River 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 | $6M | Sell |
28,999
-6,488
| -18% | -$1.18M | 0.69% | 39 |
|
|
2025
Q4 | $5.41M | Buy |
35,487
+941
| +3% | +$143K | 0.61% | 43 |
|
|
2025
Q3 | $5.36M | Sell |
34,546
-1,313
| -4% | -$203K | 0.63% | 43 |
|
|
2025
Q2 | $5.13M | Sell |
35,859
-616
| -2% | -$86.8K | 0.64% | 44 |
|
|
2025
Q1 | $6.1M | Sell |
36,475
-501
| -1% | -$78.4K | 0.85% | 32 |
|
|
2024
Q4 | $5.36M | Buy |
36,976
+957
| +3% | +$146K | 0.71% | 37 |
|
|
2024
Q3 | $5.3M | Buy |
36,019
+628
| +2% | +$93.5K | 0.71% | 39 |
|
|
2024
Q2 | $5.54M | Buy |
35,391
+1,636
| +5% | +$261K | 0.79% | 35 |
|
|
2024
Q1 | $5.32M | Buy |
33,755
+1,718
| +5% | +$259K | 0.77% | 33 |
|
|
2023
Q4 | $4.78M | Sell |
32,037
-982
| -3% | -$149K | 0.76% | 34 |
|
|
2023
Q3 | $5.57M | Sell |
33,019
-37
| -0.1% | -$5.98K | 1% | 23 |
|
|
2023
Q2 | $5.2M | Buy |
33,056
+198
| +0.6% | +$31.7K | 0.88% | 27 |
|
|
2023
Q1 | $5.36M | Buy |
32,858
+880
| +3% | +$148K | 0.98% | 23 |
|
|
2022
Q4 | $5.74M | Buy |
31,978
+1,980
| +7% | +$346K | 1.11% | 20 |
|
|
2022
Q3 | $4.31M | Sell |
29,998
-1,498
| -5% | -$228K | 0.93% | 26 |
|
|
2022
Q2 | $4.56M | Sell |
31,496
-7
| -0% | -$1.16K | 0.84% | 29 |
|
|
2022
Q1 | $5.13M | Sell |
31,503
-496
| -2% | -$71.1K | 0.82% | 30 |
|
|
2021
Q4 | $3.75M | Buy |
31,999
+1,196
| +4% | +$136K | 0.58% | 51 |
|
|
2021
Q3 | $3.13M | Buy |
30,803
+303
| +1% | +$30.2K | 0.54% | 53 |
|
|
2021
Q2 | $3.19M | Sell |
30,500
-722
| -2% | -$76.2K | 0.56% | 53 |
|
|
2021
Q1 | $3.27M | Buy |
31,222
+618
| +2% | +$60.3K | 0.61% | 46 |
|
|
2020
Q4 | $2.58M | Sell |
30,604
-559
| -2% | -$45.3K | 0.56% | 55 |
|
|
2020
Q3 | $2.24M | Sell |
31,163
-580
| -2% | -$48.8K | 0.59% | 54 |
|
|
2020
Q2 | $2.83M | Buy |
31,743
+248
| +0.8% | +$22.2K | 0.86% | 32 |
|
|
2020
Q1 | $2.28M | Sell |
31,495
-1,735
| -5% | -$171K | 0.91% | 30 |
|
|
2019
Q4 | $4M | Buy |
33,230
+737
| +2% | +$86.8K | 1.35% | 19 |
|
|
2019
Q3 | $3.85M | Buy |
32,493
+300
| +0.9% | +$36.4K | 1.46% | 17 |
|
|
2019
Q2 | $4.01M | Buy |
32,193
+1,773
| +6% | +$214K | 1.56% | 16 |
|
|
2019
Q1 | $3.75M | Buy |
30,420
+321
| +1% | +$38K | 1.57% | 15 |
|
|
2018
Q4 | $3.27M | Sell |
30,099
-1,227
| -4% | -$142K | 1.46% | 15 |
|
|
2018
Q3 | $3.83M | Sell |
31,326
-245
| -0.8% | -$29.7K | 1.41% | 13 |
|
|
2018
Q2 | $3.99M | Buy |
31,571
+116
| +0.4% | +$14.4K | 1.55% | 8 |
|
|
2018
Q1 | $3.59M | Sell |
31,455
-880
| -3% | -$105K | 1.51% | 11 |
|
|
2017
Q4 | $4.05M | Buy |
32,335
+226
| +0.7% | +$26.8K | 1.68% | 8 |
|
|
2017
Q3 | $3.77M | Sell |
32,109
-51
| -0.2% | -$5.57K | 1.71% | 8 |
|
|
2017
Q2 | $3.35M | Sell |
32,160
-67
| -0.2% | -$7.1K | 1.56% | 11 |
|
|
2017
Q1 | $3.46M | Buy |
32,227
+95
| +0.3% | +$10.7K | 1.68% | 9 |
|
|
2016
Q4 | $3.78M | Sell |
32,132
-168
| -0.5% | -$18.3K | 1.91% | 4 |
|
|
2016
Q3 | $3.32M | Buy |
32,300
+211
| +0.7% | +$21.5K | 1.84% | 4 |
|
|
2016
Q2 | $3.36M | Buy |
32,089
+606
| +2% | +$61K | 1.93% | 4 |
|
|
2016
Q1 | $3M | Buy |
31,483
+8
| +0% | +$700 | 1.79% | 7 |
|
|
2015
Q4 | $2.83M | Sell |
31,475
-535
| -2% | -$48.2K | 1.79% | 8 |
|
|
2015
Q3 | $2.52M | Buy |
32,010
+187
| +0.6% | +$15.7K | 1.73% | 7 |
|
|
2015
Q2 | $3.07M | Sell |
31,823
-10
| -0% | -$1.05K | 1.95% | 7 |
|
|
2015
Q1 | $3.34M | Buy |
+31,833
| New | +$3.4M | 2.07% | 6 |
|
Other funds holding CVX
VCM
VPM
River Wealth Advisors's CVX Position: Q1 2026 in Review
River Wealth Advisors reduced its Chevron (CVX) stake by 18% in Q1 2026, selling an estimated $1.18M and leaving 28,999 shares worth $6M. The position accounts for 0.69% of the portfolio, ranked #39.
River Wealth Advisors first reported a position in CVX in Q1 2015 and has held it in 45 quarters since. The position peaked at $6.1M in Q1 2025. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- River Wealth Advisors held 28,999 shares of Chevron worth $6M as of Q1 2026.
- River Wealth Advisors sold 6,488 Chevron shares in Q1 2026, an estimated $1.18M.
- Chevron made up 0.69% of River Wealth Advisors's portfolio in Q1 2026, its #39 holding.
- River Wealth Advisors first reported a position in Chevron in Q1 2015 and has held it in 45 quarters since.
- River Wealth Advisors's Chevron position peaked at $6.1M in Q1 2025.
- 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.