MONECO 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 | $5.56M | Sell |
26,858
-1,238
| -4% | -$226K | 0.43% | 50 |
|
|
2025
Q4 | $4.28M | Sell |
28,096
-536
| -2% | -$81.6K | 0.34% | 63 |
|
|
2025
Q3 | $4.45M | Buy |
28,632
+5,691
| +25% | +$881K | 0.37% | 56 |
|
|
2025
Q2 | $3.28M | Buy |
22,941
+109
| +0.5% | +$15.4K | 0.31% | 68 |
|
|
2025
Q1 | $3.82M | Buy |
22,832
+532
| +2% | +$83.3K | 0.4% | 52 |
|
|
2024
Q4 | $3.23M | Buy |
22,300
+3,508
| +19% | +$537K | 0.34% | 70 |
|
|
2024
Q3 | $2.77M | Buy |
18,792
+409
| +2% | +$60.9K | 0.34% | 80 |
|
|
2024
Q2 | $2.88M | Sell |
18,383
-504
| -3% | -$80.4K | 0.42% | 63 |
|
|
2024
Q1 | $2.98M | Buy |
18,887
+1,238
| +7% | +$187K | 0.47% | 51 |
|
|
2023
Q4 | $2.63M | Buy |
17,649
+9,184
| +108% | +$1.39M | 0.5% | 46 |
|
|
2023
Q3 | $1.43M | Buy |
8,465
+34
| +0.4% | +$5.49K | 0.39% | 64 |
|
|
2023
Q2 | $1.33M | Buy |
8,431
+558
| +7% | +$89.5K | 0.36% | 66 |
|
|
2023
Q1 | $1.28M | Buy |
7,873
+1,613
| +26% | +$270K | 0.38% | 65 |
|
|
2022
Q4 | $1.12M | Buy |
6,260
+482
| +8% | +$84.1K | 0.41% | 59 |
|
|
2022
Q3 | $830K | Sell |
5,778
-16
| -0.3% | -$2.44K | 0.33% | 75 |
|
|
2022
Q2 | $839K | Buy |
5,794
+1,020
| +21% | +$169K | 0.33% | 79 |
|
|
2022
Q1 | $777K | Buy |
4,774
+148
| +3% | +$21.2K | 0.29% | 82 |
|
|
2021
Q4 | $621K | Buy |
4,626
+621
| +16% | +$70.5K | 0.23% | 104 |
|
|
2021
Q3 | $406K | Buy |
4,005
+552
| +16% | +$55.1K | 0.16% | 139 |
|
|
2021
Q2 | $362K | Sell |
3,453
-85
| -2% | -$8.97K | 0.17% | 135 |
|
|
2021
Q1 | $371K | Buy |
3,538
+236
| +7% | +$23K | 0.18% | 129 |
|
|
2020
Q4 | $308K | Buy |
3,302
+500
| +18% | +$40.5K | 0.17% | 127 |
|
|
2020
Q3 | $202K | Sell |
2,802
-98
| -3% | -$8.24K | 0.13% | 147 |
|
|
2020
Q2 | $259K | Buy |
+2,900
| New | +$260K | 0.2% | 111 |
|
|
2020
Q1 | – | Sell |
-1,791
| Closed | -$207K | – | 126 |
|
|
2019
Q4 | $207K | Buy |
+1,791
| New | +$211K | 0.15% | 140 |
|
|
2019
Q3 | – | Sell |
-1,712
| Closed | -$213K | – | 143 |
|
|
2019
Q2 | $213K | Sell |
1,712
-214
| -11% | -$25.9K | 0.17% | 121 |
|
|
2019
Q1 | $237K | Buy |
+1,926
| New | +$228K | 0.19% | 113 |
|
Other funds holding CVX
VCM
VPM
MONECO Advisors's CVX Position: Q1 2026 in Review
MONECO Advisors reduced its Chevron (CVX) stake by 4.4% in Q1 2026, selling an estimated $226K and leaving 26,858 shares worth $5.56M. The position accounts for 0.43% of the portfolio, ranked #50.
MONECO Advisors first reported a position in CVX in Q1 2019 and has held it in 27 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- MONECO Advisors held 26,858 shares of Chevron worth $5.56M as of Q1 2026.
- MONECO Advisors sold 1,238 Chevron shares in Q1 2026, an estimated $226K.
- Chevron made up 0.43% of MONECO Advisors's portfolio in Q1 2026, its #50 holding.
- MONECO Advisors first reported a position in Chevron in Q1 2019 and has held it in 27 quarters since.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.