TRUE Private 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 | $2.74M | Sell |
16,558
-16,347
| -50% | -$3.04M | 0.24% | 61 |
|
|
2026
Q1 | $6.81M | Sell |
32,905
-824
| -2% | -$150K | 0.65% | 31 |
|
|
2025
Q4 | $5.14M | Buy |
33,729
+253
| +0.8% | +$38.5K | 0.52% | 38 |
|
|
2025
Q3 | $5.2M | Sell |
33,476
-310
| -0.9% | -$48K | 0.53% | 35 |
|
|
2025
Q2 | $4.84M | Buy |
33,786
+1,078
| +3% | +$152K | 0.54% | 33 |
|
|
2025
Q1 | $5.47M | Sell |
32,708
-989
| -3% | -$155K | 0.66% | 31 |
|
|
2024
Q4 | $4.88M | Sell |
33,697
-1,109
| -3% | -$170K | 0.59% | 30 |
|
|
2024
Q3 | $5.13M | Sell |
34,806
-1,258
| -3% | -$187K | 0.61% | 28 |
|
|
2024
Q2 | $5.64M | Sell |
36,064
-750
| -2% | -$120K | 0.64% | 28 |
|
|
2024
Q1 | $5.81M | Sell |
36,814
-2,881
| -7% | -$435K | 0.67% | 28 |
|
|
2023
Q4 | $5.92M | Buy |
39,695
+4,007
| +11% | +$606K | 0.75% | 23 |
|
|
2023
Q3 | $6.02M | Buy |
35,688
+1,183
| +3% | +$191K | 0.84% | 20 |
|
|
2023
Q2 | $5.43M | Sell |
34,505
-243
| -0.7% | -$39K | 0.8% | 19 |
|
|
2023
Q1 | $5.67M | Buy |
34,748
+660
| +2% | +$111K | 0.84% | 18 |
|
|
2022
Q4 | $6.12M | Buy |
34,088
+842
| +3% | +$147K | 0.94% | 13 |
|
|
2022
Q3 | $4.78M | Buy |
33,246
+2,320
| +8% | +$354K | 0.72% | 16 |
|
|
2022
Q2 | $4.48M | Sell |
30,926
-2,262
| -7% | -$374K | 0.65% | 21 |
|
|
2022
Q1 | $5.56M | Sell |
33,188
-10,592
| -24% | -$1.52M | 0.78% | 16 |
|
|
2021
Q4 | $5.14M | Sell |
43,780
-179
| -0.4% | -$20.3K | 0.73% | 21 |
|
|
2021
Q3 | $4.46M | Buy |
43,959
+405
| +0.9% | +$40.4K | 0.65% | 21 |
|
|
2021
Q2 | $4.56M | Buy |
43,554
+718
| +2% | +$75.8K | 0.68% | 19 |
|
|
2021
Q1 | $4.49M | Buy |
42,836
+2,673
| +7% | +$261K | 0.73% | 18 |
|
|
2020
Q4 | $3.39M | Buy |
40,163
+414
| +1% | +$33.5K | 0.57% | 26 |
|
|
2020
Q3 | $2.86M | Sell |
39,749
-1,542
| -4% | -$130K | 0.49% | 31 |
|
|
2020
Q2 | $3.68M | Buy |
41,291
+4,496
| +12% | +$403K | 0.67% | 26 |
|
|
2020
Q1 | $2.67M | Buy |
36,795
+24,957
| +211% | +$2.47M | 0.57% | 32 |
|
|
2019
Q4 | $1.43M | Buy |
11,838
+185
| +2% | +$21.8K | 0.22% | 64 |
|
|
2019
Q3 | $1.38M | Sell |
11,653
-741
| -6% | -$90K | 0.24% | 61 |
|
|
2019
Q2 | $1.54M | Buy |
12,394
+922
| +8% | +$111K | 0.26% | 56 |
|
|
2019
Q1 | $1.41M | Sell |
11,472
-697
| -6% | -$82.5K | 0.27% | 63 |
|
|
2018
Q4 | $1.32M | Sell |
12,169
-1,935
| -14% | -$224K | 0.23% | 76 |
|
|
2018
Q3 | $1.72M | Sell |
14,104
-31
| -0.2% | -$3.76K | 0.24% | 74 |
|
|
2018
Q2 | $1.79M | Buy |
14,135
+1,652
| +13% | +$205K | 0.28% | 66 |
|
|
2018
Q1 | $1.42M | Sell |
12,483
-186
| -1% | -$22.2K | 0.24% | 65 |
|
|
2017
Q4 | $1.59M | Buy |
12,669
+3,105
| +32% | +$368K | 0.27% | 62 |
|
|
2017
Q3 | $1.12M | Sell |
9,564
-19
| -0.2% | -$2.07K | 0.25% | 54 |
|
|
2017
Q2 | $999K | Buy |
9,583
+48
| +0.5% | +$5.08K | 0.23% | 57 |
|
|
2017
Q1 | $1.04M | Buy |
9,535
+156
| +2% | +$17.5K | 0.24% | 51 |
|
|
2016
Q4 | $1.04M | Buy |
9,379
+106
| +1% | +$11.5K | 0.25% | 52 |
|
|
2016
Q3 | $934K | Sell |
9,273
-95
| -1% | -$9.7K | 0.3% | 48 |
|
|
2016
Q2 | $982K | Buy |
9,368
+55
| +0.6% | +$5.53K | 0.33% | 44 |
|
|
2016
Q1 | $889K | Buy |
9,313
+2,687
| +41% | +$235K | 0.35% | 42 |
|
|
2015
Q4 | $596K | Buy |
+6,626
| New | +$597K | 0.26% | 52 |
|
Other funds holding CVX
AACR
TRUE Private Wealth Advisors's CVX Position: Q2 2026 in Review
TRUE Private Wealth Advisors reduced its Chevron (CVX) stake by 50% in Q2 2026, selling an estimated $3.04M and leaving 16,558 shares worth $2.74M. The position accounts for 0.24% of the portfolio, ranked #61.
TRUE Private Wealth Advisors first reported a position in CVX in Q4 2015 and has held it in 43 quarters since. The position peaked at $6.81M in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- TRUE Private Wealth Advisors held 16,558 shares of Chevron worth $2.74M as of Q2 2026.
- TRUE Private Wealth Advisors sold 16,347 Chevron shares in Q2 2026, an estimated $3.04M.
- Chevron made up 0.24% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #61 holding.
- TRUE Private Wealth Advisors first reported a position in Chevron in Q4 2015 and has held it in 43 quarters since.
- TRUE Private Wealth Advisors's Chevron position peaked at $6.81M in Q1 2026.
- 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.