
|
|
2026
Q1 | $3.02M | Hold |
14,606
| – | – | 0.77% | 46 |
|
|
2025
Q4 | $2.23M | Sell |
14,606
-300
| -2% | -$45.7K | 0.52% | 57 |
|
|
2025
Q3 | $2.31M | Buy |
14,906
+8
| +0.1% | +$1.24K | 0.52% | 57 |
|
|
2025
Q2 | $2.13M | Sell |
14,898
-50
| -0.3% | -$7.05K | 0.52% | 57 |
|
|
2025
Q1 | $2.5M | Sell |
14,948
-200
| -1% | -$31.3K | 0.65% | 50 |
|
|
2024
Q4 | $2.19M | Hold |
15,148
| – | – | 0.58% | 57 |
|
|
2024
Q3 | $2.23M | Buy |
15,148
+1,400
| +10% | +$208K | 0.57% | 61 |
|
|
2024
Q2 | $2.15M | Buy |
13,748
+910
| +7% | +$145K | 0.59% | 56 |
|
|
2024
Q1 | $2.03M | Sell |
12,838
-50
| -0.4% | -$7.54K | 0.57% | 56 |
|
|
2023
Q4 | $1.92M | Buy |
12,888
+4,638
| +56% | +$701K | 0.59% | 57 |
|
|
2023
Q3 | $1.39M | Sell |
8,250
-35,387
| -81% | -$5.72M | 0.46% | 65 |
|
|
2023
Q2 | $6.87M | Buy |
43,637
+225
| +0.5% | +$36.1K | 1.73% | 14 |
|
|
2023
Q1 | $7.08M | Sell |
43,412
-50
| -0.1% | -$8.38K | 1.84% | 14 |
|
|
2022
Q4 | $7.8M | Buy |
43,462
+9
| +0% | +$1.57K | 2% | 11 |
|
|
2022
Q3 | $6.24M | Buy |
43,453
+109
| +0.3% | +$16.6K | 1.86% | 13 |
|
|
2022
Q2 | $6.28M | Buy |
43,344
+1,008
| +2% | +$167K | 1.79% | 15 |
|
|
2022
Q1 | $6.89M | Buy |
42,336
+152
| +0.4% | +$21.8K | 1.72% | 12 |
|
|
2021
Q4 | $4.95M | Buy |
42,184
+11
| +0% | +$1.25K | 1.2% | 27 |
|
|
2021
Q3 | $4.28M | Buy |
42,173
+50
| +0.1% | +$4.99K | 1.15% | 30 |
|
|
2021
Q2 | $4.41M | Buy |
42,123
+1,978
| +5% | +$209K | 1.16% | 28 |
|
|
2021
Q1 | $4.21M | Buy |
40,145
+2,282
| +6% | +$223K | 1.2% | 30 |
|
|
2020
Q4 | $3.2M | Sell |
37,863
-1,475
| -4% | -$119K | 1.05% | 32 |
|
|
2020
Q3 | $2.83M | Sell |
39,338
-666
| -2% | -$56K | 1.1% | 28 |
|
|
2020
Q2 | $3.57M | Hold |
40,004
| – | – | 1.43% | 17 |
|
|
2020
Q1 | $2.9M | Sell |
40,004
-1,250
| -3% | -$124K | 1.34% | 20 |
|
|
2019
Q4 | $4.97M | Buy |
41,254
+33,435
| +428% | +$3.94M | 1.65% | 15 |
|
|
2019
Q3 | $927K | Sell |
7,819
-500
| -6% | -$60.7K | 0.34% | 74 |
|
|
2019
Q2 | $1.05M | Buy |
8,319
+1,187
| +17% | +$144K | 0.38% | 73 |
|
|
2019
Q1 | $879K | Sell |
7,132
-32,751
| -82% | -$3.87M | 0.35% | 77 |
|
|
2018
Q4 | $4.34M | Buy |
+39,883
| New | +$4.62M | 2.33% | 2 |
|
Other funds holding CVX
Inlet Private Wealth's CVX Position: Q2 2026 in Review
Inlet Private Wealth increased its Chevron (CVX) stake by 6.2% in Q2 2026, buying an estimated $168K and bringing the position to 15,511 shares worth $2.57M. The position accounts for 0.63% of the portfolio, ranked #49.
Inlet Private Wealth first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.8M in Q4 2022. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Inlet Private Wealth held 15,511 shares of Chevron worth $2.57M as of Q2 2026.
- Inlet Private Wealth bought 905 Chevron shares in Q2 2026, an estimated $168K.
- Chevron made up 0.63% of Inlet Private Wealth's portfolio in Q2 2026, its #49 holding.
- Inlet Private Wealth first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- Inlet Private Wealth's Chevron position peaked at $7.8M in Q4 2022.
- 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.