Northwest Quadrant Wealth Management’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 | $1.44M | Sell |
6,938
-81
| -1% | -$14.8K | 0.3% | 18 |
|
|
2025
Q4 | $1.07M | Buy |
7,019
+25
| +0.4% | +$3.81K | 0.22% | 20 |
|
|
2025
Q3 | $1.09M | Buy |
6,994
+56
| +0.8% | +$8.67K | 0.23% | 20 |
|
|
2025
Q2 | $993K | Buy |
6,938
+60
| +0.9% | +$8.46K | 0.22% | 21 |
|
|
2025
Q1 | $1.15M | Buy |
6,878
+53
| +0.8% | +$8.3K | 0.27% | 19 |
|
|
2024
Q4 | $989K | Sell |
6,825
-122
| -2% | -$18.7K | 0.22% | 21 |
|
|
2024
Q3 | $1.02M | Buy |
6,947
+52
| +0.8% | +$7.74K | 0.24% | 21 |
|
|
2024
Q2 | $1.08M | Buy |
6,895
+45
| +0.7% | +$7.18K | 0.27% | 20 |
|
|
2024
Q1 | $1.08M | Buy |
6,850
+47
| +0.7% | +$7.09K | 0.26% | 21 |
|
|
2023
Q4 | $1.01M | Sell |
6,803
-131
| -2% | -$19.8K | 0.26% | 22 |
|
|
2023
Q3 | $1.17M | Buy |
6,934
+302
| +5% | +$48.8K | 0.33% | 17 |
|
|
2023
Q2 | $1.04M | Buy |
6,632
+26
| +0.4% | +$4.17K | 0.29% | 21 |
|
|
2023
Q1 | $1.08M | Buy |
6,606
+67
| +1% | +$11.2K | 0.31% | 17 |
|
|
2022
Q4 | $1.17M | Buy |
6,539
+34
| +0.5% | +$5.93K | 0.36% | 13 |
|
|
2022
Q3 | $935K | Sell |
6,505
-11
| -0.2% | -$1.68K | 0.31% | 17 |
|
|
2022
Q2 | $930K | Sell |
6,516
-98
| -1% | -$16.2K | 0.29% | 18 |
|
|
2022
Q1 | $1.09M | Buy |
6,614
+34
| +0.5% | +$4.88K | 0.3% | 19 |
|
|
2021
Q4 | $772K | Buy |
6,580
+34
| +0.5% | +$3.86K | 0.21% | 27 |
|
|
2021
Q3 | $676K | Sell |
6,546
-43
| -0.7% | -$4.29K | 0.19% | 26 |
|
|
2021
Q2 | $684K | Buy |
6,589
+186
| +3% | +$19.6K | 0.2% | 25 |
|
|
2021
Q1 | $671K | Buy |
6,403
+50
| +0.8% | +$4.88K | 0.21% | 24 |
|
|
2020
Q4 | $542K | Sell |
6,353
-94
| -1% | -$7.61K | 0.18% | 25 |
|
|
2020
Q3 | $464K | Sell |
6,447
-310
| -5% | -$26.1K | 0.18% | 29 |
|
|
2020
Q2 | $592K | Sell |
6,757
-89
| -1% | -$7.97K | 0.25% | 23 |
|
|
2020
Q1 | $634K | Buy |
6,846
+286
| +4% | +$28.3K | 0.29% | 20 |
|
|
2019
Q4 | $786K | Buy |
6,560
+15
| +0.2% | +$1.77K | 0.32% | 19 |
|
|
2019
Q3 | $763K | Sell |
6,545
-70
| -1% | -$8.5K | 0.33% | 19 |
|
|
2019
Q2 | $814K | Buy |
6,615
+319
| +5% | +$38.6K | 0.37% | 17 |
|
|
2019
Q1 | $787K | Buy |
6,296
+55
| +0.9% | +$6.51K | 0.37% | 18 |
|
|
2018
Q4 | $700K | Sell |
6,241
-55
| -0.9% | -$6.37K | 0.35% | 18 |
|
|
2018
Q3 | $752K | Sell |
6,296
-165
| -3% | -$20K | 0.46% | 14 |
|
|
2018
Q2 | $817K | Buy |
6,461
+52
| +0.8% | +$6.46K | 0.55% | 11 |
|
|
2018
Q1 | $731K | Buy |
6,409
+56
| +0.9% | +$6.69K | 0.47% | 18 |
|
|
2017
Q4 | $716K | Sell |
6,353
-201
| -3% | -$23.8K | 0.49% | 18 |
|
|
2017
Q3 | $768K | Buy |
6,554
+584
| +10% | +$63.7K | 0.57% | 17 |
|
|
2017
Q2 | $659K | Sell |
5,970
-246
| -4% | -$26.1K | 0.56% | 18 |
|
|
2017
Q1 | $663K | Buy |
6,216
+78
| +1% | +$8.75K | 0.63% | 17 |
|
|
2016
Q4 | $694K | Buy |
+6,138
| New | +$668K | 0.74% | 16 |
|
Other funds holding CVX
VCM
VPM
Northwest Quadrant Wealth Management's CVX Position: Q1 2026 in Review
Northwest Quadrant Wealth Management reduced its Chevron (CVX) stake by 1.2% in Q1 2026, selling an estimated $14.8K and leaving 6,938 shares worth $1.44M. The position accounts for 0.3% of the portfolio, ranked #18.
Northwest Quadrant Wealth Management first reported a position in CVX in Q4 2016 and has held it in 38 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Northwest Quadrant Wealth Management held 6,938 shares of Chevron worth $1.44M as of Q1 2026.
- Northwest Quadrant Wealth Management sold 81 Chevron shares in Q1 2026, an estimated $14.8K.
- Chevron made up 0.3% of Northwest Quadrant Wealth Management's portfolio in Q1 2026, its #18 holding.
- Northwest Quadrant Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 38 quarters since.
- 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Northwest Quadrant Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.