Stamos Capital Partners’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 | $12.1M | Buy |
72,792
+29,738
| +69% | +$5.54M | 1.85% | 9 |
|
|
2026
Q1 | $8.91M | Sell |
43,054
-50,343
| -54% | -$9.18M | 1.39% | 12 |
|
|
2025
Q4 | $14.2M | Buy |
93,397
+21,871
| +31% | +$3.33M | 2.29% | 6 |
|
|
2025
Q3 | $11.1M | Sell |
71,526
-37,529
| -34% | -$5.81M | 2.1% | 7 |
|
|
2025
Q2 | $15.6M | Buy |
109,055
+59,436
| +120% | +$8.38M | 2.8% | 5 |
|
|
2025
Q1 | $8.3M | Sell |
49,619
-37,551
| -43% | -$5.88M | 2.17% | 5 |
|
|
2024
Q4 | $12.6M | Buy |
87,170
+500
| +0.6% | +$76.5K | 2.96% | 5 |
|
|
2024
Q3 | $12.8M | Buy |
86,670
+14,240
| +20% | +$2.12M | 3% | 2 |
|
|
2024
Q2 | $11.3M | Sell |
72,430
-650
| -0.9% | -$104K | 2.4% | 5 |
|
|
2024
Q1 | $11.5M | Sell |
73,080
-2,250
| -3% | -$340K | 2.62% | 3 |
|
|
2023
Q4 | $11.2M | Buy |
75,330
+13,370
| +22% | +$2.02M | 3.05% | 4 |
|
|
2023
Q3 | $10.4M | Sell |
61,960
-4,560
| -7% | -$737K | 2.33% | 3 |
|
|
2023
Q2 | $10.5M | Buy |
66,520
+3,700
| +6% | +$593K | 2.45% | 4 |
|
|
2023
Q1 | $10.2M | Buy |
62,820
+8,320
| +15% | +$1.39M | 2.64% | 4 |
|
|
2022
Q4 | $9.78M | Sell |
54,500
-31,310
| -36% | -$5.46M | 3.1% | 2 |
|
|
2022
Q3 | $12.3M | Buy |
85,810
+13,210
| +18% | +$2.01M | 3.14% | 1 |
|
|
2022
Q2 | $10.5M | Buy |
72,600
+6,800
| +10% | +$1.12M | 3.18% | 5 |
|
|
2022
Q1 | $10.7M | Buy |
65,800
+6,100
| +10% | +$875K | 3.58% | 4 |
|
|
2021
Q4 | $7.01M | Sell |
59,700
-9,470
| -14% | -$1.08M | 3.25% | 8 |
|
|
2021
Q3 | $7.02M | Sell |
69,170
-7,400
| -10% | -$738K | 3.92% | 6 |
|
|
2021
Q2 | $8.02M | Sell |
76,570
-13,430
| -15% | -$1.42M | 4.23% | 3 |
|
|
2021
Q1 | $9.43M | Sell |
90,000
-3,500
| -4% | -$342K | 4.76% | 4 |
|
|
2020
Q4 | $7.9M | Sell |
93,500
-6,500
| -7% | -$526K | 3.37% | 4 |
|
|
2020
Q3 | $7.2M | Buy |
100,000
+46,000
| +85% | +$3.87M | 2.68% | 4 |
|
|
2020
Q2 | $4.82M | Sell |
54,000
-22,606
| -30% | -$2.02M | 2.76% | 4 |
|
|
2020
Q1 | $5.55M | Buy |
+76,606
| New | +$7.57M | 2.92% | 7 |
|
|
2019
Q4 | – | Sell |
-5,000
| Closed | -$593K | – | 54 |
|
|
2019
Q3 | $593K | Sell |
5,000
-3,000
| -38% | -$364K | 0.53% | 34 |
|
|
2019
Q2 | $999K | Buy |
+8,000
| New | +$967K | 1% | 27 |
|
|
2019
Q1 | – | Sell |
-24,000
| Closed | -$2.61M | – | 80 |
|
|
2018
Q4 | $2.61M | Buy |
+24,000
| New | +$2.78M | 1.97% | 19 |
|
Other funds holding CVX
Stamos Capital Partners's CVX Position: Q2 2026 in Review
Stamos Capital Partners increased its Chevron (CVX) stake by 69% in Q2 2026, buying an estimated $5.54M and bringing the position to 72,792 shares worth $12.1M. The position accounts for 1.85% of the portfolio, ranked #9.
Stamos Capital Partners first reported a position in CVX in Q4 2018 and has held it in 29 quarters since. The position peaked at $15.6M in Q2 2025. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Stamos Capital Partners held 72,792 shares of Chevron worth $12.1M as of Q2 2026.
- Stamos Capital Partners bought 29,738 Chevron shares in Q2 2026, an estimated $5.54M.
- Chevron made up 1.85% of Stamos Capital Partners's portfolio in Q2 2026, its #9 holding.
- Stamos Capital Partners first reported a position in Chevron in Q4 2018 and has held it in 29 quarters since.
- Stamos Capital Partners's Chevron position peaked at $15.6M in Q2 2025.
- 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.