Prime Capital 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
$35.7M Buy
172,421
+29,614
+21% +$5.4M 0.41% 59
2025
Q4
$21.8M Buy
142,807
+7,254
+5% +$1.1M 0.27% 70
2025
Q3
$21.1M Sell
135,553
-4,814
-3% -$746K 0.26% 71
2025
Q2
$20.1M Sell
140,367
-32,207
-19% -$4.54M 0.27% 72
2025
Q1
$28.9M Buy
172,574
+26,584
+18% +$4.16M 0.34% 60
2024
Q4
$21.1M Buy
145,990
+987
+0.7% +$151K 0.31% 63
2024
Q3
$21.4M Sell
145,003
-5,563
-4% -$828K 0.3% 64
2024
Q2
$23.6M Sell
150,566
-18,767
-11% -$2.99M 0.35% 60
2024
Q1
$26.7M Sell
169,333
-49,266
-23% -$7.43M 0.37% 62
2023
Q4
$32.6M Buy
218,599
+41,679
+24% +$6.3M 0.49% 45
2023
Q3
$29.8M Buy
176,920
+13,766
+8% +$2.22M 0.61% 36
2023
Q2
$25.7M Buy
163,154
+68,564
+72% +$11M 0.51% 47
2023
Q1
$15.4M Sell
94,590
-55,385
-37% -$9.29M 0.63% 36
2022
Q4
$26.9M Buy
149,975
+66,254
+79% +$11.6M 1.02% 25
2022
Q3
$12M Buy
83,721
+35,341
+73% +$5.39M 0.69% 30
2022
Q2
$7M Buy
48,380
+2,475
+5% +$409K 0.42% 42
2022
Q1
$5.39M Sell
45,905
-11,423
-20% -$1.64M 0.3% 66
2021
Q4
$6.73M Sell
57,328
-7,450
-12% -$846K 0.36% 51
2021
Q3
$6.57M Sell
64,778
-28,817
-31% -$2.87M 0.41% 40
2021
Q2
$9.8M Buy
93,595
+43,098
+85% +$4.55M 0.57% 28
2021
Q1
$5.29M Buy
50,497
+7,178
+17% +$701K 0.38% 44
2020
Q4
$3.66M Sell
43,319
-29,813
-41% -$2.41M 0.28% 68
2020
Q3
$5.27M Buy
73,132
+4,178
+6% +$351K 0.44% 34
2020
Q2
$6.15M Buy
68,954
+42,740
+163% +$3.83M 0.58% 24
2020
Q1
$1.9M Buy
26,214
+7,535
+40% +$745K 0.23% 80
2019
Q4
$2.25M Sell
18,679
-29,439
-61% -$3.47M 0.26% 92
2019
Q3
$5.71M Buy
48,118
+9,543
+25% +$1.16M 0.88% 25
2019
Q2
$4.8M Buy
38,575
+30,591
+383% +$3.7M 0.88% 29
2019
Q1
$983K Sell
7,984
-447
-5% -$52.9K 0.29% 80
2018
Q4
$917K Sell
8,431
-1,250
-13% -$145K 0.33% 69
2018
Q3
$1.18M Buy
9,681
+2,090
+28% +$254K 0.38% 67
2018
Q2
$960K Sell
7,591
-26,415
-78% -$3.28M 0.4% 61
2018
Q1
$3.88M Buy
34,006
+27,070
+390% +$3.24M 2.75% 8
2017
Q4
$868K Buy
+6,936
New +$822K 0.67% 41

Other funds holding CVX

Prime Capital Investment Advisors's CVX Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Chevron (CVX) stake by 21% in Q1 2026, buying an estimated $5.4M and bringing the position to 172,421 shares worth $35.7M. The position accounts for 0.41% of the portfolio, ranked #59.

Prime Capital Investment Advisors first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Prime Capital Investment Advisors held 172,421 shares of Chevron worth $35.7M as of Q1 2026.
  • Prime Capital Investment Advisors bought 29,614 Chevron shares in Q1 2026, an estimated $5.4M.
  • Chevron made up 0.41% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • Prime Capital Investment Advisors first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.