Naples Global 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 | $5.14M | Sell |
30,987
-76
| -0.2% | -$14.1K | 0.32% | 82 |
|
|
2026
Q1 | $6.43M | Sell |
31,063
-128
| -0.4% | -$23.3K | 0.47% | 68 |
|
|
2025
Q4 | $4.75M | Buy |
31,191
+275
| +0.9% | +$41.9K | 0.36% | 79 |
|
|
2025
Q3 | $4.8M | Buy |
30,916
+1,149
| +4% | +$178K | 0.37% | 76 |
|
|
2025
Q2 | $4.26M | Buy |
29,767
+986
| +3% | +$139K | 0.37% | 81 |
|
|
2025
Q1 | $4.81M | Buy |
28,781
+586
| +2% | +$91.7K | 0.46% | 71 |
|
|
2024
Q4 | $4.08M | Sell |
28,195
-1,275
| -4% | -$195K | 0.38% | 76 |
|
|
2024
Q3 | $4.34M | Buy |
29,470
+865
| +3% | +$129K | 0.4% | 73 |
|
|
2024
Q2 | $4.47M | Buy |
28,605
+510
| +2% | +$81.3K | 0.45% | 66 |
|
|
2024
Q1 | $4.43M | Buy |
28,095
+2,409
| +9% | +$364K | 0.45% | 67 |
|
|
2023
Q4 | $3.83M | Sell |
25,686
-714
| -3% | -$108K | 0.42% | 70 |
|
|
2023
Q3 | $4.45M | Buy |
26,400
+784
| +3% | +$127K | 0.54% | 52 |
|
|
2023
Q2 | $4.03M | Sell |
25,616
-5
| -0% | -$802 | 0.47% | 63 |
|
|
2023
Q1 | $4.18M | Buy |
25,621
+706
| +3% | +$118K | 0.52% | 54 |
|
|
2022
Q4 | $4.47M | Buy |
24,915
+839
| +3% | +$146K | 0.57% | 47 |
|
|
2022
Q3 | $3.46M | Buy |
24,076
+496
| +2% | +$75.6K | 0.48% | 62 |
|
|
2022
Q2 | $3.41M | Buy |
23,580
+306
| +1% | +$50.6K | 0.44% | 68 |
|
|
2022
Q1 | $3.79M | Sell |
23,274
-684
| -3% | -$98.1K | 0.44% | 72 |
|
|
2021
Q4 | $2.81M | Sell |
23,958
-1,078
| -4% | -$122K | 0.33% | 95 |
|
|
2021
Q3 | $2.54M | Buy |
25,036
+1,643
| +7% | +$164K | 0.33% | 90 |
|
|
2021
Q2 | $2.45M | Buy |
23,393
+388
| +2% | +$41K | 0.34% | 90 |
|
|
2021
Q1 | $2.41M | Buy |
23,005
+380
| +2% | +$37.1K | 0.37% | 85 |
|
|
2020
Q4 | $1.91M | Buy |
22,625
+3,089
| +16% | +$250K | 0.32% | 92 |
|
|
2020
Q3 | $1.41M | Buy |
19,536
+4,006
| +26% | +$337K | 0.27% | 115 |
|
|
2020
Q2 | $1.39M | Buy |
15,530
+6,929
| +81% | +$620K | 0.3% | 107 |
|
|
2020
Q1 | $623K | Buy |
8,601
+989
| +13% | +$97.7K | 0.16% | 175 |
|
|
2019
Q4 | $917K | Buy |
7,612
+615
| +9% | +$72.4K | 0.19% | 160 |
|
|
2019
Q3 | $830K | Sell |
6,997
-55
| -0.8% | -$6.68K | 0.19% | 156 |
|
|
2019
Q2 | $878K | Hold |
7,052
| – | – | 0.21% | 146 |
|
|
2019
Q1 | $869K | Sell |
7,052
-37
| -0.5% | -$4.38K | 0.22% | 147 |
|
|
2018
Q4 | $804K | Buy |
7,089
+1,097
| +18% | +$127K | 0.23% | 147 |
|
|
2018
Q3 | $733K | Buy |
5,992
+670
| +13% | +$81.3K | 0.19% | 162 |
|
|
2018
Q2 | $673K | Buy |
5,322
+651
| +14% | +$80.8K | 0.19% | 166 |
|
|
2018
Q1 | $533K | Buy |
4,671
+90
| +2% | +$10.8K | 0.16% | 188 |
|
|
2017
Q4 | $573K | Buy |
4,581
+510
| +13% | +$60.5K | 0.17% | 175 |
|
|
2017
Q3 | $478K | Buy |
4,071
+76
| +2% | +$8.3K | 0.16% | 186 |
|
|
2017
Q2 | $417K | Sell |
3,995
-129
| -3% | -$13.7K | 0.15% | 193 |
|
|
2017
Q1 | $443K | Buy |
4,124
+106
| +3% | +$11.9K | 0.16% | 185 |
|
|
2016
Q4 | $473K | Sell |
4,018
-54
| -1% | -$5.88K | 0.18% | 178 |
|
|
2016
Q3 | $419K | Buy |
4,072
+100
| +3% | +$10.2K | 0.16% | 187 |
|
|
2016
Q2 | $416K | Buy |
3,972
+150
| +4% | +$15.1K | 0.17% | 184 |
|
|
2016
Q1 | $365K | Hold |
3,822
| – | – | 0.15% | 196 |
|
|
2015
Q4 | $344K | Sell |
3,822
-138
| -3% | -$12.4K | 0.17% | 182 |
|
|
2015
Q3 | $312K | Buy |
3,960
+9
| +0.2% | +$758 | 0.16% | 185 |
|
|
2015
Q2 | $381K | Sell |
3,951
-137
| -3% | -$14.4K | 0.18% | 174 |
|
|
2015
Q1 | $429K | Buy |
4,088
+235
| +6% | +$25.1K | 0.2% | 168 |
|
|
2014
Q4 | $432K | Buy |
3,853
+356
| +10% | +$40.4K | 0.23% | 155 |
|
|
2014
Q3 | $417K | Sell |
3,497
-75
| -2% | -$9.57K | 0.25% | 154 |
|
|
2014
Q2 | $466K | Buy |
3,572
+755
| +27% | +$93.9K | 0.28% | 155 |
|
|
2014
Q1 | $335K | Buy |
2,817
+941
| +50% | +$109K | 0.2% | 186 |
|
|
2013
Q4 | $234K | Buy |
+1,876
| New | +$227K | 0.16% | 216 |
|
Other funds holding CVX
Naples Global Advisors's CVX Position: Q2 2026 in Review
Naples Global Advisors reduced its Chevron (CVX) stake by 0.24% in Q2 2026, selling an estimated $14.1K and leaving 30,987 shares worth $5.14M. The position accounts for 0.32% of the portfolio, ranked #82.
Naples Global Advisors first reported a position in CVX in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.43M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Naples Global Advisors held 30,987 shares of Chevron worth $5.14M as of Q2 2026.
- Naples Global Advisors sold 76 Chevron shares in Q2 2026, an estimated $14.1K.
- Chevron made up 0.32% of Naples Global Advisors's portfolio in Q2 2026, its #82 holding.
- Naples Global Advisors first reported a position in Chevron in Q4 2013 and has held it in 51 quarters since.
- Naples Global Advisors's Chevron position peaked at $6.43M in Q1 2026.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.