Valeo Financial 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 | $7.56M | Buy |
45,590
+1,258
| +3% | +$234K | 0.16% | 67 |
|
|
2026
Q1 | $9.17M | Sell |
44,332
-4,682
| -10% | -$854K | 0.22% | 52 |
|
|
2025
Q4 | $7.47M | Sell |
49,014
-1,459
| -3% | -$222K | 0.17% | 66 |
|
|
2025
Q3 | $7.84M | Buy |
50,473
+2,129
| +4% | +$330K | 0.18% | 62 |
|
|
2025
Q2 | $6.92M | Sell |
48,344
-1,245
| -3% | -$176K | 0.17% | 68 |
|
|
2025
Q1 | $8.3M | Buy |
49,589
+5,873
| +13% | +$919K | 0.23% | 51 |
|
|
2024
Q4 | $6.33M | Sell |
43,716
-1,232
| -3% | -$189K | 0.18% | 63 |
|
|
2024
Q3 | $6.62M | Sell |
44,948
-1,700
| -4% | -$253K | 0.19% | 62 |
|
|
2024
Q2 | $7.3M | Sell |
46,648
-2,684
| -5% | -$428K | 0.23% | 55 |
|
|
2024
Q1 | $8.07M | Buy |
49,332
+1,040
| +2% | +$157K | 0.29% | 45 |
|
|
2023
Q4 | $7.2M | Buy |
48,292
+5,580
| +13% | +$844K | 0.29% | 47 |
|
|
2023
Q3 | $7.2M | Sell |
42,712
-16,430
| -28% | -$2.65M | 0.33% | 43 |
|
|
2023
Q2 | $6.45M | Buy |
59,142
+4,547
| +8% | +$729K | 0.29% | 48 |
|
|
2023
Q1 | $5.94M | Buy |
54,595
+428
| +0.8% | +$71.8K | 0.29% | 53 |
|
|
2022
Q4 | $6.46M | Buy |
54,167
+1,490
| +3% | +$260K | 0.35% | 43 |
|
|
2022
Q3 | $4.96M | Buy |
52,677
+18,525
| +54% | +$2.83M | 0.32% | 44 |
|
|
2022
Q2 | $4.95M | Sell |
34,152
-6,085
| -15% | -$1.01M | 0.31% | 53 |
|
|
2022
Q1 | $6.55M | Sell |
40,237
-5,814
| -13% | -$834K | 0.33% | 44 |
|
|
2021
Q4 | $5.4M | Buy |
46,051
+39
| +0.1% | +$4.43K | 0.29% | 51 |
|
|
2021
Q3 | $4.67M | Buy |
46,012
+10,115
| +28% | +$1.01M | 0.27% | 59 |
|
|
2021
Q2 | $3.76M | Buy |
35,897
+1,215
| +4% | +$128K | 0.23% | 68 |
|
|
2021
Q1 | $3.63M | Buy |
34,682
+2,375
| +7% | +$232K | 0.17% | 72 |
|
|
2020
Q4 | $2.73M | Buy |
32,307
+3,274
| +11% | +$265K | 0.14% | 81 |
|
|
2020
Q3 | $2.09M | Buy |
29,033
+3,089
| +12% | +$260K | 0.18% | 80 |
|
|
2020
Q2 | $2.31M | Buy |
25,944
+3,478
| +15% | +$311K | 0.21% | 70 |
|
|
2020
Q1 | $1.9M | Buy |
22,466
+1,087
| +5% | +$107K | 0.2% | 72 |
|
|
2019
Q4 | $2.58M | Buy |
21,379
+3,196
| +18% | +$376K | 0.25% | 63 |
|
|
2019
Q3 | $2.16M | Sell |
18,183
-1,943
| -10% | -$236K | 0.24% | 68 |
|
|
2019
Q2 | $2.5M | Buy |
20,126
+989
| +5% | +$120K | 0.29% | 61 |
|
|
2019
Q1 | $2.36M | Buy |
19,137
+1,712
| +10% | +$203K | 0.29% | 59 |
|
|
2018
Q4 | $1.9M | Sell |
17,425
-106
| -0.6% | -$12.3K | 0.27% | 60 |
|
|
2018
Q3 | $1.96M | Buy |
17,531
+751
| +4% | +$91.1K | 0.26% | 61 |
|
|
2018
Q2 | $2.06M | Buy |
16,780
+74
| +0.4% | +$9.19K | 0.29% | 59 |
|
|
2018
Q1 | $1.91M | Buy |
16,706
+1,809
| +12% | +$216K | 0.31% | 62 |
|
|
2017
Q4 | $1.86M | Buy |
14,897
+1,986
| +15% | +$235K | 0.31% | 65 |
|
|
2017
Q3 | $1.52M | Buy |
+12,911
| New | +$1.41M | 0.34% | 66 |
|
Other funds holding CVX
AACR
Valeo Financial Advisors's CVX Position: Q2 2026 in Review
Valeo Financial Advisors increased its Chevron (CVX) stake by 2.8% in Q2 2026, buying an estimated $234K and bringing the position to 45,590 shares worth $7.56M. The position accounts for 0.16% of the portfolio, ranked #67.
Valeo Financial Advisors first reported a position in CVX in Q3 2017 and has held it in 36 quarters since. The position peaked at $9.17M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Valeo Financial Advisors held 45,590 shares of Chevron worth $7.56M as of Q2 2026.
- Valeo Financial Advisors bought 1,258 Chevron shares in Q2 2026, an estimated $234K.
- Chevron made up 0.16% of Valeo Financial Advisors's portfolio in Q2 2026, its #67 holding.
- Valeo Financial Advisors first reported a position in Chevron in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Chevron position peaked at $9.17M in Q1 2026.
- 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.