Valley National Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $460K | Buy |
2,224
+87
| +4% | +$15.9K | 0.06% | 180 |
|
|
2025
Q4 | $325K | Sell |
2,137
-124
| -5% | -$18.9K | 0.05% | 201 |
|
|
2025
Q3 | $351K | Sell |
2,261
-137
| -6% | -$21.2K | 0.05% | 193 |
|
|
2025
Q2 | $343K | Sell |
2,398
-2
| -0.1% | -$282 | 0.06% | 194 |
|
|
2025
Q1 | $401K | Sell |
2,400
-132
| -5% | -$20.7K | 0.07% | 173 |
|
|
2024
Q4 | $366K | Sell |
2,532
-28
| -1% | -$4.29K | 0.07% | 184 |
|
|
2024
Q3 | $377K | Sell |
2,560
-659
| -20% | -$98.1K | 0.07% | 186 |
|
|
2024
Q2 | $503K | Sell |
3,219
-72
| -2% | -$11.5K | 0.07% | 158 |
|
|
2024
Q1 | $519K | Buy |
3,291
+143
| +5% | +$21.6K | 0.08% | 161 |
|
|
2023
Q4 | $469K | Buy |
3,148
+56
| +2% | +$8.47K | 0.07% | 166 |
|
|
2023
Q3 | $521K | Buy |
3,092
+34
| +1% | +$5.49K | 0.09% | 155 |
|
|
2023
Q2 | $482K | Buy |
3,058
+51
| +2% | +$8.18K | 0.08% | 172 |
|
|
2023
Q1 | $516K | Sell |
3,007
-68
| -2% | -$11.4K | 0.09% | 165 |
|
|
2022
Q4 | $538K | Sell |
3,075
-7
| -0.2% | -$1.22K | 0.1% | 160 |
|
|
2022
Q3 | $502K | Sell |
3,082
-6
| -0.2% | -$915 | 0.1% | 159 |
|
|
2022
Q2 | $443K | Sell |
3,088
-17,275
| -85% | -$2.86M | 0.09% | 164 |
|
|
2022
Q1 | $3.32M | Buy |
20,363
+592
| +3% | +$84.9K | 0.64% | 35 |
|
|
2021
Q4 | $2.32M | Buy |
19,771
+474
| +2% | +$53.8K | 0.43% | 61 |
|
|
2021
Q3 | $1.96M | Sell |
19,297
-60
| -0.3% | -$5.99K | 0.35% | 74 |
|
|
2021
Q2 | $2.03M | Sell |
19,357
-44
| -0.2% | -$4.64K | 0.37% | 68 |
|
|
2021
Q1 | $2.03M | Sell |
19,401
-129
| -0.7% | -$12.6K | 0.4% | 50 |
|
|
2020
Q4 | $1.65M | Sell |
19,530
-929
| -5% | -$75.2K | 0.35% | 55 |
|
|
2020
Q3 | $1.47M | Sell |
20,459
-3,259
| -14% | -$274K | 0.34% | 50 |
|
|
2020
Q2 | $2.12M | Buy |
23,718
+20,735
| +695% | +$1.86M | 0.49% | 36 |
|
|
2020
Q1 | $216K | Sell |
2,983
-1,036
| -26% | -$102K | 0.06% | 168 |
|
|
2019
Q4 | $484K | Buy |
4,019
+263
| +7% | +$31K | 0.12% | 124 |
|
|
2019
Q3 | $445K | Buy |
3,756
+8
| +0.2% | +$972 | 0.12% | 125 |
|
|
2019
Q2 | $466K | Buy |
3,748
+858
| +30% | +$104K | 0.13% | 120 |
|
|
2019
Q1 | $356K | Buy |
2,890
+235
| +9% | +$27.8K | 0.1% | 138 |
|
|
2018
Q4 | $289K | Sell |
2,655
-1,182
| -31% | -$137K | 0.09% | 140 |
|
|
2018
Q3 | $469K | Buy |
3,837
+996
| +35% | +$121K | 0.16% | 118 |
|
|
2018
Q2 | $359K | Buy |
2,841
+140
| +5% | +$17.4K | 0.14% | 131 |
|
|
2018
Q1 | $308K | Buy |
2,701
+68
| +3% | +$8.13K | 0.11% | 131 |
|
|
2017
Q4 | $330K | Buy |
2,633
+10
| +0.4% | +$1.19K | 0.11% | 129 |
|
|
2017
Q3 | $308K | Buy |
2,623
+11
| +0.4% | +$1.2K | 0.11% | 121 |
|
|
2017
Q2 | $273K | Buy |
2,612
+11
| +0.4% | +$1.17K | 0.1% | 122 |
|
|
2017
Q1 | $279K | Sell |
2,601
-509
| -16% | -$57.1K | 0.11% | 119 |
|
|
2016
Q4 | $366K | Buy |
3,110
+411
| +15% | +$44.8K | 0.17% | 110 |
|
|
2016
Q3 | $278K | Buy |
2,699
+231
| +9% | +$23.6K | 0.14% | 117 |
|
|
2016
Q2 | $259K | Sell |
2,468
-29,595
| -92% | -$2.98M | 0.13% | 124 |
|
|
2016
Q1 | $3.06M | Buy |
32,063
+2,406
| +8% | +$210K | 1.64% | 18 |
|
|
2015
Q4 | $2.67M | Sell |
29,657
-2,677
| -8% | -$241K | 1.57% | 17 |
|
|
2015
Q3 | $2.55M | Sell |
32,334
-322
| -1% | -$27.1K | 1.54% | 15 |
|
|
2015
Q2 | $3.15M | Buy |
32,656
+888
| +3% | +$93.2K | 1.78% | 10 |
|
|
2015
Q1 | $3.33M | Buy |
31,768
+3,182
| +11% | +$340K | 1.96% | 9 |
|
|
2014
Q4 | $3.57M | Buy |
+28,586
| New | +$3.25M | 2.69% | 8 |
|
Other funds holding CVX
VCM
VPM
Valley National Advisers's CVX Position: Q1 2026 in Review
Valley National Advisers increased its Chevron (CVX) stake by 4.1% in Q1 2026, buying an estimated $15.9K and bringing the position to 2,224 shares worth $460K. The position accounts for 0.06% of the portfolio, ranked #180.
Valley National Advisers first reported a position in CVX in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.57M in Q4 2014. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Valley National Advisers held 2,224 shares of Chevron worth $460K as of Q1 2026.
- Valley National Advisers bought 87 Chevron shares in Q1 2026, an estimated $15.9K.
- Chevron made up 0.06% of Valley National Advisers's portfolio in Q1 2026, its #180 holding.
- Valley National Advisers first reported a position in Chevron in Q4 2014 and has held it in 46 quarters since.
- Valley National Advisers's Chevron position peaked at $3.57M in Q4 2014.
- 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.