Ironsides Asset 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 | $1.17M | Sell |
5,631
-45
| -0.8% | -$8.21K | 0.29% | 37 |
|
|
2025
Q4 | $865K | Buy |
5,676
+1
| +0% | +$152 | 0.22% | 38 |
|
|
2025
Q3 | $881K | Hold |
5,675
| – | – | 0.23% | 33 |
|
|
2025
Q2 | $813K | Sell |
5,675
-414
| -7% | -$58.4K | 0.24% | 31 |
|
|
2025
Q1 | $1.02M | Hold |
6,089
| – | – | 0.3% | 31 |
|
|
2024
Q4 | $882K | Hold |
6,089
| – | – | 0.25% | 32 |
|
|
2024
Q3 | $897K | Buy |
6,089
+1,708
| +39% | +$254K | 0.26% | 30 |
|
|
2024
Q2 | $685K | Buy |
4,381
+10
| +0.2% | +$1.59K | 0.23% | 29 |
|
|
2024
Q1 | $689K | Buy |
4,371
+2,793
| +177% | +$421K | 0.24% | 30 |
|
|
2023
Q4 | $235K | Buy |
+1,578
| New | +$239K | 0.1% | 52 |
|
|
2023
Q2 | – | Sell |
-3,455
| Closed | -$564K | – | 96 |
|
|
2023
Q1 | $564K | Hold |
3,455
| – | – | 0.26% | 33 |
|
|
2022
Q4 | $620K | Sell |
3,455
-6
| -0.2% | -$1.05K | 0.28% | 30 |
|
|
2022
Q3 | $497K | Hold |
3,461
| – | – | 0.22% | 37 |
|
|
2022
Q2 | $501K | Buy |
3,461
+1,002
| +41% | +$166K | 0.19% | 37 |
|
|
2022
Q1 | $400K | Hold |
2,459
| – | – | 0.12% | 61 |
|
|
2021
Q4 | $289K | Sell |
2,459
-86
| -3% | -$9.77K | 0.08% | 72 |
|
|
2021
Q3 | $258K | Sell |
2,545
-275
| -10% | -$27.4K | 0.08% | 81 |
|
|
2021
Q2 | $295K | Sell |
2,820
-99
| -3% | -$10.5K | 0.09% | 76 |
|
|
2021
Q1 | $306K | Buy |
+2,919
| New | +$285K | 0.1% | 73 |
|
|
2018
Q2 | – | Sell |
-2,343
| Closed | -$267K | – | 99 |
|
|
2018
Q1 | $267K | Buy |
+2,343
| New | +$280K | 0.1% | 83 |
|
|
2017
Q1 | – | Sell |
-10,134
| Closed | -$1.19M | – | 95 |
|
|
2016
Q4 | $1.19M | Sell |
10,134
-339
| -3% | -$36.9K | 0.33% | 66 |
|
|
2016
Q3 | $1.08M | Buy |
10,473
+1,914
| +22% | +$195K | 0.29% | 74 |
|
|
2016
Q2 | $897K | Sell |
8,559
-5,233
| -38% | -$526K | 0.27% | 64 |
|
|
2016
Q1 | $1.32M | Buy |
13,792
+9,415
| +215% | +$824K | 0.33% | 63 |
|
|
2015
Q4 | $394K | Sell |
4,377
-1,150
| -21% | -$104K | 0.11% | 113 |
|
|
2015
Q3 | $436K | Buy |
5,527
+8
| +0.1% | +$673 | 0.12% | 112 |
|
|
2015
Q2 | $532K | Buy |
5,519
+1,387
| +34% | +$146K | 0.15% | 101 |
|
|
2015
Q1 | $434K | Sell |
4,132
-340
| -8% | -$36.3K | 0.12% | 111 |
|
|
2014
Q4 | $502K | Buy |
4,472
+900
| +25% | +$102K | 0.14% | 106 |
|
|
2014
Q3 | $426K | Sell |
3,572
-677
| -16% | -$86.4K | 0.12% | 113 |
|
|
2014
Q2 | $555K | Buy |
+4,249
| New | +$529K | 0.16% | 102 |
|
Other funds holding CVX
VCM
VPM
Ironsides Asset Advisors's CVX Position: Q1 2026 in Review
Ironsides Asset Advisors reduced its Chevron (CVX) stake by 0.79% in Q1 2026, selling an estimated $8.21K and leaving 5,631 shares worth $1.17M. The position accounts for 0.29% of the portfolio, ranked #37.
Ironsides Asset Advisors first reported a position in CVX in Q2 2014 and has held it in 31 quarters since. The position peaked at $1.32M in Q1 2016. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Ironsides Asset Advisors held 5,631 shares of Chevron worth $1.17M as of Q1 2026.
- Ironsides Asset Advisors sold 45 Chevron shares in Q1 2026, an estimated $8.21K.
- Chevron made up 0.29% of Ironsides Asset Advisors's portfolio in Q1 2026, its #37 holding.
- Ironsides Asset Advisors first reported a position in Chevron in Q2 2014 and has held it in 31 quarters since.
- Ironsides Asset Advisors's Chevron position peaked at $1.32M in Q1 2016.
- 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Ironsides Asset Advisors's 13F filing for Q1 2026, filed 11 May 2026.