Iron Gate Global 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 | $1.13M | Buy |
5,472
+882
| +19% | +$161K | 0.12% | 38 |
|
|
2025
Q4 | $700K | Sell |
4,590
-69
| -1% | -$10.5K | 0.07% | 49 |
|
|
2025
Q3 | $724K | Sell |
4,659
-721
| -13% | -$112K | 0.07% | 52 |
|
|
2025
Q2 | $770K | Buy |
5,380
+617
| +13% | +$87K | 0.09% | 43 |
|
|
2025
Q1 | $797K | Sell |
4,763
-495
| -9% | -$77.5K | 0.11% | 45 |
|
|
2024
Q4 | $772K | Buy |
5,258
+1,845
| +54% | +$282K | 0.11% | 47 |
|
|
2024
Q3 | $503K | Sell |
3,413
-2,000
| -37% | -$298K | 0.08% | 48 |
|
|
2024
Q2 | $847K | Sell |
5,413
-335
| -6% | -$53.4K | 0.14% | 45 |
|
|
2024
Q1 | $912K | Sell |
5,748
-52
| -0.9% | -$7.85K | 0.16% | 45 |
|
|
2023
Q4 | $865K | Sell |
5,800
-20
| -0.3% | -$3.02K | 0.17% | 44 |
|
|
2023
Q3 | $983K | Buy |
5,820
+362
| +7% | +$58.5K | 0.22% | 38 |
|
|
2023
Q2 | $859K | Sell |
5,458
-5
| -0.1% | -$802 | 0.19% | 44 |
|
|
2023
Q1 | $891K | Sell |
5,463
-34
| -0.6% | -$5.7K | 0.22% | 41 |
|
|
2022
Q4 | $967K | Sell |
5,497
-447
| -8% | -$78K | 0.26% | 37 |
|
|
2022
Q3 | $862K | Sell |
5,944
-104
| -2% | -$15.9K | 0.24% | 33 |
|
|
2022
Q2 | $875K | Sell |
6,048
-93
| -2% | -$15.4K | 0.24% | 38 |
|
|
2022
Q1 | $1M | Sell |
6,141
-1,165
| -16% | -$167K | 0.23% | 36 |
|
|
2021
Q4 | $892K | Buy |
7,306
+20
| +0.3% | +$2.27K | 0.21% | 43 |
|
|
2021
Q3 | $741K | Buy |
7,286
+4,066
| +126% | +$406K | 0.2% | 47 |
|
|
2021
Q2 | $337K | Buy |
3,220
+210
| +7% | +$22.2K | 0.09% | 75 |
|
|
2021
Q1 | $315K | Buy |
3,010
+200
| +7% | +$19.5K | 0.1% | 78 |
|
|
2020
Q4 | $237K | Sell |
2,810
-150
| -5% | -$12.1K | 0.09% | 80 |
|
|
2020
Q3 | $209K | Sell |
2,960
-200
| -6% | -$16.8K | 0.09% | 88 |
|
|
2020
Q2 | $279K | Sell |
3,160
-2,230
| -41% | -$200K | 0.14% | 67 |
|
|
2020
Q1 | $385K | Buy |
5,390
+2,070
| +62% | +$205K | 0.26% | 41 |
|
|
2019
Q4 | $400K | Sell |
3,320
-157
| -5% | -$18.5K | 0.23% | 42 |
|
|
2019
Q3 | $413K | Buy |
3,477
+1,477
| +74% | +$179K | 0.25% | 43 |
|
|
2019
Q2 | $231K | Sell |
2,000
-1,477
| -42% | -$179K | 0.15% | 58 |
|
|
2019
Q1 | $428K | Buy |
3,477
+127
| +4% | +$15K | 0.17% | 43 |
|
|
2018
Q4 | $364K | Sell |
3,350
-100
| -3% | -$11.6K | 0.27% | 41 |
|
|
2018
Q3 | $422K | Sell |
3,450
-155
| -4% | -$18.8K | 0.27% | 35 |
|
|
2018
Q2 | $455K | Buy |
3,605
+155
| +4% | +$19.2K | 0.33% | 29 |
|
|
2018
Q1 | $393K | Sell |
3,450
-300
| -8% | -$35.9K | 0.3% | 31 |
|
|
2017
Q4 | $469K | Hold |
3,750
| – | – | 0.4% | 30 |
|
|
2017
Q3 | $441K | Buy |
3,750
+1,700
| +83% | +$186K | 0.41% | 32 |
|
|
2017
Q2 | $225K | Buy |
+2,050
| New | +$217K | 0.25% | 40 |
|
Other funds holding CVX
VCM
VPM
Iron Gate Global Advisors's CVX Position: Q1 2026 in Review
Iron Gate Global Advisors increased its Chevron (CVX) stake by 19% in Q1 2026, buying an estimated $161K and bringing the position to 5,472 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #38.
Iron Gate Global Advisors first reported a position in CVX in Q2 2017 and has held it in 36 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Iron Gate Global Advisors held 5,472 shares of Chevron worth $1.13M as of Q1 2026.
- Iron Gate Global Advisors bought 882 Chevron shares in Q1 2026, an estimated $161K.
- Chevron made up 0.12% of Iron Gate Global Advisors's portfolio in Q1 2026, its #38 holding.
- Iron Gate Global Advisors first reported a position in Chevron in Q2 2017 and has held it in 36 quarters since.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.