Pinion 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 | $1.26M | Sell |
6,090
-281
| -4% | -$51.2K | 0.29% | 55 |
|
|
2025
Q4 | $971K | Sell |
6,371
-254
| -4% | -$38.7K | 0.24% | 67 |
|
|
2025
Q3 | $1.03M | Buy |
6,625
+731
| +12% | +$113K | 0.28% | 65 |
|
|
2025
Q2 | $844K | Buy |
5,894
+232
| +4% | +$32.7K | 0.29% | 62 |
|
|
2025
Q1 | $947K | Buy |
5,662
+85
| +2% | +$13.3K | 0.21% | 72 |
|
|
2024
Q4 | $808K | Sell |
5,577
-5
| -0.1% | -$765 | 0.32% | 59 |
|
|
2024
Q3 | $822K | Buy |
5,582
+396
| +8% | +$58.9K | 0.34% | 58 |
|
|
2024
Q2 | $811K | Sell |
5,186
-252
| -5% | -$40.2K | 0.4% | 48 |
|
|
2024
Q1 | $858K | Buy |
5,438
+103
| +2% | +$15.5K | 0.45% | 45 |
|
|
2023
Q4 | $796K | Buy |
5,335
+1,740
| +48% | +$263K | 0.48% | 40 |
|
|
2023
Q3 | $606K | Sell |
3,595
-15
| -0.4% | -$2.42K | 0.39% | 56 |
|
|
2023
Q2 | $568K | Buy |
3,610
+1,100
| +44% | +$176K | 0.38% | 64 |
|
|
2023
Q1 | $410K | Sell |
2,510
-308
| -11% | -$51.6K | 0.38% | 71 |
|
|
2022
Q4 | $506K | Sell |
2,818
-1,050
| -27% | -$183K | 0.48% | 60 |
|
|
2022
Q3 | $556K | Buy |
3,868
+20
| +0.5% | +$3.05K | 0.49% | 55 |
|
|
2022
Q2 | $557K | Buy |
3,848
+299
| +8% | +$49.4K | 0.46% | 69 |
|
|
2022
Q1 | $578K | Sell |
3,549
-15
| -0.4% | -$2.15K | 0.4% | 78 |
|
|
2021
Q4 | $418K | Sell |
3,564
-247
| -6% | -$28.1K | 0.28% | 105 |
|
|
2021
Q3 | $387K | Buy |
3,811
+79
| +2% | +$7.88K | 0.31% | 102 |
|
|
2021
Q2 | $391K | Buy |
3,732
+1
| +0% | +$106 | 0.31% | 108 |
|
|
2021
Q1 | $391K | Buy |
+3,731
| New | +$364K | 0.36% | 102 |
|
|
2020
Q1 | – | Sell |
-4,484
| Closed | -$540K | – | 98 |
|
|
2019
Q4 | $540K | Buy |
4,484
+162
| +4% | +$19.1K | 1% | 36 |
|
|
2019
Q3 | $513K | Buy |
4,322
+533
| +14% | +$64.7K | 1.05% | 33 |
|
|
2019
Q2 | $472K | Sell |
3,789
-1,454
| -28% | -$176K | 1.01% | 37 |
|
|
2019
Q1 | $646K | Buy |
5,243
+286
| +6% | +$33.8K | 1.13% | 22 |
|
|
2018
Q4 | $539K | Buy |
4,957
+1,159
| +31% | +$134K | 1.13% | 25 |
|
|
2018
Q3 | $464K | Buy |
3,798
+301
| +9% | +$36.5K | 0.89% | 43 |
|
|
2018
Q2 | $442K | Buy |
3,497
+1,223
| +54% | +$152K | 0.86% | 42 |
|
|
2018
Q1 | $259K | Buy |
+2,274
| New | +$272K | 0.56% | 93 |
|
Other funds holding CVX
VCM
VPM
Pinion Investment Advisors's CVX Position: Q1 2026 in Review
Pinion Investment Advisors reduced its Chevron (CVX) stake by 4.4% in Q1 2026, selling an estimated $51.2K and leaving 6,090 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #55.
Pinion Investment Advisors first reported a position in CVX in Q1 2018 and has held it in 29 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Pinion Investment Advisors held 6,090 shares of Chevron worth $1.26M as of Q1 2026.
- Pinion Investment Advisors sold 281 Chevron shares in Q1 2026, an estimated $51.2K.
- Chevron made up 0.29% of Pinion Investment Advisors's portfolio in Q1 2026, its #55 holding.
- Pinion Investment Advisors first reported a position in Chevron in Q1 2018 and has held it in 29 quarters since.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.