Outlook Wealth 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 | $2.56M | Sell |
15,430
-91
| -0.6% | -$16.9K | 0.55% | 40 |
|
|
2026
Q1 | $3.21M | Sell |
15,521
-71
| -0.5% | -$12.9K | 0.78% | 27 |
|
|
2025
Q4 | $2.38M | Sell |
15,592
-135
| -0.9% | -$20.6K | 0.54% | 37 |
|
|
2025
Q3 | $2.44M | Buy |
15,727
+1,671
| +12% | +$259K | 0.61% | 34 |
|
|
2025
Q2 | $2.01M | Sell |
14,056
-291
| -2% | -$41K | 0.52% | 37 |
|
|
2025
Q1 | $2.4M | Buy |
14,347
+1
| +0% | +$157 | 0.67% | 27 |
|
|
2024
Q4 | $2.08M | Sell |
14,346
-247
| -2% | -$37.8K | 0.6% | 31 |
|
|
2024
Q3 | $2.15M | Sell |
14,593
-507
| -3% | -$75.5K | 0.62% | 33 |
|
|
2024
Q2 | $2.36M | Buy |
15,100
+544
| +4% | +$86.7K | 0.74% | 28 |
|
|
2024
Q1 | $2.3M | Buy |
14,556
+1,944
| +15% | +$293K | 0.71% | 31 |
|
|
2023
Q4 | $1.88M | Sell |
12,612
-82
| -0.6% | -$12.4K | 0.66% | 33 |
|
|
2023
Q3 | $2.14M | Buy |
12,694
+639
| +5% | +$103K | 0.82% | 30 |
|
|
2023
Q2 | $1.9M | Buy |
12,055
+22
| +0.2% | +$3.53K | 0.72% | 33 |
|
|
2023
Q1 | $1.96M | Sell |
12,033
-99
| -0.8% | -$16.6K | 0.87% | 27 |
|
|
2022
Q4 | $2.18M | Sell |
12,132
-62
| -0.5% | -$10.8K | 1.03% | 21 |
|
|
2022
Q3 | $1.75M | Sell |
12,194
-11
| -0.1% | -$1.68K | 0.79% | 32 |
|
|
2022
Q2 | $1.77M | Sell |
12,205
-1,295
| -10% | -$214K | 0.72% | 32 |
|
|
2022
Q1 | $2.2M | Sell |
13,500
-3,483
| -21% | -$500K | 0.74% | 27 |
|
|
2021
Q4 | $1.99M | Sell |
16,983
-1,478
| -8% | -$168K | 0.59% | 34 |
|
|
2021
Q3 | $1.87M | Sell |
18,461
-2,977
| -14% | -$297K | 0.61% | 40 |
|
|
2021
Q2 | $2.25M | Buy |
21,438
+609
| +3% | +$64.3K | 0.72% | 35 |
|
|
2021
Q1 | $2.18M | Buy |
20,829
+305
| +1% | +$29.8K | 0.76% | 32 |
|
|
2020
Q4 | $1.73M | Sell |
20,524
-3,379
| -14% | -$274K | 0.63% | 39 |
|
|
2020
Q3 | $1.72M | Buy |
23,903
+241
| +1% | +$20.3K | 0.68% | 34 |
|
|
2020
Q2 | $2.11M | Sell |
23,662
-343
| -1% | -$30.7K | 0.89% | 26 |
|
|
2020
Q1 | $1.74M | Buy |
24,005
+20,379
| +562% | +$2.01M | 0.98% | 28 |
|
|
2019
Q4 | $682K | Sell |
3,626
-26,111
| -88% | -$3.08M | 0.38% | 50 |
|
|
2019
Q3 | $3.53M | Sell |
29,737
-686
| -2% | -$83.3K | 2.1% | 8 |
|
|
2019
Q2 | $3.79M | Buy |
30,423
+886
| +3% | +$107K | 2.5% | 7 |
|
|
2019
Q1 | $3.64M | Sell |
29,537
-1,873
| -6% | -$222K | 3% | 6 |
|
|
2018
Q4 | $3.42M | Buy |
+31,410
| New | +$3.64M | 1.56% | 11 |
|
Other funds holding CVX
Outlook Wealth Advisors's CVX Position: Q2 2026 in Review
Outlook Wealth Advisors reduced its Chevron (CVX) stake by 0.59% in Q2 2026, selling an estimated $16.9K and leaving 15,430 shares worth $2.56M. The position accounts for 0.55% of the portfolio, ranked #40.
Outlook Wealth Advisors first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.79M in Q2 2019. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Outlook Wealth Advisors held 15,430 shares of Chevron worth $2.56M as of Q2 2026.
- Outlook Wealth Advisors sold 91 Chevron shares in Q2 2026, an estimated $16.9K.
- Chevron made up 0.55% of Outlook Wealth Advisors's portfolio in Q2 2026, its #40 holding.
- Outlook Wealth Advisors first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- Outlook Wealth Advisors's Chevron position peaked at $3.79M in Q2 2019.
- 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.