Signature Estate & 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 | $1.35M | Sell |
8,144
-1,078
| -12% | -$201K | 0.02% | 219 |
|
|
2026
Q1 | $1.91M | Buy |
9,222
+621
| +7% | +$113K | 0.04% | 172 |
|
|
2025
Q4 | $1.31M | Sell |
8,601
-1,891
| -18% | -$288K | 0.03% | 222 |
|
|
2025
Q3 | $1.63M | Sell |
10,492
-4,230
| -29% | -$655K | 0.03% | 189 |
|
|
2025
Q2 | $2.11M | Sell |
14,722
-67,375
| -82% | -$9.5M | 0.05% | 146 |
|
|
2025
Q1 | $13.7M | Sell |
82,097
-314,421
| -79% | -$49.2M | 0.36% | 41 |
|
|
2024
Q4 | $57.4M | Buy |
396,518
+7,139
| +2% | +$1.09M | 1.44% | 23 |
|
|
2024
Q3 | $57.3M | Buy |
389,379
+47,652
| +14% | +$7.09M | 1.32% | 24 |
|
|
2024
Q2 | $53.5M | Buy |
341,727
+6,949
| +2% | +$1.11M | 1.34% | 20 |
|
|
2024
Q1 | $52.8M | Buy |
334,778
+47,089
| +16% | +$7.11M | 1.49% | 22 |
|
|
2023
Q4 | $42.9M | Buy |
287,689
+11,170
| +4% | +$1.69M | 1.26% | 27 |
|
|
2023
Q3 | $46.6M | Buy |
276,519
+13,074
| +5% | +$2.11M | 1.58% | 15 |
|
|
2023
Q2 | $41.5M | Buy |
263,445
+20,086
| +8% | +$3.22M | 1.37% | 25 |
|
|
2023
Q1 | $39.7M | Buy |
243,359
+21,012
| +9% | +$3.52M | 1.39% | 25 |
|
|
2022
Q4 | $39.9M | Sell |
222,347
-33,256
| -13% | -$5.8M | 1.44% | 22 |
|
|
2022
Q3 | $36.7M | Buy |
255,603
+8,035
| +3% | +$1.23M | 1.73% | 17 |
|
|
2022
Q2 | $35.8M | Sell |
247,568
-17,715
| -7% | -$2.93M | 1.81% | 22 |
|
|
2022
Q1 | $43.2M | Sell |
265,283
-111,696
| -30% | -$16M | 1.98% | 14 |
|
|
2021
Q4 | $44.2M | Sell |
376,979
-13,846
| -4% | -$1.57M | 1.98% | 17 |
|
|
2021
Q3 | $39.6M | Buy |
390,825
+35,559
| +10% | +$3.55M | 1.94% | 16 |
|
|
2021
Q2 | $37.2M | Buy |
355,266
+3,179
| +0.9% | +$336K | 1.67% | 24 |
|
|
2021
Q1 | $36.9M | Buy |
352,087
+9,463
| +3% | +$924K | 1.8% | 15 |
|
|
2020
Q4 | $28.9M | Buy |
342,624
+16,769
| +5% | +$1.36M | 1.56% | 28 |
|
|
2020
Q3 | $23.5M | Buy |
325,855
+56,816
| +21% | +$4.78M | 1.46% | 29 |
|
|
2020
Q2 | $24M | Sell |
269,039
-23,277
| -8% | -$2.08M | 1.7% | 27 |
|
|
2020
Q1 | $21.2M | Buy |
292,316
+69,013
| +31% | +$6.82M | 1.69% | 25 |
|
|
2019
Q4 | $26.9M | Buy |
223,303
+9,478
| +4% | +$1.12M | 1.64% | 24 |
|
|
2019
Q3 | $25.4M | Buy |
213,825
+10,964
| +5% | +$1.33M | 1.68% | 21 |
|
|
2019
Q2 | $25.2M | Buy |
202,861
+18,709
| +10% | +$2.26M | 1.67% | 21 |
|
|
2019
Q1 | $22.7M | Buy |
184,152
+173,828
| +1,684% | +$20.6M | 1.53% | 26 |
|
|
2018
Q4 | $1.12M | Buy |
10,324
+9,146
| +776% | +$1.06M | 0.1% | 84 |
|
|
2018
Q3 | $144K | Buy |
+1,178
| New | +$143K | 0.01% | 129 |
|
|
2017
Q3 | – | Sell |
-14,497
| Closed | -$1.51M | – | 149 |
|
|
2017
Q2 | $1.51M | Buy |
14,497
+815
| +6% | +$86.3K | 0.18% | 63 |
|
|
2017
Q1 | $1.47M | Buy |
13,682
+5,005
| +58% | +$561K | 0.18% | 60 |
|
|
2016
Q4 | $1.02M | Buy |
+8,677
| New | +$945K | 0.14% | 71 |
|
Other funds holding CVX
Signature Estate & Investment Advisors's CVX Position: Q2 2026 in Review
Signature Estate & Investment Advisors reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $201K and leaving 8,144 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #219.
Signature Estate & Investment Advisors first reported a position in CVX in Q4 2016 and has held it in 35 quarters since. The position peaked at $57.4M in Q4 2024. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Signature Estate & Investment Advisors held 8,144 shares of Chevron worth $1.35M as of Q2 2026.
- Signature Estate & Investment Advisors sold 1,078 Chevron shares in Q2 2026, an estimated $201K.
- Chevron made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #219 holding.
- Signature Estate & Investment Advisors first reported a position in Chevron in Q4 2016 and has held it in 35 quarters since.
- Signature Estate & Investment Advisors's Chevron position peaked at $57.4M in Q4 2024.
- 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.