Strategic 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 | $1.27M | Sell |
7,664
-2,947
| -28% | -$549K | 0.08% | 118 |
|
|
2026
Q1 | $2.2M | Buy |
10,611
+8,403
| +381% | +$1.53M | 0.15% | 73 |
|
|
2025
Q4 | $336K | Buy |
2,208
+561
| +34% | +$85.4K | 0.03% | 201 |
|
|
2025
Q3 | $256K | Sell |
1,647
-76
| -4% | -$11.8K | 0.02% | 228 |
|
|
2025
Q2 | $247K | Sell |
1,723
-6
| -0.3% | -$846 | 0.02% | 229 |
|
|
2025
Q1 | $289K | Buy |
1,729
+196
| +13% | +$30.7K | 0.03% | 213 |
|
|
2024
Q4 | $222K | Buy |
1,533
+109
| +8% | +$16.7K | 0.02% | 226 |
|
|
2024
Q3 | $210K | Sell |
1,424
-193
| -12% | -$28.7K | 0.02% | 233 |
|
|
2024
Q2 | $253K | Buy |
1,617
+159
| +11% | +$25.4K | 0.03% | 217 |
|
|
2024
Q1 | $230K | Sell |
1,458
-133
| -8% | -$20.1K | 0.03% | 230 |
|
|
2023
Q4 | $237K | Sell |
1,591
-167
| -9% | -$25.3K | 0.03% | 220 |
|
|
2023
Q3 | $296K | Buy |
1,758
+65
| +4% | +$10.5K | 0.05% | 203 |
|
|
2023
Q2 | $266K | Sell |
1,693
-40
| -2% | -$6.41K | 0.04% | 173 |
|
|
2023
Q1 | $283K | Sell |
1,733
-157
| -8% | -$26.3K | 0.05% | 208 |
|
|
2022
Q4 | $339K | Buy |
1,890
+184
| +11% | +$32.1K | 0.07% | 180 |
|
|
2022
Q3 | $245K | Sell |
1,706
-26
| -2% | -$3.96K | 0.06% | 156 |
|
|
2022
Q2 | $251K | Buy |
+1,732
| New | +$286K | 0.05% | 188 |
|
|
2021
Q4 | – | Sell |
-8,431
| Closed | -$855K | – | 188 |
|
|
2021
Q3 | $855K | Buy |
8,431
+24
| +0.3% | +$2.39K | 0.19% | 115 |
|
|
2021
Q2 | $881K | Buy |
8,407
+1,124
| +15% | +$119K | 0.2% | 104 |
|
|
2021
Q1 | $763K | Buy |
7,283
+583
| +9% | +$56.9K | 0.2% | 97 |
|
|
2020
Q4 | $566K | Buy |
6,700
+829
| +14% | +$67.1K | 0.16% | 115 |
|
|
2020
Q3 | $423K | Sell |
5,871
-300
| -5% | -$25.2K | 0.14% | 102 |
|
|
2020
Q2 | $551K | Buy |
6,171
+476
| +8% | +$42.6K | 0.21% | 86 |
|
|
2020
Q1 | $413K | Sell |
5,695
-1,243
| -18% | -$123K | 0.19% | 93 |
|
|
2019
Q4 | $836K | Buy |
6,938
+265
| +4% | +$31.2K | 0.35% | 62 |
|
|
2019
Q3 | $791K | Buy |
6,673
+652
| +11% | +$79.2K | 0.38% | 55 |
|
|
2019
Q2 | $743K | Buy |
6,021
+726
| +14% | +$87.8K | 0.41% | 52 |
|
|
2019
Q1 | $652K | Buy |
5,295
+458
| +9% | +$54.2K | 0.45% | 52 |
|
|
2018
Q4 | $526K | Buy |
+4,837
| New | +$560K | 0.47% | 53 |
|
Other funds holding CVX
Strategic Investment Advisors's CVX Position: Q2 2026 in Review
Strategic Investment Advisors reduced its Chevron (CVX) stake by 28% in Q2 2026, selling an estimated $549K and leaving 7,664 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #118.
Strategic Investment Advisors first reported a position in CVX in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.2M in Q1 2026. 4,139 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Strategic Investment Advisors held 7,664 shares of Chevron worth $1.27M as of Q2 2026.
- Strategic Investment Advisors sold 2,947 Chevron shares in Q2 2026, an estimated $549K.
- Chevron made up 0.08% of Strategic Investment Advisors's portfolio in Q2 2026, its #118 holding.
- Strategic Investment Advisors first reported a position in Chevron in Q4 2018 and has held it in 29 quarters since.
- Strategic Investment Advisors's Chevron position peaked at $2.2M in Q1 2026.
- 4,139 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.