Providence Wealth 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 | $2.66M | Sell |
13,483
-65
| -0.5% | -$11.9K | 1.69% | 17 |
|
|
2025
Q4 | $2.23M | Sell |
13,548
-220
| -2% | -$33.5K | 1.4% | 19 |
|
|
2025
Q3 | $2.12M | Sell |
13,768
-815
| -6% | -$126K | 1.34% | 20 |
|
|
2025
Q2 | $2.24M | Sell |
14,583
-584
| -4% | -$82.3K | 1.54% | 18 |
|
|
2025
Q1 | $2.54M | Buy |
15,167
+1,022
| +7% | +$160K | 1.92% | 16 |
|
|
2024
Q4 | $2.09M | Buy |
14,145
+32
| +0.2% | +$4.9K | 1.58% | 18 |
|
|
2024
Q3 | $2.11M | Buy |
14,113
+150
| +1% | +$22.3K | 1.56% | 20 |
|
|
2024
Q2 | $2.19M | Buy |
13,963
+111
| +0.8% | +$17.7K | 1.74% | 15 |
|
|
2024
Q1 | $2.2M | Sell |
13,852
-4,731
| -25% | -$714K | 1.88% | 17 |
|
|
2023
Q4 | $262K | Buy |
18,583
+4,558
| +32% | +$689K | 0.24% | 66 |
|
|
2023
Q3 | $2.32M | Buy |
14,025
+1,259
| +10% | +$203K | 2.59% | 8 |
|
|
2023
Q2 | $2M | Sell |
12,766
-459
| -3% | -$73.6K | 2.21% | 10 |
|
|
2023
Q1 | $2.23M | Sell |
13,225
-284
| -2% | -$47.6K | 1.65% | 17 |
|
|
2022
Q4 | $2.37M | Sell |
13,509
-972
| -7% | -$170K | 1.76% | 16 |
|
|
2022
Q3 | $2.64M | Buy |
14,481
+19
| +0.1% | +$2.9K | 1.97% | 15 |
|
|
2022
Q2 | $2.01M | Buy |
14,462
+696
| +5% | +$115K | 1.45% | 22 |
|
|
2022
Q1 | $2.26M | Sell |
13,766
-935
| -6% | -$134K | 1.45% | 17 |
|
|
2021
Q4 | $1.84M | Buy |
14,701
+601
| +4% | +$68.3K | 1.16% | 28 |
|
|
2021
Q3 | $1.45M | Buy |
14,100
+906
| +7% | +$90.4K | 1.01% | 32 |
|
|
2021
Q2 | $1.39M | Buy |
13,194
+366
| +3% | +$38.6K | 0.95% | 36 |
|
|
2021
Q1 | $1.34M | Buy |
12,828
+755
| +6% | +$73.7K | 0.99% | 36 |
|
|
2020
Q4 | $1.03M | Buy |
12,073
+1,074
| +10% | +$87K | 0.86% | 41 |
|
|
2020
Q3 | $792K | Sell |
10,999
-495
| -4% | -$41.6K | 0.78% | 44 |
|
|
2020
Q2 | $1.03M | Sell |
11,494
-54
| -0.5% | -$4.83K | 1.05% | 33 |
|
|
2020
Q1 | $827K | Buy |
11,548
+196
| +2% | +$19.4K | 1% | 34 |
|
|
2019
Q4 | $1.37M | Sell |
11,352
-760
| -6% | -$89.5K | 1.26% | 26 |
|
|
2019
Q3 | $1.44M | Buy |
12,112
+13
| +0.1% | +$1.58K | 1.28% | 27 |
|
|
2019
Q2 | $1.5M | Sell |
12,099
-56
| -0.5% | -$6.77K | 1.4% | 24 |
|
|
2019
Q1 | $1.5M | Buy |
12,155
+429
| +4% | +$50.8K | 1.41% | 24 |
|
|
2018
Q4 | $1.27M | Buy |
11,726
+136
| +1% | +$15.8K | 1.41% | 28 |
|
|
2018
Q3 | $1.42M | Sell |
11,590
-28
| -0.2% | -$3.4K | 1.29% | 29 |
|
|
2018
Q2 | $1.47M | Sell |
11,618
-20
| -0.2% | -$2.48K | 1.43% | 24 |
|
|
2018
Q1 | $1.31M | Buy |
+11,638
| New | +$1.39M | 1.93% | 19 |
|
Other funds holding CVX
VCM
VPM
Providence Wealth Advisors's CVX Position: Q1 2026 in Review
Providence Wealth Advisors reduced its Chevron (CVX) stake by 0.48% in Q1 2026, selling an estimated $11.9K and leaving 13,483 shares worth $2.66M. The position accounts for 1.69% of the portfolio, ranked #17.
Providence Wealth Advisors first reported a position in CVX in Q1 2018 and has held it in 33 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Providence Wealth Advisors held 13,483 shares of Chevron worth $2.66M as of Q1 2026.
- Providence Wealth Advisors sold 65 Chevron shares in Q1 2026, an estimated $11.9K.
- Chevron made up 1.69% of Providence Wealth Advisors's portfolio in Q1 2026, its #17 holding.
- Providence Wealth Advisors first reported a position in Chevron in Q1 2018 and has held it in 33 quarters since.
- 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.