Mutual 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 | $19.2M | Buy |
92,784
+901
| +1% | +$164K | 0.41% | 37 |
|
|
2025
Q4 | $14M | Buy |
91,883
+1,442
| +2% | +$220K | 0.3% | 51 |
|
|
2025
Q3 | $14.2M | Buy |
90,441
+1,682
| +2% | +$260K | 0.31% | 54 |
|
|
2025
Q2 | $13.7M | Buy |
88,759
+6,058
| +7% | +$854K | 0.34% | 46 |
|
|
2025
Q1 | $11.5M | Sell |
82,701
-1,886
| -2% | -$295K | 0.33% | 52 |
|
|
2024
Q4 | $13.5M | Sell |
84,587
-3,962
| -4% | -$606K | 0.39% | 38 |
|
|
2024
Q3 | $13.3M | Buy |
88,549
+1,396
| +2% | +$208K | 0.39% | 38 |
|
|
2024
Q2 | $13.6M | Sell |
87,153
-2,865
| -3% | -$457K | 0.41% | 35 |
|
|
2024
Q1 | $14.2M | Buy |
90,018
+5,033
| +6% | +$759K | 0.46% | 31 |
|
|
2023
Q4 | $12.7M | Buy |
84,985
+7,258
| +9% | +$1.1M | 0.44% | 34 |
|
|
2023
Q3 | $13.1M | Buy |
77,727
+214
| +0.3% | +$34.6K | 0.51% | 31 |
|
|
2023
Q2 | $12.2M | Sell |
77,513
-865
| -1% | -$139K | 0.46% | 29 |
|
|
2023
Q1 | $12.8M | Buy |
78,378
+2,189
| +3% | +$367K | 0.52% | 22 |
|
|
2022
Q4 | $13.7M | Buy |
76,189
+2,133
| +3% | +$372K | 0.61% | 19 |
|
|
2022
Q3 | $10.6M | Buy |
74,056
+4,284
| +6% | +$653K | 0.55% | 23 |
|
|
2022
Q2 | $10.1M | Buy |
69,772
+3,449
| +5% | +$570K | 0.67% | 17 |
|
|
2022
Q1 | $10.8M | Sell |
66,323
-5,899
| -8% | -$846K | 0.6% | 24 |
|
|
2021
Q4 | $8.47M | Buy |
72,222
+810
| +1% | +$92K | 0.45% | 39 |
|
|
2021
Q3 | $7.25M | Buy |
71,412
+11,708
| +20% | +$1.17M | 0.43% | 42 |
|
|
2021
Q2 | $6.25M | Buy |
59,704
+4,160
| +7% | +$439K | 0.37% | 58 |
|
|
2021
Q1 | $5.82M | Buy |
55,544
+7,671
| +16% | +$749K | 0.4% | 55 |
|
|
2020
Q4 | $4.04M | Buy |
47,873
+10,925
| +30% | +$885K | 0.3% | 72 |
|
|
2020
Q3 | $2.66M | Buy |
36,948
+2,114
| +6% | +$178K | 0.23% | 99 |
|
|
2020
Q2 | $3.11M | Buy |
34,834
+2,126
| +6% | +$190K | 0.31% | 69 |
|
|
2020
Q1 | $2.37M | Buy |
32,708
+40
| +0.1% | +$3.95K | 0.32% | 71 |
|
|
2019
Q4 | $3.94M | Sell |
32,668
-86
| -0.3% | -$10.1K | 0.42% | 47 |
|
|
2019
Q3 | $3.88M | Buy |
32,754
+2,611
| +9% | +$317K | 0.51% | 43 |
|
|
2019
Q2 | $3.75M | Buy |
30,143
+2,956
| +11% | +$357K | 0.49% | 35 |
|
|
2019
Q1 | $3.35M | Buy |
27,187
+1,090
| +4% | +$129K | 0.5% | 36 |
|
|
2018
Q4 | $2.84M | Buy |
26,097
+211
| +0.8% | +$24.4K | 0.56% | 30 |
|
|
2018
Q3 | $3.17M | Buy |
25,886
+4,086
| +19% | +$496K | 0.48% | 38 |
|
|
2018
Q2 | $2.76M | Sell |
21,800
-1,992
| -8% | -$247K | 0.63% | 24 |
|
|
2018
Q1 | $2.71M | Buy |
23,792
+7,404
| +45% | +$885K | 0.69% | 19 |
|
|
2017
Q4 | $2.05M | Buy |
+16,388
| New | +$1.94M | 0.77% | 25 |
|
Other funds holding CVX
VCM
VPM
Mutual Advisors's CVX Position: Q1 2026 in Review
Mutual Advisors increased its Chevron (CVX) stake by 0.98% in Q1 2026, buying an estimated $164K and bringing the position to 92,784 shares worth $19.2M. The position accounts for 0.41% of the portfolio, ranked #37.
Mutual Advisors first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Mutual Advisors held 92,784 shares of Chevron worth $19.2M as of Q1 2026.
- Mutual Advisors bought 901 Chevron shares in Q1 2026, an estimated $164K.
- Chevron made up 0.41% of Mutual Advisors's portfolio in Q1 2026, its #37 holding.
- Mutual Advisors first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
- 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.