Perigon 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 | $14.9M | Sell |
72,115
-846
| -1% | -$154K | 0.27% | 73 |
|
|
2025
Q4 | $11.1M | Sell |
72,961
-487
| -0.7% | -$74.2K | 0.2% | 101 |
|
|
2025
Q3 | $11.4M | Buy |
73,448
+11,875
| +19% | +$1.84M | 0.23% | 92 |
|
|
2025
Q2 | $8.82M | Sell |
61,573
-13,405
| -18% | -$1.89M | 0.21% | 105 |
|
|
2025
Q1 | $12.5M | Sell |
74,978
-10,709
| -12% | -$1.68M | 0.32% | 63 |
|
|
2024
Q4 | $13.7M | Buy |
85,687
+6,591
| +8% | +$1.01M | 0.34% | 63 |
|
|
2024
Q3 | $11.6M | Sell |
79,096
-886
| -1% | -$132K | 0.31% | 68 |
|
|
2024
Q2 | $12.5M | Buy |
79,982
+1,293
| +2% | +$206K | 0.36% | 60 |
|
|
2024
Q1 | $12.4M | Buy |
78,689
+3,441
| +5% | +$519K | 0.38% | 58 |
|
|
2023
Q4 | $11.2M | Buy |
75,248
+539
| +0.7% | +$81.5K | 0.37% | 57 |
|
|
2023
Q3 | $12.6M | Sell |
74,709
-1,242
| -2% | -$201K | 0.51% | 45 |
|
|
2023
Q2 | $12M | Buy |
75,951
+15,034
| +25% | +$2.41M | 0.47% | 47 |
|
|
2023
Q1 | $9.94M | Buy |
60,917
+1,411
| +2% | +$237K | 0.57% | 34 |
|
|
2022
Q4 | $10.7M | Buy |
59,506
+4,241
| +8% | +$740K | 0.66% | 30 |
|
|
2022
Q3 | $7.94M | Buy |
55,265
+1,123
| +2% | +$171K | 0.69% | 26 |
|
|
2022
Q2 | $7.84M | Buy |
54,142
+2,234
| +4% | +$369K | 0.66% | 27 |
|
|
2022
Q1 | $8.45M | Buy |
51,908
+4,234
| +9% | +$607K | 0.6% | 29 |
|
|
2021
Q4 | $5.59M | Buy |
47,674
+2,571
| +6% | +$292K | 0.4% | 49 |
|
|
2021
Q3 | $4.58M | Buy |
45,103
+548
| +1% | +$54.7K | 0.4% | 48 |
|
|
2021
Q2 | $4.67M | Buy |
44,555
+2,563
| +6% | +$271K | 0.42% | 50 |
|
|
2021
Q1 | $4.4M | Buy |
41,992
+1,097
| +3% | +$107K | 0.45% | 43 |
|
|
2020
Q4 | $3.45M | Sell |
40,895
-2,788
| -6% | -$226K | 0.4% | 47 |
|
|
2020
Q3 | $3.15M | Buy |
43,683
+3,223
| +8% | +$271K | 0.44% | 44 |
|
|
2020
Q2 | $3.61M | Sell |
40,460
-2,455
| -6% | -$220K | 0.57% | 39 |
|
|
2020
Q1 | $3.62M | Buy |
42,915
+7,113
| +20% | +$703K | 0.67% | 37 |
|
|
2019
Q4 | $4.32M | Sell |
35,802
-1,076
| -3% | -$127K | 0.88% | 28 |
|
|
2019
Q3 | $4.29M | Buy |
36,878
+1,051
| +3% | +$128K | 1.01% | 27 |
|
|
2019
Q2 | $4.46M | Sell |
35,827
-188
| -0.5% | -$22.7K | 1.04% | 25 |
|
|
2019
Q1 | $4.25M | Sell |
36,015
-159
| -0.4% | -$18.8K | 0.99% | 24 |
|
|
2018
Q4 | $4.1M | Buy |
36,174
+2,499
| +7% | +$289K | 1.05% | 22 |
|
|
2018
Q3 | $4.12M | Sell |
33,675
-444
| -1% | -$53.9K | 1.01% | 24 |
|
|
2018
Q2 | $4.31M | Buy |
34,119
+1,521
| +5% | +$189K | 1.3% | 16 |
|
|
2018
Q1 | $3.72M | Sell |
32,598
-1,750
| -5% | -$209K | 1.37% | 18 |
|
|
2017
Q4 | $4.3M | Sell |
34,348
-2,769
| -7% | -$328K | 1.6% | 16 |
|
|
2017
Q3 | $4.36M | Sell |
37,117
-7,925
| -18% | -$865K | 1.42% | 16 |
|
|
2017
Q2 | $4.7M | Sell |
45,042
-1,941
| -4% | -$206K | 1.02% | 23 |
|
|
2017
Q1 | $5.04M | Buy |
46,983
+33
| +0.1% | +$3.7K | 1.07% | 20 |
|
|
2016
Q4 | $5.38M | Buy |
46,950
+721
| +2% | +$78.5K | 1.18% | 19 |
|
|
2016
Q3 | $4.76M | Buy |
46,229
+2,992
| +7% | +$306K | 1.22% | 17 |
|
|
2016
Q2 | $4.53M | Buy |
43,237
+1,241
| +3% | +$125K | 1.2% | 18 |
|
|
2016
Q1 | $4.08M | Hold |
41,996
| – | – | 1.27% | 19 |
|
|
2015
Q4 | $3.78M | Buy |
41,996
+6,415
| +18% | +$578K | 1.04% | 22 |
|
|
2015
Q3 | $2.81M | Sell |
35,581
-1,390
| -4% | -$117K | 0.83% | 25 |
|
|
2015
Q2 | $3.57M | Buy |
36,971
+884
| +2% | +$92.8K | 0.94% | 19 |
|
|
2015
Q1 | $3.79M | Buy |
36,087
+17,769
| +97% | +$1.9M | 1.04% | 16 |
|
|
2014
Q4 | $2.06M | Sell |
18,318
-729
| -4% | -$82.8K | 0.62% | 48 |
|
|
2014
Q3 | $2.27M | Sell |
19,047
-18,466
| -49% | -$2.36M | 0.68% | 41 |
|
|
2014
Q2 | $4.9M | Sell |
37,513
-615
| -2% | -$76.5K | 1.4% | 10 |
|
|
2014
Q1 | $4.53M | Buy |
38,128
+174
| +0.5% | +$20.2K | 2.5% | 4 |
|
|
2013
Q4 | $4.74M | Buy |
+37,954
| New | +$4.59M | 2.63% | 5 |
|
Other funds holding CVX
VCM
VPM
Perigon Wealth Management's CVX Position: Q1 2026 in Review
Perigon Wealth Management reduced its Chevron (CVX) stake by 1.2% in Q1 2026, selling an estimated $154K and leaving 72,115 shares worth $14.9M. The position accounts for 0.27% of the portfolio, ranked #73.
Perigon Wealth Management first reported a position in CVX in Q4 2013 and has held it in 50 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Perigon Wealth Management held 72,115 shares of Chevron worth $14.9M as of Q1 2026.
- Perigon Wealth Management sold 846 Chevron shares in Q1 2026, an estimated $154K.
- Chevron made up 0.27% of Perigon Wealth Management's portfolio in Q1 2026, its #73 holding.
- Perigon Wealth Management first reported a position in Chevron in Q4 2013 and has held it in 50 quarters since.
- 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.