Valmark 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
Q2 | $2.85M | Buy |
17,164
+67
| +0.4% | +$12.5K | 0.03% | 219 |
|
|
2026
Q1 | $3.54M | Sell |
17,097
-240
| -1% | -$43.8K | 0.04% | 174 |
|
|
2025
Q4 | $2.64M | Buy |
17,337
+48
| +0.3% | +$7.31K | 0.03% | 204 |
|
|
2025
Q3 | $2.68M | Buy |
17,289
+1,530
| +10% | +$237K | 0.03% | 189 |
|
|
2025
Q2 | $2.26M | Buy |
15,759
+663
| +4% | +$93.5K | 0.03% | 208 |
|
|
2025
Q1 | $2.53M | Sell |
15,096
-1,313
| -8% | -$206K | 0.04% | 175 |
|
|
2024
Q4 | $2.38M | Sell |
16,409
-575
| -3% | -$88K | 0.04% | 179 |
|
|
2024
Q3 | $2.5M | Buy |
16,984
+2,163
| +15% | +$322K | 0.04% | 166 |
|
|
2024
Q2 | $2.32M | Buy |
14,821
+1,072
| +8% | +$171K | 0.04% | 161 |
|
|
2024
Q1 | $2.17M | Buy |
13,749
+519
| +4% | +$78.3K | 0.04% | 164 |
|
|
2023
Q4 | $1.97M | Sell |
13,230
-3,118
| -19% | -$472K | 0.04% | 167 |
|
|
2023
Q3 | $2.76M | Buy |
16,348
+419
| +3% | +$67.7K | 0.06% | 116 |
|
|
2023
Q2 | $2.51M | Sell |
15,929
-153
| -1% | -$24.5K | 0.05% | 124 |
|
|
2023
Q1 | $2.62M | Buy |
16,082
+761
| +5% | +$128K | 0.06% | 119 |
|
|
2022
Q4 | $2.75M | Buy |
15,321
+5,204
| +51% | +$908K | 0.06% | 115 |
|
|
2022
Q3 | $1.45M | Sell |
10,117
-59
| -0.6% | -$9K | 0.03% | 148 |
|
|
2022
Q2 | $1.47M | Buy |
10,176
+457
| +5% | +$75.5K | 0.03% | 149 |
|
|
2022
Q1 | $1.58M | Buy |
9,719
+524
| +6% | +$75.1K | 0.03% | 148 |
|
|
2021
Q4 | $1.08M | Buy |
9,195
+1,689
| +23% | +$192K | 0.02% | 188 |
|
|
2021
Q3 | $761K | Sell |
7,506
-78
| -1% | -$7.78K | 0.01% | 228 |
|
|
2021
Q2 | $794K | Sell |
7,584
-275
| -3% | -$29K | 0.01% | 222 |
|
|
2021
Q1 | $824K | Buy |
7,859
+670
| +9% | +$65.4K | 0.02% | 207 |
|
|
2020
Q4 | $607K | Buy |
7,189
+2,533
| +54% | +$205K | 0.01% | 232 |
|
|
2020
Q3 | $335K | Sell |
4,656
-18
| -0.4% | -$1.51K | 0.01% | 221 |
|
|
2020
Q2 | $417K | Buy |
4,674
+937
| +25% | +$83.9K | 0.01% | 183 |
|
|
2020
Q1 | $271K | Buy |
3,737
+769
| +26% | +$76K | 0.01% | 189 |
|
|
2019
Q4 | $358K | Sell |
2,968
-1,660
| -36% | -$196K | 0.01% | 175 |
|
|
2019
Q3 | $549K | Buy |
4,628
+503
| +12% | +$61.1K | 0.01% | 148 |
|
|
2019
Q2 | $513K | Buy |
4,125
+64
| +2% | +$7.74K | 0.01% | 141 |
|
|
2019
Q1 | $500K | Sell |
4,061
-1,370
| -25% | -$162K | 0.01% | 138 |
|
|
2018
Q4 | $591K | Buy |
5,431
+951
| +21% | +$110K | 0.01% | 116 |
|
|
2018
Q3 | $548K | Buy |
4,480
+375
| +9% | +$45.5K | 0.01% | 122 |
|
|
2018
Q2 | $519K | Buy |
4,105
+695
| +20% | +$86.3K | 0.01% | 118 |
|
|
2018
Q1 | $389K | Buy |
3,410
+89
| +3% | +$10.6K | 0.01% | 125 |
|
|
2017
Q4 | $416K | Buy |
+3,321
| New | +$394K | 0.01% | 123 |
|
Other funds holding CVX
AACR
Valmark Advisers's CVX Position: Q2 2026 in Review
Valmark Advisers increased its Chevron (CVX) stake by 0.39% in Q2 2026, buying an estimated $12.5K and bringing the position to 17,164 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #219.
Valmark Advisers first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.54M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Valmark Advisers held 17,164 shares of Chevron worth $2.85M as of Q2 2026.
- Valmark Advisers bought 67 Chevron shares in Q2 2026, an estimated $12.5K.
- Chevron made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #219 holding.
- Valmark Advisers first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's Chevron position peaked at $3.54M in Q1 2026.
- 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.