Principle Wealth Partners’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 | $10.9M | Sell |
52,844
-105
| -0.2% | -$19.1K | 0.62% | 37 |
|
|
2025
Q4 | $8.07M | Sell |
52,949
-690
| -1% | -$105K | 0.45% | 47 |
|
|
2025
Q3 | $8.33M | Buy |
53,639
+638
| +1% | +$98.8K | 0.48% | 44 |
|
|
2025
Q2 | $7.59M | Buy |
53,001
+14,224
| +37% | +$2.01M | 0.47% | 44 |
|
|
2025
Q1 | $6.49M | Sell |
38,777
-325
| -0.8% | -$50.9K | 0.46% | 51 |
|
|
2024
Q4 | $5.66M | Buy |
39,102
+199
| +0.5% | +$30.5K | 0.4% | 58 |
|
|
2024
Q3 | $5.73M | Buy |
38,903
+1,851
| +5% | +$276K | 0.41% | 58 |
|
|
2024
Q2 | $5.8M | Sell |
37,052
-4
| -0% | -$638 | 0.44% | 54 |
|
|
2024
Q1 | $5.85M | Buy |
37,056
+1,369
| +4% | +$207K | 0.46% | 53 |
|
|
2023
Q4 | $5.32M | Sell |
35,687
-702
| -2% | -$106K | 0.46% | 52 |
|
|
2023
Q3 | $6.14M | Sell |
36,389
-1,100
| -3% | -$178K | 0.62% | 43 |
|
|
2023
Q2 | $5.9M | Buy |
37,489
+16
| +0% | +$2.56K | 0.59% | 41 |
|
|
2023
Q1 | $6.11M | Sell |
37,473
-2,941
| -7% | -$493K | 0.65% | 41 |
|
|
2022
Q4 | $7.25M | Sell |
40,414
-1,799
| -4% | -$314K | 0.82% | 29 |
|
|
2022
Q3 | $60.5K | Sell |
42,213
-792
| -2% | -$121K | 5.71% | 2 |
|
|
2022
Q2 | $6.23M | Sell |
43,005
-1,260
| -3% | -$208K | 0.75% | 29 |
|
|
2022
Q1 | $7.21M | Sell |
44,265
-1,175
| -3% | -$169K | 0.76% | 27 |
|
|
2021
Q4 | $5.33M | Sell |
45,440
-338
| -0.7% | -$38.4K | 0.56% | 39 |
|
|
2021
Q3 | $4.34M | Buy |
45,778
+500
| +1% | +$49.9K | 0.5% | 43 |
|
|
2021
Q2 | $4.74M | Sell |
45,278
-210
| -0.5% | -$22.2K | 0.54% | 37 |
|
|
2021
Q1 | $4.77M | Buy |
45,488
+3,042
| +7% | +$297K | 0.56% | 37 |
|
|
2020
Q4 | $3.58M | Buy |
42,446
+33,403
| +369% | +$2.7M | 0.47% | 45 |
|
|
2020
Q3 | $651K | Sell |
9,043
-517
| -5% | -$43.5K | 0.18% | 69 |
|
|
2020
Q2 | $853K | Buy |
9,560
+25
| +0.3% | +$2.24K | 0.25% | 57 |
|
|
2020
Q1 | $691K | Buy |
9,535
+4,192
| +78% | +$414K | 0.26% | 57 |
|
|
2019
Q4 | $644K | Sell |
5,343
-150
| -3% | -$17.7K | 0.21% | 85 |
|
|
2019
Q3 | $651K | Buy |
5,493
+575
| +12% | +$69.8K | 0.23% | 77 |
|
|
2019
Q2 | $612K | Buy |
4,918
+285
| +6% | +$34.5K | 0.31% | 57 |
|
|
2019
Q1 | $571K | Buy |
4,633
+1,610
| +53% | +$190K | 0.33% | 55 |
|
|
2018
Q4 | $383K | Buy |
+3,023
| New | +$350K | 0.32% | 71 |
|
Other funds holding CVX
VCM
VPM
Principle Wealth Partners's CVX Position: Q1 2026 in Review
Principle Wealth Partners reduced its Chevron (CVX) stake by 0.2% in Q1 2026, selling an estimated $19.1K and leaving 52,844 shares worth $10.9M. The position accounts for 0.62% of the portfolio, ranked #37.
Principle Wealth Partners first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Principle Wealth Partners held 52,844 shares of Chevron worth $10.9M as of Q1 2026.
- Principle Wealth Partners sold 105 Chevron shares in Q1 2026, an estimated $19.1K.
- Chevron made up 0.62% of Principle Wealth Partners's portfolio in Q1 2026, its #37 holding.
- Principle Wealth Partners first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
- 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.