NewSquare Capital’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 | $302K | Buy |
+1,458
| New | +$266K | 0.03% | 186 |
|
|
2025
Q3 | – | Sell |
-756
| Closed | -$108K | – | 423 |
|
|
2025
Q2 | $108K | Buy |
756
+235
| +45% | +$33.1K | 0.01% | 211 |
|
|
2025
Q1 | $87.2K | Buy |
521
+457
| +714% | +$71.5K | 0.01% | 200 |
|
|
2024
Q4 | $9.33K | Buy |
+64
| New | +$9.8K | ﹤0.01% | 278 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 312 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$1.59K | – | 326 |
|
|
2024
Q1 | $1.64K | Sell |
10
-14
| -58% | -$2.11K | ﹤0.01% | 348 |
|
|
2023
Q4 | $3.64K | Sell |
24
-491
| -95% | -$74.3K | ﹤0.01% | 344 |
|
|
2023
Q3 | $86.9K | Sell |
515
-250
| -33% | -$40.4K | 0.01% | 176 |
|
|
2023
Q2 | $120K | Buy |
765
+570
| +292% | +$91.4K | 0.01% | 164 |
|
|
2023
Q1 | $31.9K | Buy |
195
+67
| +52% | +$11.2K | ﹤0.01% | 220 |
|
|
2022
Q4 | $23K | Sell |
128
-43
| -25% | -$7.5K | ﹤0.01% | 214 |
|
|
2022
Q3 | $25K | Sell |
171
-188
| -52% | -$28.7K | ﹤0.01% | 201 |
|
|
2022
Q2 | $52K | Sell |
359
-23,112
| -98% | -$3.82M | 0.01% | 188 |
|
|
2022
Q1 | $3.82M | Buy |
23,471
+1,884
| +9% | +$270K | 0.41% | 79 |
|
|
2021
Q4 | $2.53M | Buy |
21,587
+1,905
| +10% | +$216K | 0.27% | 96 |
|
|
2021
Q3 | $2M | Buy |
19,682
+626
| +3% | +$62.4K | 0.23% | 102 |
|
|
2021
Q2 | $2M | Buy |
19,056
+2,120
| +13% | +$224K | 0.24% | 101 |
|
|
2021
Q1 | $1.77M | Buy |
16,936
+457
| +3% | +$44.6K | 0.23% | 102 |
|
|
2020
Q4 | $1.39M | Sell |
16,479
-201
| -1% | -$16.3K | 0.19% | 109 |
|
|
2020
Q3 | $1.2M | Buy |
16,680
+872
| +6% | +$73.3K | 0.19% | 98 |
|
|
2020
Q2 | $1.41M | Buy |
15,808
+448
| +3% | +$40.1K | 0.24% | 92 |
|
|
2020
Q1 | $1.11M | Buy |
15,360
+130
| +0.9% | +$12.8K | 0.21% | 83 |
|
|
2019
Q4 | $1.83M | Buy |
15,230
+1,372
| +10% | +$162K | 0.3% | 70 |
|
|
2019
Q3 | $1.64M | Buy |
13,858
+715
| +5% | +$86.8K | 0.3% | 72 |
|
|
2019
Q2 | $1.64M | Buy |
13,143
+12,746
| +3,211% | +$1.54M | 0.3% | 70 |
|
|
2019
Q1 | $49K | Hold |
397
| – | – | 0.01% | 164 |
|
|
2018
Q4 | $43K | Hold |
397
| – | – | 0.01% | 159 |
|
|
2018
Q3 | $49K | Hold |
397
| – | – | 0.01% | 169 |
|
|
2018
Q2 | $49K | Hold |
397
| – | – | 0.01% | 170 |
|
|
2018
Q1 | $45K | Hold |
397
| – | – | 0.01% | 159 |
|
|
2017
Q4 | $50K | Buy |
397
+368
| +1,269% | +$43.6K | 0.01% | 152 |
|
|
2017
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 289 |
|
|
2017
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 276 |
|
|
2017
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 283 |
|
|
2016
Q4 | $3K | Sell |
29
-95
| -77% | -$10.3K | ﹤0.01% | 294 |
|
|
2016
Q3 | $13K | Buy |
124
+96
| +343% | +$9.8K | ﹤0.01% | 236 |
|
|
2016
Q2 | $3K | Buy |
+28
| New | +$2.82K | ﹤0.01% | 318 |
|
|
2015
Q1 | – | Sell |
-7,502
| Closed | -$842K | – | 321 |
|
|
2014
Q4 | $842K | Buy |
7,502
+1,264
| +20% | +$144K | 0.28% | 53 |
|
|
2014
Q3 | $744K | Buy |
6,238
+698
| +13% | +$89.1K | 0.26% | 64 |
|
|
2014
Q2 | $723K | Sell |
5,540
-33
| -0.6% | -$4.11K | 0.26% | 65 |
|
|
2014
Q1 | $663K | Buy |
5,573
+239
| +4% | +$27.8K | 0.27% | 62 |
|
|
2013
Q4 | $666K | Buy |
5,334
+528
| +11% | +$63.8K | 0.32% | 44 |
|
|
2013
Q3 | $584K | Buy |
4,806
+99
| +2% | +$12.2K | 0.28% | 48 |
|
|
2013
Q2 | $557K | Buy |
+4,707
| New | +$569K | 0.28% | 53 |
|
Other funds holding CVX
VCM
VPM
NewSquare Capital's CVX Position: Q1 2026 in Review
NewSquare Capital opened a new position in Chevron (CVX) in Q1 2026: 1,458 shares worth $302K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in CVX as recently as Q2 2025.
NewSquare Capital first reported a position in CVX in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.82M in Q1 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- NewSquare Capital held 1,458 shares of Chevron worth $302K as of Q1 2026.
- Chevron was a new NewSquare Capital position in Q1 2026.
- Chevron made up 0.03% of NewSquare Capital's portfolio in Q1 2026, its #186 holding.
- NewSquare Capital first reported a position in Chevron in Q2 2013 and has held it in 43 quarters since.
- NewSquare Capital's Chevron position peaked at $3.82M in Q1 2022.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.