Realta 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
Q2 | $349K | Sell |
2,108
-6,337
| -75% | -$1.18M | 0.11% | 161 |
|
|
2026
Q1 | $1.75M | Buy |
8,445
+5,568
| +194% | +$1.02M | 0.61% | 42 |
|
|
2025
Q4 | $438K | Sell |
2,877
-291
| -9% | -$44.3K | 0.14% | 135 |
|
|
2025
Q3 | $492K | Sell |
3,168
-215
| -6% | -$33.3K | 0.16% | 123 |
|
|
2025
Q2 | $484K | Sell |
3,383
-4,225
| -56% | -$596K | 0.19% | 116 |
|
|
2025
Q1 | $1.27M | Sell |
7,608
-1,909
| -20% | -$299K | 0.58% | 43 |
|
|
2024
Q4 | $1.41M | Sell |
9,517
-255
| -3% | -$39K | 0.58% | 43 |
|
|
2024
Q3 | $1.48M | Sell |
9,772
-7,607
| -44% | -$1.13M | 0.68% | 37 |
|
|
2024
Q2 | $2.72M | Buy |
17,379
+858
| +5% | +$137K | 0.53% | 32 |
|
|
2024
Q1 | $2.61M | Sell |
16,521
-158
| -0.9% | -$23.8K | 0.54% | 34 |
|
|
2023
Q4 | $2.49M | Buy |
16,679
+693
| +4% | +$105K | 0.56% | 29 |
|
|
2023
Q3 | $2.52M | Sell |
15,986
-772
| -5% | -$125K | 0.58% | 27 |
|
|
2023
Q2 | $2.64M | Sell |
16,758
-2,086
| -11% | -$334K | 0.58% | 24 |
|
|
2023
Q1 | $3.07M | Buy |
18,844
+475
| +3% | +$79.6K | 0.75% | 18 |
|
|
2022
Q4 | $3.3M | Buy |
18,369
+5,149
| +39% | +$899K | 0.8% | 16 |
|
|
2022
Q3 | $1.9M | Sell |
13,220
-208
| -2% | -$31.7K | 0.5% | 39 |
|
|
2022
Q2 | $1.97M | Sell |
13,428
-592
| -4% | -$97.9K | 0.48% | 41 |
|
|
2022
Q1 | $2.28M | Buy |
14,020
+2,947
| +27% | +$423K | 0.45% | 39 |
|
|
2021
Q4 | $1.3M | Buy |
11,073
+1,198
| +12% | +$136K | 0.29% | 80 |
|
|
2021
Q3 | $1M | Sell |
9,875
-76
| -0.8% | -$7.58K | 0.24% | 102 |
|
|
2021
Q2 | $1.04M | Sell |
9,951
-177
| -2% | -$18.7K | 0.25% | 102 |
|
|
2021
Q1 | $1.06M | Sell |
10,128
-249
| -2% | -$24.3K | 0.28% | 92 |
|
|
2020
Q4 | $876K | Sell |
10,377
-1,822
| -15% | -$148K | 0.25% | 95 |
|
|
2020
Q3 | $878K | Buy |
12,199
+2,476
| +25% | +$208K | 0.29% | 81 |
|
|
2020
Q2 | $868K | Buy |
9,723
+239
| +3% | +$21.4K | 0.29% | 85 |
|
|
2020
Q1 | $687K | Sell |
9,484
-285
| -3% | -$28.2K | 0.3% | 85 |
|
|
2019
Q4 | $1.14M | Sell |
9,769
-494
| -5% | -$58.2K | 0.31% | 58 |
|
|
2019
Q3 | $1.22M | Sell |
10,263
-166
| -2% | -$20.2K | 0.33% | 51 |
|
|
2019
Q2 | $1.29M | Buy |
10,429
+5,168
| +98% | +$625K | 0.36% | 50 |
|
|
2019
Q1 | $648K | Buy |
+5,261
| New | +$622K | 0.3% | 102 |
|
Other funds holding CVX
Realta Investment Advisors's CVX Position: Q2 2026 in Review
Realta Investment Advisors reduced its Chevron (CVX) stake by 75% in Q2 2026, selling an estimated $1.18M and leaving 2,108 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #161.
Realta Investment Advisors first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.3M in Q4 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Realta Investment Advisors held 2,108 shares of Chevron worth $349K as of Q2 2026.
- Realta Investment Advisors sold 6,337 Chevron shares in Q2 2026, an estimated $1.18M.
- Chevron made up 0.11% of Realta Investment Advisors's portfolio in Q2 2026, its #161 holding.
- Realta Investment Advisors first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
- Realta Investment Advisors's Chevron position peaked at $3.3M in Q4 2022.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.