Sigma Planning Corp’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 | $13.8M | Buy |
82,993
+6,998
| +9% | +$1.3M | 0.35% | 45 |
|
|
2026
Q1 | $15.7M | Sell |
75,995
-4,597
| -6% | -$838K | 0.44% | 33 |
|
|
2025
Q4 | $12.3M | Buy |
80,592
+3,900
| +5% | +$594K | 0.34% | 47 |
|
|
2025
Q3 | $11.9M | Buy |
76,692
+21,811
| +40% | +$3.38M | 0.34% | 46 |
|
|
2025
Q2 | $7.86M | Sell |
54,881
-1,091
| -2% | -$154K | 0.24% | 77 |
|
|
2025
Q1 | $9.36M | Sell |
55,972
-838
| -1% | -$131K | 0.3% | 58 |
|
|
2024
Q4 | $8.23M | Buy |
56,810
+6,515
| +13% | +$997K | 0.26% | 64 |
|
|
2024
Q3 | $7.41M | Sell |
50,295
-867
| -2% | -$129K | 0.23% | 86 |
|
|
2024
Q2 | $8M | Buy |
51,162
+4,219
| +9% | +$673K | 0.25% | 75 |
|
|
2024
Q1 | $7.4M | Buy |
46,943
+24,713
| +111% | +$3.73M | 0.23% | 81 |
|
|
2023
Q4 | $3.32M | Sell |
22,230
-25,041
| -53% | -$3.79M | 0.26% | 78 |
|
|
2023
Q3 | $7.97M | Sell |
47,271
-459
| -1% | -$74.1K | 0.3% | 61 |
|
|
2023
Q2 | $7.51M | Sell |
47,730
-9,069
| -16% | -$1.45M | 0.27% | 67 |
|
|
2023
Q1 | $9.27M | Buy |
56,799
+75
| +0.1% | +$12.6K | 0.31% | 54 |
|
|
2022
Q4 | $10.2M | Sell |
56,724
-3,435
| -6% | -$599K | 0.36% | 52 |
|
|
2022
Q3 | $8.64M | Sell |
60,159
-3,753
| -6% | -$572K | 0.33% | 58 |
|
|
2022
Q2 | $9.25M | Buy |
63,912
+4,436
| +7% | +$733K | 0.32% | 58 |
|
|
2022
Q1 | $9.69M | Sell |
59,476
-8,831
| -13% | -$1.27M | 0.29% | 63 |
|
|
2021
Q4 | $8.02M | Buy |
68,307
+18,121
| +36% | +$2.06M | 0.22% | 87 |
|
|
2021
Q3 | $5.09M | Sell |
50,186
-29
| -0.1% | -$2.89K | 0.15% | 145 |
|
|
2021
Q2 | $5.26M | Buy |
50,215
+7,959
| +19% | +$840K | 0.16% | 142 |
|
|
2021
Q1 | $4.43M | Sell |
42,256
-1,772
| -4% | -$173K | 0.14% | 174 |
|
|
2020
Q4 | $3.72M | Sell |
44,028
-1,568
| -3% | -$127K | 0.13% | 178 |
|
|
2020
Q3 | $3.28M | Sell |
45,596
-3,486
| -7% | -$293K | 0.13% | 176 |
|
|
2020
Q2 | $4.38M | Sell |
49,082
-3,097
| -6% | -$277K | 0.19% | 109 |
|
|
2020
Q1 | $3.78M | Sell |
52,179
-3,177
| -6% | -$314K | 0.22% | 95 |
|
|
2019
Q4 | $6.67M | Buy |
55,356
+2,010
| +4% | +$237K | 0.28% | 67 |
|
|
2019
Q3 | $6.33M | Buy |
53,346
+1,083
| +2% | +$132K | 0.3% | 62 |
|
|
2019
Q2 | $6.5M | Sell |
52,263
-2,120
| -4% | -$256K | 0.34% | 54 |
|
|
2019
Q1 | $6.7M | Buy |
54,383
+3,413
| +7% | +$404K | 0.38% | 55 |
|
|
2018
Q4 | $5.54M | Sell |
50,970
-1,296
| -2% | -$150K | 0.4% | 54 |
|
|
2018
Q3 | $6.39M | Buy |
52,266
+2,395
| +5% | +$291K | 0.38% | 52 |
|
|
2018
Q2 | $6.3M | Sell |
49,871
-2,309
| -4% | -$287K | 0.42% | 47 |
|
|
2018
Q1 | $5.95M | Buy |
52,180
+5,606
| +12% | +$670K | 0.44% | 47 |
|
|
2017
Q4 | $5.83M | Sell |
46,574
-899
| -2% | -$107K | 0.45% | 43 |
|
|
2017
Q3 | $5.58M | Sell |
47,473
-850
| -2% | -$92.8K | 0.46% | 41 |
|
|
2017
Q2 | $5.04M | Sell |
48,323
-5,090
| -10% | -$539K | 0.47% | 42 |
|
|
2017
Q1 | $5.74M | Sell |
53,413
-145
| -0.3% | -$16.3K | 0.56% | 38 |
|
|
2016
Q4 | $6.3M | Buy |
53,558
+4,234
| +9% | +$461K | 0.69% | 31 |
|
|
2016
Q3 | $5.08M | Sell |
49,324
-437
| -0.9% | -$44.6K | 0.6% | 33 |
|
|
2016
Q2 | $5.22M | Sell |
49,761
-12,698
| -20% | -$1.28M | 0.68% | 29 |
|
|
2016
Q1 | $5.96M | Buy |
62,459
+2,621
| +4% | +$229K | 0.81% | 20 |
|
|
2015
Q4 | $5.38M | Buy |
59,838
+13,327
| +29% | +$1.2M | 0.75% | 22 |
|
|
2015
Q3 | $3.67M | Buy |
46,511
+4,409
| +10% | +$371K | 0.58% | 28 |
|
|
2015
Q2 | $4.06M | Sell |
42,102
-5,979
| -12% | -$628K | 0.56% | 28 |
|
|
2015
Q1 | $5.05M | Buy |
48,081
+2,994
| +7% | +$320K | 0.67% | 20 |
|
|
2014
Q4 | $5.06M | Buy |
+45,087
| New | +$5.12M | 0.67% | 21 |
|
Other funds holding CVX
Sigma Planning Corp's CVX Position: Q2 2026 in Review
Sigma Planning Corp increased its Chevron (CVX) stake by 9.2% in Q2 2026, buying an estimated $1.3M and bringing the position to 82,993 shares worth $13.8M. The position accounts for 0.35% of the portfolio, ranked #45.
Sigma Planning Corp first reported a position in CVX in Q4 2014 and has held it in 47 quarters since. The position peaked at $15.7M in Q1 2026. 4,116 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Sigma Planning Corp held 82,993 shares of Chevron worth $13.8M as of Q2 2026.
- Sigma Planning Corp bought 6,998 Chevron shares in Q2 2026, an estimated $1.3M.
- Chevron made up 0.35% of Sigma Planning Corp's portfolio in Q2 2026, its #45 holding.
- Sigma Planning Corp first reported a position in Chevron in Q4 2014 and has held it in 47 quarters since.
- Sigma Planning Corp's Chevron position peaked at $15.7M in Q1 2026.
- 4,116 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.