Mountain Capital Investment 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
Q2 | $394K | Sell |
2,377
-7
| -0.3% | -$1.3K | 0.06% | 51 |
|
|
2026
Q1 | $440K | Sell |
2,384
-9
| -0.4% | -$1.64K | 0.07% | 45 |
|
|
2025
Q4 | $399K | Buy |
2,393
+70
| +3% | +$10.7K | 0.06% | 49 |
|
|
2025
Q3 | $359K | Buy |
2,323
+932
| +67% | +$144K | 0.06% | 54 |
|
|
2025
Q2 | $203K | Sell |
1,391
-182
| -12% | -$25.7K | 0.04% | 63 |
|
|
2025
Q1 | $219K | Buy |
1,573
+217
| +16% | +$34K | 0.05% | 53 |
|
|
2024
Q4 | $219K | Sell |
1,356
-80
| -6% | -$12.2K | 0.05% | 50 |
|
|
2024
Q3 | $223K | Buy |
+1,436
| New | +$214K | 0.05% | 49 |
|
|
2024
Q1 | – | Sell |
-6,436
| Closed | -$962K | – | 51 |
|
|
2023
Q4 | $962K | Sell |
6,436
-160
| -2% | -$24.2K | 0.33% | 21 |
|
|
2023
Q3 | $943K | Sell |
6,596
-5,418
| -45% | -$875K | 0.35% | 21 |
|
|
2023
Q2 | $1.94M | Sell |
12,014
-3,165
| -21% | -$507K | 0.73% | 15 |
|
|
2023
Q1 | $2.61M | Buy |
15,179
+654
| +5% | +$110K | 1.15% | 16 |
|
|
2022
Q4 | $2.56M | Buy |
14,525
+1,657
| +13% | +$289K | 1.16% | 18 |
|
|
2022
Q3 | $2.16M | Sell |
12,868
-881
| -6% | -$134K | 1.13% | 17 |
|
|
2022
Q2 | $1.97M | Sell |
13,749
-20
| -0.1% | -$3.31K | 0.99% | 21 |
|
|
2022
Q1 | $2.28M | Buy |
13,769
+822
| +6% | +$118K | 1.08% | 20 |
|
|
2021
Q4 | $1.66M | Sell |
12,947
-1,101
| -8% | -$125K | 0.75% | 40 |
|
|
2021
Q3 | $1.52M | Sell |
14,048
-295
| -2% | -$29.4K | 0.8% | 29 |
|
|
2021
Q2 | $1.47M | Sell |
14,343
-998
| -7% | -$105K | 0.68% | 30 |
|
|
2021
Q1 | $1.57M | Buy |
15,341
+675
| +5% | +$65.9K | 0.79% | 33 |
|
|
2020
Q4 | $1.34M | Sell |
14,666
-1,500
| -9% | -$121K | 0.81% | 30 |
|
|
2020
Q3 | $1.21M | Sell |
16,166
-17,131
| -51% | -$1.44M | 0.78% | 45 |
|
|
2020
Q2 | $2.87M | Buy |
+33,297
| New | +$2.98M | 1.32% | 15 |
|
|
2019
Q4 | – | Sell |
-2,011
| Closed | -$238K | – | 43 |
|
|
2019
Q3 | $238K | Sell |
2,011
-57
| -3% | -$6.92K | 0.21% | 40 |
|
|
2019
Q2 | $253K | Buy |
2,068
+78
| +4% | +$9.43K | 0.24% | 39 |
|
|
2019
Q1 | $245K | Buy |
1,990
+142
| +8% | +$16.8K | 0.26% | 41 |
|
|
2018
Q4 | $201K | Sell |
1,848
-375
| -17% | -$43.4K | 0.28% | 31 |
|
|
2018
Q3 | $272K | Buy |
2,223
+467
| +27% | +$56.7K | 0.26% | 30 |
|
|
2018
Q2 | $222K | Buy |
+1,756
| New | +$218K | 0.22% | 39 |
|
|
2017
Q4 | – | Sell |
-1,515
| Closed | -$178K | – | 118 |
|
|
2017
Q3 | $178K | Sell |
1,515
-23
| -1% | -$2.51K | 0.16% | 35 |
|
|
2017
Q2 | $160K | Buy |
+1,538
| New | +$163K | 0.16% | 41 |
|
Other funds holding CVX
AACR
Mountain Capital Investment Advisors's CVX Position: Q2 2026 in Review
Mountain Capital Investment Advisors reduced its Chevron (CVX) stake by 0.29% in Q2 2026, selling an estimated $1.3K and leaving 2,377 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #51.
Mountain Capital Investment Advisors first reported a position in CVX in Q2 2017 and has held it in 31 quarters since. The position peaked at $2.87M in Q2 2020. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Mountain Capital Investment Advisors held 2,377 shares of Chevron worth $394K as of Q2 2026.
- Mountain Capital Investment Advisors sold 7 Chevron shares in Q2 2026, an estimated $1.3K.
- Chevron made up 0.06% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #51 holding.
- Mountain Capital Investment Advisors first reported a position in Chevron in Q2 2017 and has held it in 31 quarters since.
- Mountain Capital Investment Advisors's Chevron position peaked at $2.87M in Q2 2020.
- 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.