Northwest Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-40
| Closed | -$6.21K | – | 125 |
|
|
2025
Q3 | $6.21K | Sell |
40
-1,522
| -97% | -$236K | 0.01% | 207 |
|
|
2025
Q2 | $224K | Sell |
1,562
-65
| -4% | -$9.16K | 0.12% | 105 |
|
|
2025
Q1 | $272K | Hold |
1,627
| – | – | 0.11% | 101 |
|
|
2024
Q4 | $236K | Hold |
1,627
| – | – | 0.1% | 95 |
|
|
2024
Q3 | $240K | Hold |
1,627
| – | – | 0.09% | 93 |
|
|
2024
Q2 | $254K | Sell |
1,627
-412
| -20% | -$65.7K | 0.09% | 90 |
|
|
2024
Q1 | $322K | Hold |
2,039
| – | – | 0.1% | 88 |
|
|
2023
Q4 | $304K | Buy |
2,039
+29
| +1% | +$4.39K | 0.1% | 84 |
|
|
2023
Q3 | $339K | Sell |
2,010
-22
| -1% | -$3.55K | 0.13% | 81 |
|
|
2023
Q2 | $320K | Buy |
2,032
+3
| +0.1% | +$481 | 0.13% | 83 |
|
|
2023
Q1 | $331K | Sell |
2,029
-223
| -10% | -$37.4K | 0.16% | 74 |
|
|
2022
Q4 | $404K | Buy |
2,252
+5
| +0.2% | +$873 | 0.21% | 64 |
|
|
2022
Q3 | $323K | Buy |
2,247
+53
| +2% | +$8.08K | 0.19% | 66 |
|
|
2022
Q2 | $318K | Buy |
2,194
+5
| +0.2% | +$827 | 0.17% | 68 |
|
|
2022
Q1 | $356K | Buy |
2,189
+45
| +2% | +$6.45K | 0.17% | 67 |
|
|
2021
Q4 | $291K | Sell |
2,144
-28
| -1% | -$3.18K | 0.14% | 73 |
|
|
2021
Q3 | $245K | Sell |
2,172
-43
| -2% | -$4.29K | 0.13% | 80 |
|
|
2021
Q2 | $225K | Buy |
+2,215
| New | +$234K | 0.13% | 79 |
|
|
2020
Q3 | – | Sell |
-2,333
| Closed | -$208K | – | 59 |
|
|
2020
Q2 | $208K | Sell |
2,333
-1,618
| -41% | -$145K | 0.18% | 54 |
|
|
2020
Q1 | $286K | Sell |
3,951
-136
| -3% | -$13.4K | 0.29% | 43 |
|
|
2019
Q4 | $493K | Buy |
4,087
+742
| +22% | +$87.4K | 0.45% | 32 |
|
|
2019
Q3 | $397K | Hold |
3,345
| – | – | 0.42% | 40 |
|
|
2019
Q2 | $416K | Sell |
3,345
-1,899
| -36% | -$230K | 0.45% | 37 |
|
|
2019
Q1 | $646K | Sell |
5,244
-12
| -0.2% | -$1.42K | 0.78% | 24 |
|
|
2018
Q4 | $571K | Buy |
5,256
+12
| +0.2% | +$1.39K | 0.8% | 29 |
|
|
2018
Q3 | $641K | Sell |
5,244
-98
| -2% | -$11.9K | 0.68% | 30 |
|
|
2018
Q2 | $675K | Buy |
5,342
+1,040
| +24% | +$129K | 0.84% | 23 |
|
|
2018
Q1 | $491K | Hold |
4,302
| – | – | 0.53% | 34 |
|
|
2017
Q4 | $539K | Buy |
+4,302
| New | +$510K | 0.59% | 29 |
|
Other funds holding CVX
Northwest Capital Management's CVX Position: Q4 2025 in Review
Northwest Capital Management sold out of Chevron (CVX) in Q4 2025, closing a stake of 40 shares — an estimated $6.21K sold.
Northwest Capital Management first reported a position in CVX in Q4 2017 and held it in 29 quarters. The position peaked at $675K in Q2 2018. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.
- Northwest Capital Management reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
- Northwest Capital Management sold 40 Chevron shares in Q4 2025, an estimated $6.21K.
- Northwest Capital Management first reported a position in Chevron in Q4 2017 and held it in 29 quarters.
- Northwest Capital Management's Chevron position peaked at $675K in Q2 2018.
- 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.
Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.