Sheaff Brock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.5M | Sell |
32,907
-782
| -2% | -$122K | 0.51% | 58 |
|
|
2024
Q4 | $4.88M | Sell |
33,689
-252
| -0.7% | -$38.6K | 0.42% | 57 |
|
|
2024
Q3 | $5M | Sell |
33,941
-424
| -1% | -$63.1K | 0.44% | 58 |
|
|
2024
Q2 | $5.38M | Sell |
34,365
-4,707
| -12% | -$751K | 0.5% | 52 |
|
|
2024
Q1 | $6.16M | Sell |
39,072
-13,722
| -26% | -$2.07M | 0.39% | 55 |
|
|
2023
Q4 | $7.87M | Buy |
52,794
+7,772
| +17% | +$1.18M | 0.61% | 35 |
|
|
2023
Q3 | $7.59M | Buy |
45,022
+10,757
| +31% | +$1.74M | 0.69% | 33 |
|
|
2023
Q2 | $5.39M | Sell |
34,265
-1,106
| -3% | -$177K | 0.45% | 50 |
|
|
2023
Q1 | $5.77M | Sell |
35,371
-268
| -0.8% | -$44.9K | 0.53% | 48 |
|
|
2022
Q4 | $6.4M | Buy |
35,639
+162
| +0.5% | +$28.3K | 0.63% | 41 |
|
|
2022
Q3 | $5.1M | Sell |
35,477
-226
| -0.6% | -$34.5K | 0.55% | 47 |
|
|
2022
Q2 | $5.17M | Sell |
35,703
-1,060
| -3% | -$175K | 0.43% | 49 |
|
|
2022
Q1 | $5.99M | Sell |
36,763
-1,915
| -5% | -$275K | 0.42% | 51 |
|
|
2021
Q4 | $4.54M | Sell |
38,678
-3,502
| -8% | -$398K | 0.3% | 61 |
|
|
2021
Q3 | $4.28M | Buy |
42,180
+47
| +0.1% | +$4.69K | 0.31% | 60 |
|
|
2021
Q2 | $4.41M | Buy |
42,133
+636
| +2% | +$67.1K | 0.32% | 59 |
|
|
2021
Q1 | $4.35M | Buy |
41,497
+652
| +2% | +$63.7K | 0.34% | 59 |
|
|
2020
Q4 | $3.45M | Sell |
40,845
-853
| -2% | -$69.1K | 0.29% | 68 |
|
|
2020
Q3 | $3M | Sell |
41,698
-419
| -1% | -$35.2K | 0.28% | 70 |
|
|
2020
Q2 | $3.76M | Buy |
42,117
+7,432
| +21% | +$665K | 0.37% | 53 |
|
|
2020
Q1 | $2.51M | Sell |
34,685
-12,437
| -26% | -$1.23M | 0.33% | 62 |
|
|
2019
Q4 | $5.68M | Sell |
47,122
-1,330
| -3% | -$157K | 0.55% | 36 |
|
|
2019
Q3 | $5.75M | Sell |
48,452
-23,043
| -32% | -$2.8M | 0.62% | 32 |
|
|
2019
Q2 | $8.9M | Buy |
71,495
+21,534
| +43% | +$2.6M | 0.96% | 15 |
|
|
2019
Q1 | $6.15M | Sell |
49,961
-140
| -0.3% | -$16.6K | 0.75% | 28 |
|
|
2018
Q4 | $5.45M | Sell |
50,101
-839
| -2% | -$97.2K | 0.86% | 25 |
|
|
2018
Q3 | $6.23M | Sell |
50,940
-11,965
| -19% | -$1.45M | 0.59% | 31 |
|
|
2018
Q2 | $7.95M | Buy |
62,905
+15,600
| +33% | +$1.94M | 0.78% | 21 |
|
|
2018
Q1 | $5.39M | Sell |
47,305
-521
| -1% | -$62.3K | 0.56% | 35 |
|
|
2017
Q4 | $5.99M | Sell |
47,826
-3,835
| -7% | -$455K | 0.78% | 31 |
|
|
2017
Q3 | $6.07M | Sell |
51,661
-295
| -0.6% | -$32.2K | 0.8% | 29 |
|
|
2017
Q2 | $5.42M | Sell |
51,956
-129
| -0.2% | -$13.7K | 0.71% | 34 |
|
|
2017
Q1 | $5.59M | Sell |
52,085
-19,960
| -28% | -$2.24M | 0.73% | 32 |
|
|
2016
Q4 | $8.48M | Buy |
72,045
+7,938
| +12% | +$864K | 1.07% | 12 |
|
|
2016
Q3 | $6.6M | Sell |
64,107
-2,216
| -3% | -$226K | 0.88% | 22 |
|
|
2016
Q2 | $6.95M | Sell |
66,323
-2,788
| -4% | -$280K | 0.88% | 22 |
|
|
2016
Q1 | $6.59M | Buy |
69,111
+1,039
| +2% | +$90.9K | 0.81% | 24 |
|
|
2015
Q4 | $6.12M | Buy |
+68,072
| New | +$6.14M | 0.69% | 27 |
|
Other funds holding CVX
Sheaff Brock Investment Advisors's CVX Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Chevron (CVX) stake by 2.3% in Q1 2025, selling an estimated $122K and leaving 32,907 shares worth $5.5M. The position accounts for 0.51% of the portfolio, ranked #58.
Sheaff Brock Investment Advisors first reported a position in CVX in Q4 2015 and has held it in 38 quarters since. The position peaked at $8.9M in Q2 2019. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.
- Sheaff Brock Investment Advisors held 32,907 shares of Chevron worth $5.5M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 782 Chevron shares in Q1 2025, an estimated $122K.
- Chevron made up 0.51% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #58 holding.
- Sheaff Brock Investment Advisors first reported a position in Chevron in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Chevron position peaked at $8.9M in Q2 2019.
- 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.