Triangle Securities Wealth Management’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 | $2.25M | Sell |
13,577
-127
| -0.9% | -$23.6K | 0.45% | 63 |
|
|
2026
Q1 | $2.84M | Sell |
13,704
-937
| -6% | -$171K | 0.64% | 49 |
|
|
2025
Q4 | $2.23M | Sell |
14,641
-512
| -3% | -$78K | 0.47% | 59 |
|
|
2025
Q3 | $2.35M | Buy |
15,153
+2,097
| +16% | +$325K | 0.53% | 56 |
|
|
2025
Q2 | $1.87M | Sell |
13,056
-2,937
| -18% | -$414K | 0.46% | 63 |
|
|
2025
Q1 | $2.68M | Sell |
15,993
-234
| -1% | -$36.6K | 0.69% | 40 |
|
|
2024
Q4 | $2.35M | Sell |
16,227
-381
| -2% | -$58.3K | 0.6% | 49 |
|
|
2024
Q3 | $2.45M | Buy |
16,608
+87
| +0.5% | +$12.9K | 0.63% | 46 |
|
|
2024
Q2 | $2.58M | Buy |
16,521
+49
| +0.3% | +$7.81K | 0.73% | 34 |
|
|
2024
Q1 | $2.6M | Buy |
16,472
+313
| +2% | +$47.2K | 0.74% | 35 |
|
|
2023
Q4 | $2.41M | Buy |
16,159
+159
| +1% | +$24K | 0.75% | 32 |
|
|
2023
Q3 | $2.7M | Buy |
16,000
+167
| +1% | +$27K | 0.96% | 25 |
|
|
2023
Q2 | $2.49M | Sell |
15,833
-302
| -2% | -$48.4K | 0.86% | 27 |
|
|
2023
Q1 | $2.63M | Sell |
16,135
-463
| -3% | -$77.6K | 0.94% | 26 |
|
|
2022
Q4 | $2.98M | Buy |
16,598
+141
| +0.9% | +$24.6K | 1.09% | 23 |
|
|
2022
Q3 | $2.36M | Sell |
16,457
-173
| -1% | -$26.4K | 0.97% | 30 |
|
|
2022
Q2 | $2.41M | Sell |
16,630
-186
| -1% | -$30.7K | 0.94% | 32 |
|
|
2022
Q1 | $2.74M | Buy |
16,816
+227
| +1% | +$32.6K | 0.92% | 32 |
|
|
2021
Q4 | $1.95M | Buy |
16,589
+49
| +0.3% | +$5.57K | 0.61% | 52 |
|
|
2021
Q3 | $1.68M | Buy |
16,540
+484
| +3% | +$48.3K | 0.57% | 58 |
|
|
2021
Q2 | $1.68M | Sell |
16,056
-247
| -2% | -$26.1K | 0.57% | 63 |
|
|
2021
Q1 | $1.71M | Buy |
16,303
+67
| +0.4% | +$6.54K | 0.62% | 54 |
|
|
2020
Q4 | $1.37M | Buy |
16,236
+1,635
| +11% | +$132K | 0.54% | 62 |
|
|
2020
Q3 | $1.05M | Sell |
14,601
-1,891
| -11% | -$159K | 0.48% | 70 |
|
|
2020
Q2 | $1.47M | Sell |
16,492
-1,530
| -8% | -$137K | 0.7% | 50 |
|
|
2020
Q1 | $1.31M | Buy |
18,022
+1,757
| +11% | +$174K | 0.75% | 47 |
|
|
2019
Q4 | $1.96M | Sell |
16,265
-513
| -3% | -$60.4K | 0.85% | 35 |
|
|
2019
Q3 | $1.99M | Buy |
16,778
+646
| +4% | +$78.5K | 0.97% | 30 |
|
|
2019
Q2 | $1.99M | Buy |
16,132
+474
| +3% | +$57.3K | 1.01% | 32 |
|
|
2019
Q1 | $1.93M | Sell |
15,658
-447
| -3% | -$52.9K | 1.01% | 32 |
|
|
2018
Q4 | $1.75M | Buy |
16,105
+3,720
| +30% | +$431K | 1.03% | 32 |
|
|
2018
Q3 | $1.51M | Sell |
12,385
-10
| -0.1% | -$1.21K | 0.8% | 40 |
|
|
2018
Q2 | $1.57M | Sell |
12,395
-266
| -2% | -$33K | 0.88% | 40 |
|
|
2018
Q1 | $1.44M | Sell |
12,661
-504
| -4% | -$60.3K | 0.83% | 45 |
|
|
2017
Q4 | $1.65M | Sell |
13,165
-187
| -1% | -$22.2K | 0.94% | 34 |
|
|
2017
Q3 | $1.57M | Sell |
13,352
-509
| -4% | -$55.6K | 0.93% | 36 |
|
|
2017
Q2 | $1.45M | Buy |
13,861
+35
| +0.3% | +$3.71K | 0.96% | 35 |
|
|
2017
Q1 | $1.48M | Sell |
13,826
-548
| -4% | -$61.5K | 0.95% | 36 |
|
|
2016
Q4 | $1.69M | Buy |
14,374
+1,370
| +11% | +$149K | 1.13% | 34 |
|
|
2016
Q3 | $1.34M | Sell |
13,004
-734
| -5% | -$74.9K | 0.93% | 38 |
|
|
2016
Q2 | $1.44M | Sell |
13,738
-1,820
| -12% | -$183K | 1.07% | 34 |
|
|
2016
Q1 | $1.48M | Sell |
15,558
-100
| -0.6% | -$8.75K | 0.97% | 37 |
|
|
2015
Q4 | $1.41M | Buy |
15,658
+1,115
| +8% | +$101K | 0.94% | 35 |
|
|
2015
Q3 | $1.15M | Sell |
14,543
-1,427
| -9% | -$120K | 0.87% | 39 |
|
|
2015
Q2 | $1.54M | Sell |
15,970
-40
| -0.2% | -$4.2K | 1.09% | 31 |
|
|
2015
Q1 | $1.68M | Buy |
16,010
+95
| +0.6% | +$10.1K | 1.16% | 24 |
|
|
2014
Q4 | $1.78M | Sell |
15,915
-11
| -0.1% | -$1.25K | 1.27% | 22 |
|
|
2014
Q3 | $1.9M | Hold |
15,926
| – | – | 1.46% | 21 |
|
|
2014
Q2 | $2.08M | Buy |
15,926
+2,717
| +21% | +$338K | 1.59% | 17 |
|
|
2014
Q1 | $1.57M | Sell |
13,209
-2,292
| -15% | -$267K | 1.41% | 20 |
|
|
2013
Q4 | $1.94M | Buy |
15,501
+212
| +1% | +$25.6K | 1.57% | 17 |
|
|
2013
Q3 | $1.86M | Sell |
15,289
-316
| -2% | -$38.8K | 1.62% | 18 |
|
|
2013
Q2 | $1.85M | Buy |
+15,605
| New | +$1.89M | 1.37% | 19 |
|
Other funds holding CVX
DC
CIM
CNB
FWIA
DLA
P
COPPSERS
Triangle Securities Wealth Management's CVX Position: Q2 2026 in Review
Triangle Securities Wealth Management reduced its Chevron (CVX) stake by 0.93% in Q2 2026, selling an estimated $23.6K and leaving 13,577 shares worth $2.25M. The position accounts for 0.45% of the portfolio, ranked #63.
Triangle Securities Wealth Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.98M in Q4 2022. 877 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Triangle Securities Wealth Management held 13,577 shares of Chevron worth $2.25M as of Q2 2026.
- Triangle Securities Wealth Management sold 127 Chevron shares in Q2 2026, an estimated $23.6K.
- Chevron made up 0.45% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #63 holding.
- Triangle Securities Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
- Triangle Securities Wealth Management's Chevron position peaked at $2.98M in Q4 2022.
- 877 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.