Northwest 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
Q2 | $467K | Buy |
2,819
+930
| +49% | +$173K | 0.06% | 138 |
|
|
2026
Q1 | $391K | Buy |
1,889
+84
| +5% | +$15.3K | 0.06% | 146 |
|
|
2025
Q4 | $275K | Sell |
1,805
-766
| -30% | -$117K | 0.04% | 196 |
|
|
2025
Q3 | $399K | Buy |
2,571
+729
| +40% | +$113K | 0.07% | 127 |
|
|
2025
Q2 | $264K | Buy |
1,842
+93
| +5% | +$13.1K | 0.05% | 162 |
|
|
2025
Q1 | $293K | Sell |
1,749
-1
| -0.1% | -$157 | 0.06% | 138 |
|
|
2024
Q4 | $253K | Sell |
1,750
-16
| -0.9% | -$2.45K | 0.05% | 140 |
|
|
2024
Q3 | $260K | Sell |
1,766
-118
| -6% | -$17.6K | 0.06% | 133 |
|
|
2024
Q2 | $295K | Buy |
1,884
+102
| +6% | +$16.3K | 0.08% | 121 |
|
|
2024
Q1 | $281K | Sell |
1,782
-266
| -13% | -$40.1K | 0.08% | 131 |
|
|
2023
Q4 | $306K | Sell |
2,048
-2,387
| -54% | -$361K | 0.09% | 120 |
|
|
2023
Q3 | $748K | Buy |
4,435
+55
| +1% | +$8.88K | 0.27% | 70 |
|
|
2023
Q2 | $689K | Sell |
4,380
-44
| -1% | -$7.05K | 0.25% | 72 |
|
|
2023
Q1 | $722K | Buy |
4,424
+1,859
| +72% | +$312K | 0.28% | 71 |
|
|
2022
Q4 | $460K | Buy |
2,565
+395
| +18% | +$68.9K | 0.2% | 90 |
|
|
2022
Q3 | $312K | Buy |
2,170
+677
| +45% | +$103K | 0.14% | 112 |
|
|
2022
Q2 | $216K | Sell |
1,493
-30
| -2% | -$4.96K | 0.09% | 133 |
|
|
2022
Q1 | $248K | Buy |
+1,523
| New | +$218K | 0.12% | 116 |
|
|
2021
Q3 | – | Sell |
-1,924
| Closed | -$201K | – | 121 |
|
|
2021
Q2 | $201K | Buy |
+1,924
| New | +$203K | 0.11% | 126 |
|
|
2019
Q4 | – | Sell |
-2,456
| Closed | -$291K | – | 102 |
|
|
2019
Q3 | $291K | Sell |
2,456
-386
| -14% | -$46.9K | 0.24% | 92 |
|
|
2019
Q2 | $354K | Buy |
2,842
+3
| +0.1% | +$363 | 0.29% | 84 |
|
|
2019
Q1 | $350K | Sell |
2,839
-7
| -0.2% | -$828 | 0.26% | 81 |
|
|
2018
Q4 | $310K | Buy |
2,846
+288
| +11% | +$33.4K | 0.26% | 79 |
|
|
2018
Q3 | $313K | Buy |
2,558
+3
| +0.1% | +$364 | 0.23% | 86 |
|
|
2018
Q2 | $323K | Buy |
2,555
+3
| +0.1% | +$372 | 0.24% | 77 |
|
|
2018
Q1 | $291K | Buy |
2,552
+47
| +2% | +$5.62K | 0.22% | 85 |
|
|
2017
Q4 | $314K | Buy |
2,505
+29
| +1% | +$3.44K | 0.26% | 72 |
|
|
2017
Q3 | $291K | Sell |
2,476
-67
| -3% | -$7.31K | 0.41% | 49 |
|
|
2017
Q2 | $265K | Sell |
2,543
-288
| -10% | -$30.5K | 0.24% | 79 |
|
|
2017
Q1 | $304K | Buy |
2,831
+3
| +0.1% | +$336 | 0.28% | 71 |
|
|
2016
Q4 | $333K | Buy |
+2,828
| New | +$308K | 0.34% | 62 |
|
Other funds holding CVX
Northwest Wealth Management's CVX Position: Q2 2026 in Review
Northwest Wealth Management increased its Chevron (CVX) stake by 49% in Q2 2026, buying an estimated $173K and bringing the position to 2,819 shares worth $467K. The position accounts for 0.06% of the portfolio, ranked #138.
Northwest Wealth Management first reported a position in CVX in Q4 2016 and has held it in 31 quarters since. The position peaked at $748K in Q3 2023. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Northwest Wealth Management held 2,819 shares of Chevron worth $467K as of Q2 2026.
- Northwest Wealth Management bought 930 Chevron shares in Q2 2026, an estimated $173K.
- Chevron made up 0.06% of Northwest Wealth Management's portfolio in Q2 2026, its #138 holding.
- Northwest Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 31 quarters since.
- Northwest Wealth Management's Chevron position peaked at $748K in Q3 2023.
- 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.