Pure Financial 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 | $4.2M | Buy |
20,294
+543
| +3% | +$99K | 0.06% | 122 |
|
|
2025
Q4 | $3.01M | Sell |
19,751
-3,345
| -14% | -$509K | 0.04% | 136 |
|
|
2025
Q3 | $3.59M | Buy |
23,096
+1,331
| +6% | +$206K | 0.06% | 123 |
|
|
2025
Q2 | $3.12M | Buy |
21,765
+1,713
| +9% | +$241K | 0.05% | 130 |
|
|
2025
Q1 | $3.35M | Buy |
20,052
+3,776
| +23% | +$591K | 0.07% | 99 |
|
|
2024
Q4 | $2.36M | Buy |
16,276
+1,741
| +12% | +$266K | 0.05% | 109 |
|
|
2024
Q3 | $2.14M | Buy |
14,535
+4,341
| +43% | +$646K | 0.05% | 112 |
|
|
2024
Q2 | $1.59M | Sell |
10,194
-128
| -1% | -$20.4K | 0.04% | 123 |
|
|
2024
Q1 | $1.63M | Buy |
10,322
+2,321
| +29% | +$350K | 0.05% | 120 |
|
|
2023
Q4 | $1.19M | Buy |
8,001
+828
| +12% | +$125K | 0.04% | 132 |
|
|
2023
Q3 | $1.21M | Sell |
7,173
-116
| -2% | -$18.7K | 0.05% | 117 |
|
|
2023
Q2 | $1.15M | Buy |
7,289
+821
| +13% | +$132K | 0.05% | 120 |
|
|
2023
Q1 | $1.06M | Sell |
6,468
-231
| -3% | -$38.7K | 0.05% | 124 |
|
|
2022
Q4 | $1.2M | Buy |
6,699
+434
| +7% | +$75.7K | 0.06% | 109 |
|
|
2022
Q3 | $900K | Buy |
6,265
+562
| +10% | +$85.7K | 0.05% | 118 |
|
|
2022
Q2 | $826K | Buy |
5,703
+915
| +19% | +$151K | 0.05% | 120 |
|
|
2022
Q1 | $780K | Buy |
4,788
+744
| +18% | +$107K | 0.04% | 122 |
|
|
2021
Q4 | $475K | Buy |
4,044
+292
| +8% | +$33.2K | 0.02% | 136 |
|
|
2021
Q3 | $381K | Buy |
3,752
+1,053
| +39% | +$105K | 0.03% | 139 |
|
|
2021
Q2 | $283K | Buy |
2,699
+330
| +14% | +$34.8K | 0.02% | 164 |
|
|
2021
Q1 | $248K | Buy |
+2,369
| New | +$231K | 0.02% | 165 |
|
|
2020
Q1 | – | Sell |
-1,957
| Closed | -$236K | – | 134 |
|
|
2019
Q4 | $236K | Buy |
1,957
+232
| +13% | +$27.3K | 0.04% | 127 |
|
|
2019
Q3 | $205K | Sell |
1,725
-89
| -5% | -$10.8K | 0.04% | 126 |
|
|
2019
Q2 | $226K | Buy |
+1,814
| New | +$219K | 0.04% | 127 |
|
|
2019
Q1 | – | Sell |
-2,048
| Closed | -$223K | – | 139 |
|
|
2018
Q4 | $223K | Buy |
+2,048
| New | +$237K | 0.05% | 134 |
|
|
2017
Q4 | – | Sell |
-2,877
| Closed | -$338K | – | 21 |
|
|
2017
Q3 | $338K | Buy |
2,877
+83
| +3% | +$9.06K | 0.09% | 90 |
|
|
2017
Q2 | $291K | Sell |
2,794
-92
| -3% | -$9.75K | 0.08% | 94 |
|
|
2017
Q1 | $310K | Buy |
2,886
+80
| +3% | +$8.97K | 0.09% | 86 |
|
|
2016
Q4 | $330K | Buy |
2,806
+426
| +18% | +$46.4K | 0.1% | 79 |
|
|
2016
Q3 | $245K | Buy |
+2,380
| New | +$243K | 0.08% | 86 |
|
|
2015
Q3 | – | Sell |
-2,534
| Closed | -$244K | – | 65 |
|
|
2015
Q2 | $244K | Buy |
+2,534
| New | +$266K | 0.12% | 60 |
|
Other funds holding CVX
VCM
VPM
Pure Financial Advisors's CVX Position: Q1 2026 in Review
Pure Financial Advisors increased its Chevron (CVX) stake by 2.7% in Q1 2026, buying an estimated $99K and bringing the position to 20,294 shares worth $4.2M. The position accounts for 0.06% of the portfolio, ranked #122.
Pure Financial Advisors first reported a position in CVX in Q2 2015 and has held it in 31 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Pure Financial Advisors held 20,294 shares of Chevron worth $4.2M as of Q1 2026.
- Pure Financial Advisors bought 543 Chevron shares in Q1 2026, an estimated $99K.
- Chevron made up 0.06% of Pure Financial Advisors's portfolio in Q1 2026, its #122 holding.
- Pure Financial Advisors first reported a position in Chevron in Q2 2015 and has held it in 31 quarters since.
- 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.