TCI Wealth 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 | $4.54M | Buy |
27,360
+388
| +1% | +$72.2K | 0.2% | 50 |
|
|
2026
Q1 | $5.58M | Sell |
26,972
-784
| -3% | -$143K | 0.3% | 41 |
|
|
2025
Q4 | $4.23M | Sell |
27,756
-478
| -2% | -$72.8K | 0.23% | 49 |
|
|
2025
Q3 | $4.38M | Sell |
28,234
-120
| -0.4% | -$18.6K | 0.26% | 47 |
|
|
2025
Q2 | $4.06M | Sell |
28,354
-47
| -0.2% | -$6.63K | 0.28% | 44 |
|
|
2025
Q1 | $4.75M | Sell |
28,401
-323
| -1% | -$50.6K | 0.38% | 35 |
|
|
2024
Q4 | $4.16M | Sell |
28,724
-103
| -0.4% | -$15.8K | 0.35% | 35 |
|
|
2024
Q3 | $4.25M | Buy |
28,827
+344
| +1% | +$51.2K | 0.36% | 35 |
|
|
2024
Q2 | $4.46M | Sell |
28,483
-62
| -0.2% | -$9.89K | 0.42% | 34 |
|
|
2024
Q1 | $4.5M | Sell |
28,545
-3,249
| -10% | -$490K | 0.44% | 31 |
|
|
2023
Q4 | $4.74M | Buy |
31,794
+2,736
| +9% | +$414K | 0.51% | 28 |
|
|
2023
Q3 | $4.9M | Buy |
29,058
+210
| +0.7% | +$33.9K | 0.63% | 26 |
|
|
2023
Q2 | $4.54M | Sell |
28,848
-96
| -0.3% | -$15.4K | 0.58% | 26 |
|
|
2023
Q1 | $4.72M | Buy |
28,944
+193
| +0.7% | +$32.4K | 0.61% | 25 |
|
|
2022
Q4 | $5.16M | Sell |
28,751
-313
| -1% | -$54.6K | 0.71% | 21 |
|
|
2022
Q3 | $4.18M | Sell |
29,064
-455
| -2% | -$69.4K | 0.68% | 22 |
|
|
2022
Q2 | $4.27M | Sell |
29,519
-5
| -0% | -$827 | 0.65% | 23 |
|
|
2022
Q1 | $4.81M | Sell |
29,524
-58
| -0.2% | -$8.32K | 0.72% | 18 |
|
|
2021
Q4 | $3.47M | Sell |
29,582
-2,062
| -7% | -$234K | 0.51% | 20 |
|
|
2021
Q3 | $3.21M | Sell |
31,644
-87
| -0.3% | -$8.68K | 0.49% | 24 |
|
|
2021
Q2 | $3.32M | Sell |
31,731
-546
| -2% | -$57.6K | 0.56% | 21 |
|
|
2021
Q1 | $3.38M | Sell |
32,277
-68
| -0.2% | -$6.64K | 1.43% | 13 |
|
|
2020
Q4 | $2.73M | Buy |
32,345
+1,024
| +3% | +$82.9K | 1.22% | 13 |
|
|
2020
Q3 | $2.25M | Sell |
31,321
-1,035
| -3% | -$87K | 0.89% | 23 |
|
|
2020
Q2 | $2.89M | Sell |
32,356
-3,634
| -10% | -$325K | 1.23% | 13 |
|
|
2020
Q1 | $2.61M | Buy |
35,990
+745
| +2% | +$73.6K | 1.29% | 13 |
|
|
2019
Q4 | $4.25M | Sell |
35,245
-276
| -0.8% | -$32.5K | 1.65% | 10 |
|
|
2019
Q3 | $4.21M | Buy |
35,521
+240
| +0.7% | +$29.1K | 1.87% | 9 |
|
|
2019
Q2 | $4.39M | Sell |
35,281
-4,389
| -11% | -$531K | 1.98% | 9 |
|
|
2019
Q1 | $4.89M | Sell |
39,670
-459
| -1% | -$54.3K | 2.15% | 9 |
|
|
2018
Q4 | $4.37M | Buy |
40,129
+152
| +0.4% | +$17.6K | 2.12% | 9 |
|
|
2018
Q3 | $4.89M | Sell |
39,977
-194
| -0.5% | -$23.5K | 2.04% | 8 |
|
|
2018
Q2 | $5.08M | Sell |
40,171
-687
| -2% | -$85.3K | 2.26% | 7 |
|
|
2018
Q1 | $4.66M | Sell |
40,858
-97
| -0.2% | -$11.6K | 2.16% | 8 |
|
|
2017
Q4 | $5.13M | Sell |
40,955
-547
| -1% | -$64.9K | 2.25% | 7 |
|
|
2017
Q3 | $4.88M | Sell |
41,502
-1,056
| -2% | -$115K | 2.39% | 6 |
|
|
2017
Q2 | $4.44M | Buy |
42,558
+129
| +0.3% | +$13.7K | 2.27% | 7 |
|
|
2017
Q1 | $4.56M | Sell |
42,429
-1,899
| -4% | -$213K | 2.38% | 6 |
|
|
2016
Q4 | $5.22M | Buy |
44,328
+240
| +0.5% | +$26.1K | 2.74% | 6 |
|
|
2016
Q3 | $4.54M | Sell |
44,088
-204
| -0.5% | -$20.8K | 2.47% | 6 |
|
|
2016
Q2 | $4.64M | Buy |
44,292
+1,365
| +3% | +$137K | 2.58% | 6 |
|
|
2016
Q1 | $4.09M | Sell |
42,927
-130
| -0.3% | -$11.4K | 2.27% | 6 |
|
|
2015
Q4 | $3.87M | Sell |
43,057
-349
| -0.8% | -$31.5K | 2.16% | 6 |
|
|
2015
Q3 | $3.42M | Buy |
43,406
+759
| +2% | +$63.9K | 2.06% | 7 |
|
|
2015
Q2 | $4.11M | Buy |
+42,647
| New | +$4.48M | 2.36% | 6 |
|
|
2015
Q1 | – | Sell |
-39,308
| Closed | -$4.41M | – | 896 |
|
|
2014
Q4 | $4.41M | Sell |
39,308
-514
| -1% | -$58.4K | 2.73% | 6 |
|
|
2014
Q3 | $4.75M | Buy |
39,822
+1,505
| +4% | +$192K | 3% | 6 |
|
|
2014
Q2 | $5M | Buy |
38,317
+630
| +2% | +$78.4K | 3.01% | 6 |
|
|
2014
Q1 | $4.48M | Sell |
37,687
-886
| -2% | -$103K | 2.92% | 7 |
|
|
2013
Q4 | $4.82M | Buy |
38,573
+194
| +0.5% | +$23.4K | 3.02% | 7 |
|
|
2013
Q3 | $4.66M | Sell |
38,379
-149
| -0.4% | -$18.3K | 3.54% | 6 |
|
|
2013
Q2 | $4.56M | Buy |
+38,528
| New | +$4.66M | 3.46% | 6 |
|
Other funds holding CVX
AACR
TCI Wealth Advisors's CVX Position: Q2 2026 in Review
TCI Wealth Advisors increased its Chevron (CVX) stake by 1.4% in Q2 2026, buying an estimated $72.2K and bringing the position to 27,360 shares worth $4.54M. The position accounts for 0.2% of the portfolio, ranked #50.
TCI Wealth Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.58M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- TCI Wealth Advisors held 27,360 shares of Chevron worth $4.54M as of Q2 2026.
- TCI Wealth Advisors bought 388 Chevron shares in Q2 2026, an estimated $72.2K.
- Chevron made up 0.2% of TCI Wealth Advisors's portfolio in Q2 2026, its #50 holding.
- TCI Wealth Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
- TCI Wealth Advisors's Chevron position peaked at $5.58M in Q1 2026.
- 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.