Laurel Wealth Advisors (North Carolina)’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 | $4.75M | Sell |
28,676
-157
| -0.5% | -$29.2K | 0.46% | 44 |
|
|
2026
Q1 | $5.24M | Buy |
28,833
+1,556
| +6% | +$284K | 0.52% | 44 |
|
|
2025
Q4 | $4.16M | Buy |
27,277
+596
| +2% | +$90.8K | 0.55% | 47 |
|
|
2025
Q3 | $4.14M | Buy |
26,681
+686
| +3% | +$106K | 0.58% | 48 |
|
|
2025
Q2 | $3.72M | Sell |
25,995
-45
| -0.2% | -$6.34K | 0.56% | 47 |
|
|
2025
Q1 | $4.36M | Buy |
26,040
+116
| +0.4% | +$18.2K | 0.68% | 39 |
|
|
2024
Q4 | $3.75M | Buy |
25,924
+1,259
| +5% | +$193K | 0.59% | 45 |
|
|
2024
Q3 | $3.63M | Buy |
24,665
+589
| +2% | +$87.7K | 0.58% | 45 |
|
|
2024
Q2 | $3.77M | Sell |
24,076
-904
| -4% | -$144K | 0.65% | 41 |
|
|
2024
Q1 | $3.94M | Buy |
24,980
+84
| +0.3% | +$12.7K | 0.67% | 38 |
|
|
2023
Q4 | $3.71M | Sell |
24,896
-94
| -0.4% | -$14.2K | 0.7% | 38 |
|
|
2023
Q3 | $4.21M | Sell |
24,990
-1,139
| -4% | -$184K | 0.89% | 31 |
|
|
2023
Q2 | $4.11M | Sell |
26,129
-65
| -0.2% | -$10.4K | 0.82% | 35 |
|
|
2023
Q1 | $4.27M | Buy |
26,194
+933
| +4% | +$156K | 0.9% | 35 |
|
|
2022
Q4 | $4.53M | Buy |
25,261
+1,388
| +6% | +$242K | 1.03% | 30 |
|
|
2022
Q3 | $3.43M | Buy |
23,873
+1,505
| +7% | +$230K | 0.85% | 34 |
|
|
2022
Q2 | $3.24M | Buy |
22,368
+1,210
| +6% | +$200K | 0.78% | 39 |
|
|
2022
Q1 | $3.44M | Buy |
21,158
+1,023
| +5% | +$147K | 0.72% | 40 |
|
|
2021
Q4 | $2.36M | Buy |
20,135
+738
| +4% | +$83.8K | 0.48% | 59 |
|
|
2021
Q3 | $1.97M | Buy |
19,397
+401
| +2% | +$40K | 0.43% | 64 |
|
|
2021
Q2 | $1.99M | Buy |
18,996
+593
| +3% | +$62.6K | 0.43% | 64 |
|
|
2021
Q1 | $1.93M | Buy |
18,403
+482
| +3% | +$47.1K | 0.47% | 57 |
|
|
2020
Q4 | $1.51M | Sell |
17,921
-1,226
| -6% | -$99.3K | 0.39% | 64 |
|
|
2020
Q3 | $1.38M | Sell |
19,147
-1,455
| -7% | -$122K | 0.41% | 62 |
|
|
2020
Q2 | $1.84M | Sell |
20,602
-64
| -0.3% | -$5.73K | 0.6% | 53 |
|
|
2020
Q1 | $1.5M | Buy |
20,666
+3,179
| +18% | +$314K | 0.56% | 57 |
|
|
2019
Q4 | $2.11M | Buy |
17,487
+341
| +2% | +$40.2K | 0.66% | 51 |
|
|
2019
Q3 | $2.03M | Sell |
17,146
-204
| -1% | -$24.8K | 0.7% | 44 |
|
|
2019
Q2 | $2.16M | Sell |
17,350
-268
| -2% | -$32.4K | 0.76% | 42 |
|
|
2019
Q1 | $2.17M | Buy |
17,618
+511
| +3% | +$60.5K | 0.8% | 40 |
|
|
2018
Q4 | $1.86M | Buy |
+17,107
| New | +$1.98M | 0.75% | 42 |
|
Other funds holding CVX
Laurel Wealth Advisors (North Carolina)'s CVX Position: Q2 2026 in Review
Laurel Wealth Advisors (North Carolina) reduced its Chevron (CVX) stake by 0.54% in Q2 2026, selling an estimated $29.2K and leaving 28,676 shares worth $4.75M. The position accounts for 0.46% of the portfolio, ranked #44.
Laurel Wealth Advisors (North Carolina) first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.24M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Laurel Wealth Advisors (North Carolina) held 28,676 shares of Chevron worth $4.75M as of Q2 2026.
- Laurel Wealth Advisors (North Carolina) sold 157 Chevron shares in Q2 2026, an estimated $29.2K.
- Chevron made up 0.46% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #44 holding.
- Laurel Wealth Advisors (North Carolina) first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- Laurel Wealth Advisors (North Carolina)'s Chevron position peaked at $5.24M in Q1 2026.
- 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.