Pin Oak Investment 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
Q1
$2.54M Buy
12,295
+240
+2% +$43.8K 1.8% 14
2025
Q4
$2.18M Sell
12,055
-342
-3% -$52.1K 1.53% 18
2025
Q3
$1.93M Sell
12,397
-100
-0.8% -$15.5K 1.37% 19
2025
Q2
$2.09M Sell
12,497
-242
-2% -$34.1K 1.77% 14
2025
Q1
$2.12M Sell
12,739
-128
-1% -$20K 1.61% 17
2024
Q4
$1.9M Hold
12,867
1.72% 13
2024
Q3
$1.89M Sell
12,867
-400
-3% -$59.5K 1.72% 13
2024
Q2
$2.08M Buy
13,267
+125
+1% +$19.9K 1.98% 12
2024
Q1
$2.07M Sell
13,142
-125
-0.9% -$18.9K 1.99% 12
2023
Q4
$1.98M Buy
13,267
+125
+1% +$18.9K 2.01% 12
2023
Q3
$2.22M Sell
13,142
-19
-0.1% -$3.07K 2.5% 8
2023
Q2
$2.07M Sell
13,161
-131
-1% -$21K 2.3% 11
2023
Q1
$2.17M Sell
13,292
-230
-2% -$38.6K 2.68% 10
2022
Q4
$2.43M Sell
13,522
-575
-4% -$100K 2.99% 8
2022
Q3
$2.02M Sell
14,097
-250
-2% -$38.1K 2.54% 10
2022
Q2
$2.08M Sell
14,347
-125
-0.9% -$20.7K 2.54% 9
2022
Q1
$2.36M Sell
14,472
-4,380
-23% -$628K 2.52% 9
2021
Q4
$2.21M Hold
18,852
2.24% 11
2021
Q3
$1.91M Sell
18,852
-100
-0.5% -$9.97K 2.11% 15
2021
Q2
$1.99M Buy
18,952
+7,182
+61% +$758K 2.02% 15
2021
Q1
$1.23M Hold
11,770
1.05% 30
2020
Q4
$994K Buy
11,770
+984
+9% +$79.7K 0.82% 38
2020
Q3
$777K Buy
10,786
+2,144
+25% +$180K 0.75% 39
2020
Q2
$771K Buy
8,642
+150
+2% +$13.4K 0.72% 41
2020
Q1
$615K Sell
8,492
-36
-0.4% -$3.56K 0.64% 46
2019
Q4
$1.03M Sell
8,528
-235
-3% -$27.7K 0.83% 40
2019
Q3
$1.04M Sell
8,763
-830
-9% -$101K 0.85% 42
2019
Q2
$1.19M Buy
9,593
+1,365
+17% +$165K 0.93% 44
2019
Q1
$1.01M Sell
8,228
-443
-5% -$52.4K 0.81% 46
2018
Q4
$943K Buy
8,671
+84
+1% +$9.73K 0.84% 45
2018
Q3
$1.05M Sell
8,587
-515
-6% -$62.5K 0.79% 44
2018
Q2
$1.15M Sell
9,102
-466
-5% -$57.8K 0.85% 44
2018
Q1
$1.09M Sell
9,568
-1,333
-12% -$159K 0.88% 41
2017
Q4
$1.36M Buy
+10,901
New +$1.29M 1.05% 36

Other funds holding CVX

Pin Oak Investment Advisors's CVX Position: Q1 2026 in Review

Pin Oak Investment Advisors increased its Chevron (CVX) stake by 2% in Q1 2026, buying an estimated $43.8K and bringing the position to 12,295 shares worth $2.54M. The position accounts for 1.8% of the portfolio, ranked #14.

Pin Oak Investment Advisors first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Pin Oak Investment Advisors held 12,295 shares of Chevron worth $2.54M as of Q1 2026.
  • Pin Oak Investment Advisors bought 240 Chevron shares in Q1 2026, an estimated $43.8K.
  • Chevron made up 1.8% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #14 holding.
  • Pin Oak Investment Advisors first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.