Sargent Investment Group’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 | $6.62M | Buy |
32,007
+706
| +2% | +$129K | 0.87% | 26 |
|
|
2025
Q4 | $4.77M | Sell |
31,301
-308
| -1% | -$46.9K | 0.6% | 40 |
|
|
2025
Q3 | $4.91M | Buy |
31,609
+1,890
| +6% | +$293K | 0.7% | 37 |
|
|
2025
Q2 | $4.54M | Buy |
29,719
+3,209
| +12% | +$452K | 0.61% | 32 |
|
|
2025
Q1 | $4.43M | Sell |
26,510
-1,536
| -5% | -$240K | 0.71% | 31 |
|
|
2024
Q4 | $4.36M | Buy |
28,046
+8,631
| +44% | +$1.32M | 0.71% | 33 |
|
|
2024
Q3 | $2.86M | Buy |
19,415
+2,432
| +14% | +$362K | 0.51% | 41 |
|
|
2024
Q2 | $2.66M | Buy |
16,983
+2,292
| +16% | +$365K | 0.54% | 40 |
|
|
2024
Q1 | $2.32M | Sell |
14,691
-2,300
| -14% | -$347K | 0.51% | 44 |
|
|
2023
Q4 | $2.53M | Buy |
16,991
+2,138
| +14% | +$323K | 0.56% | 39 |
|
|
2023
Q3 | $2.5M | Buy |
14,853
+2,004
| +16% | +$324K | 0.6% | 39 |
|
|
2023
Q2 | $2.02M | Buy |
12,849
+4,461
| +53% | +$715K | 0.49% | 48 |
|
|
2023
Q1 | $1.43M | Buy |
8,388
+320
| +4% | +$53.6K | 0.38% | 61 |
|
|
2022
Q4 | $1.45M | Sell |
8,068
-265
| -3% | -$46.2K | 0.45% | 58 |
|
|
2022
Q3 | $1.34M | Sell |
8,333
-40
| -0.5% | -$6.1K | 0.42% | 60 |
|
|
2022
Q2 | $1.21M | Sell |
8,373
-350
| -4% | -$57.9K | 0.37% | 59 |
|
|
2022
Q1 | $1.42M | Buy |
8,723
+100
| +1% | +$14.3K | 0.36% | 55 |
|
|
2021
Q4 | $1.01M | Sell |
8,623
-170
| -2% | -$19.3K | 0.23% | 74 |
|
|
2021
Q3 | $892K | Sell |
8,793
-2,125
| -19% | -$212K | 0.22% | 73 |
|
|
2021
Q2 | $1.14M | Buy |
10,918
+10
| +0.1% | +$1.06K | 0.27% | 63 |
|
|
2021
Q1 | $1.14M | Buy |
10,908
+518
| +5% | +$50.6K | 0.3% | 64 |
|
|
2020
Q4 | $877K | Buy |
10,390
+1,750
| +20% | +$142K | 0.28% | 67 |
|
|
2020
Q3 | $622K | Buy |
8,640
+2,582
| +43% | +$217K | 0.23% | 82 |
|
|
2020
Q2 | $531K | Sell |
6,058
-230
| -4% | -$20.6K | 0.2% | 86 |
|
|
2020
Q1 | $456K | Sell |
6,288
-585
| -9% | -$57.8K | 0.21% | 84 |
|
|
2019
Q4 | $828K | Buy |
6,873
+943
| +16% | +$111K | 0.3% | 66 |
|
|
2019
Q3 | $703K | Sell |
5,930
-600
| -9% | -$72.9K | 0.32% | 70 |
|
|
2019
Q2 | $813K | Buy |
6,530
+190
| +3% | +$23K | 0.37% | 58 |
|
|
2019
Q1 | $781K | Sell |
6,340
-60
| -0.9% | -$7.1K | 0.38% | 59 |
|
|
2018
Q4 | $696K | Buy |
+6,400
| New | +$741K | 0.43% | 54 |
|
Other funds holding CVX
VCM
VPM
Sargent Investment Group's CVX Position: Q1 2026 in Review
Sargent Investment Group increased its Chevron (CVX) stake by 2.3% in Q1 2026, buying an estimated $129K and bringing the position to 32,007 shares worth $6.62M. The position accounts for 0.87% of the portfolio, ranked #26.
Sargent Investment Group first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Sargent Investment Group held 32,007 shares of Chevron worth $6.62M as of Q1 2026.
- Sargent Investment Group bought 706 Chevron shares in Q1 2026, an estimated $129K.
- Chevron made up 0.87% of Sargent Investment Group's portfolio in Q1 2026, its #26 holding.
- Sargent Investment Group first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
- 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.