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Proficio Capital Partners’s Chevron CVX Stock Holding History

Proficio Capital Partners’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$329K Sell
1,591
-9,978
-86% -$1.82M 0.02% 203
2025
Q4 		$1.76M Sell
11,569
-94
-0.8% -$14.3K 0.12% 89
2025
Q3 		$1.81M Sell
11,663
-3,615
-24% -$560K 0.12% 75
2025
Q2 		$2.19M Sell
15,278
-734
-5% -$103K 0.14% 96
2025
Q1 		$2.68M Buy
16,012
+10,161
+174% +$1.59M 0.21% 71
2024
Q4 		$847K Buy
5,851
+2,182
+59% +$334K 0.07% 123
2024
Q3 		$540K Sell
3,669
-4,251
-54% -$633K 0.05% 139
2024
Q2 		$1.24M Buy
7,920
+294
+4% +$46.9K 0.13% 93
2024
Q1 		$1.2M Buy
7,626
+324
+4% +$48.9K 0.13% 95
2023
Q4 		$1.09M Sell
7,302
-30
-0.4% -$4.54K 0.13% 83
2023
Q3 		$1.24M Sell
7,332
-845
-10% -$136K 0.16% 73
2023
Q2 		$1.29M Sell
8,177
-827
-9% -$133K 0.18% 76
2023
Q1 		$1.47M Buy
9,004
+1,671
+23% +$280K 0.23% 63
2022
Q4 		$1.32M Buy
7,333
+306
+4% +$53.4K 0.25% 61
2022
Q3 		$1.01M Sell
7,027
-180
-2% -$27.5K 0.19% 76
2022
Q2 		$1.04M Buy
7,207
+502
+7% +$83K 0.2% 74
2022
Q1 		$1.09M Buy
6,705
+1,912
+40% +$274K 0.16% 76
2021
Q4 		$562K Buy
4,793
+156
+3% +$17.7K 0.08% 134
2021
Q3 		$470K Sell
4,637
-83
-2% -$8.28K 0.06% 150
2021
Q2 		$494K Sell
4,720
-1,189
-20% -$126K 0.06% 147
2021
Q1 		$619K Buy
5,909
+1,457
+33% +$142K 0.08% 111
2020
Q4 		$376K Buy
4,452
+628
+16% +$50.8K 0.06% 120
2020
Q3 		$248K Sell
3,824
-8,056
-68% -$678K 0.04% 146
2020
Q2 		$1.06M Buy
11,880
+1,479
+14% +$132K 0.22% 57
2020
Q1 		$965K Buy
10,401
+7,715
+287% +$762K 0.24% 58
2019
Q4 		$324K Sell
2,686
-197
-7% -$23.2K 0.09% 100
2019
Q3 		$342K Sell
2,883
-225
-7% -$27.3K 0.13% 86
2019
Q2 		$387K Buy
3,108
+565
+22% +$68.3K 0.13% 96
2019
Q1 		$313K Buy
2,543
+64
+3% +$7.57K 0.11% 96
2018
Q4 		$270K Buy
2,479
+86
+4% +$9.96K 0.12% 91
2018
Q3 		$293K Sell
2,393
-83
-3% -$10.1K 0.1% 98
2018
Q2 		$313K Buy
2,476
+213
+9% +$26.4K 0.13% 101
2018
Q1 		$258K Buy
2,263
+134
+6% +$16K 0.08% 109
2017
Q4 		$267K Buy
2,129
+36
+2% +$4.27K 0.09% 106
2017
Q3 		$246K Buy
2,093
+125
+6% +$13.6K 0.1% 128
2017
Q2 		$217K Sell
1,968
-185
-9% -$19.6K 0.09% 167
2017
Q1 		$229K Sell
2,153
-7,473
-78% -$838K 0.1% 139
2016
Q4 		$1.13M Buy
9,626
+47
+0.5% +$5.12K 0.48% 43
2016
Q3 		$986K Buy
9,579
+3
+0% +$306 0.57% 50
2016
Q2 		$975K Buy
9,576
+443
+5% +$44.6K 0.61% 48
2016
Q1 		$871K Buy
9,133
+18
+0.2% +$1.57K 0.73% 41
2015
Q4 		$820K Buy
+9,115
New +$822K 0.8% 37

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Proficio Capital Partners's CVX Position: Q1 2026 in Review

Proficio Capital Partners reduced its Chevron (CVX) stake by 86% in Q1 2026, selling an estimated $1.82M and leaving 1,591 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #203.

Proficio Capital Partners first reported a position in CVX in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.68M in Q1 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Proficio Capital Partners held 1,591 shares of Chevron worth $329K as of Q1 2026.
  • Proficio Capital Partners sold 9,978 Chevron shares in Q1 2026, an estimated $1.82M.
  • Chevron made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #203 holding.
  • Proficio Capital Partners first reported a position in Chevron in Q4 2015 and has held it in 42 quarters since.
  • Proficio Capital Partners's Chevron position peaked at $2.68M in Q1 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.