Vestmark Advisory Solutions’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 | $15.5M | Sell |
93,502
-2,575
| -3% | -$479K | 0.15% | 153 |
|
|
2026
Q1 | $19.9M | Buy |
96,077
+18,265
| +23% | +$3.33M | 0.22% | 100 |
|
|
2025
Q4 | $11.9M | Sell |
77,812
-6,636
| -8% | -$1.01M | 0.16% | 127 |
|
|
2025
Q3 | $13.1M | Buy |
84,448
+48,602
| +136% | +$7.53M | 0.25% | 93 |
|
|
2025
Q2 | $5.13M | Sell |
35,846
-27,903
| -44% | -$3.93M | 0.07% | 195 |
|
|
2025
Q1 | $10.7M | Buy |
63,749
+32,146
| +102% | +$5.03M | 0.27% | 81 |
|
|
2024
Q4 | $4.58M | Buy |
31,603
+3,421
| +12% | +$524K | 0.16% | 139 |
|
|
2024
Q3 | $4.15M | Sell |
28,182
-3,149
| -10% | -$469K | 0.15% | 138 |
|
|
2024
Q2 | $4.9M | Sell |
31,331
-5,987
| -16% | -$955K | 0.2% | 107 |
|
|
2024
Q1 | $5.89M | Sell |
37,318
-736
| -2% | -$111K | 0.25% | 87 |
|
|
2023
Q4 | $5.68M | Buy |
38,054
+777
| +2% | +$118K | 0.29% | 77 |
|
|
2023
Q3 | $6.29M | Sell |
37,277
-75,754
| -67% | -$12.2M | 0.46% | 40 |
|
|
2023
Q2 | $17.8M | Buy |
113,031
+901
| +0.8% | +$144K | 0.68% | 25 |
|
|
2023
Q1 | $18.3M | Buy |
112,130
+141
| +0.1% | +$23.6K | 0.79% | 19 |
|
|
2022
Q4 | $20.1M | Sell |
111,989
-2,064
| -2% | -$360K | 0.98% | 8 |
|
|
2022
Q3 | $16.4M | Buy |
114,053
+12,222
| +12% | +$1.86M | 0.91% | 11 |
|
|
2022
Q2 | $14.7M | Buy |
101,831
+12,870
| +14% | +$2.13M | 0.84% | 15 |
|
|
2022
Q1 | $14.5M | Sell |
88,961
-1,464
| -2% | -$210K | 0.82% | 16 |
|
|
2021
Q4 | $10.6M | Buy |
90,425
+7,001
| +8% | +$795K | 0.6% | 27 |
|
|
2021
Q3 | $8.46M | Buy |
83,424
+6,124
| +8% | +$611K | 0.57% | 26 |
|
|
2021
Q2 | $8.1M | Buy |
77,300
+3,457
| +5% | +$365K | 0.58% | 25 |
|
|
2021
Q1 | $7.74M | Buy |
73,843
+3,709
| +5% | +$362K | 0.69% | 22 |
|
|
2020
Q4 | $5.92M | Buy |
70,134
+4,094
| +6% | +$331K | 0.66% | 25 |
|
|
2020
Q3 | $4.75M | Buy |
66,040
+1,154
| +2% | +$97.1K | 0.64% | 27 |
|
|
2020
Q2 | $5.79M | Buy |
64,886
+4,605
| +8% | +$412K | 0.9% | 17 |
|
|
2020
Q1 | $4.37M | Buy |
60,281
+11,895
| +25% | +$1.18M | 0.85% | 21 |
|
|
2019
Q4 | $5.83M | Buy |
48,386
+3,619
| +8% | +$426K | 1.2% | 15 |
|
|
2019
Q3 | $5.31M | Buy |
44,767
+2,025
| +5% | +$246K | 0.86% | 17 |
|
|
2019
Q2 | $5.32M | Sell |
42,742
-3,515
| -8% | -$425K | 0.91% | 15 |
|
|
2019
Q1 | $5.7M | Buy |
+46,257
| New | +$5.47M | 1.02% | 11 |
|
Other funds holding CVX
Vestmark Advisory Solutions's CVX Position: Q2 2026 in Review
Vestmark Advisory Solutions reduced its Chevron (CVX) stake by 2.7% in Q2 2026, selling an estimated $479K and leaving 93,502 shares worth $15.5M. The position accounts for 0.15% of the portfolio, ranked #153.
Vestmark Advisory Solutions first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $20.1M in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Vestmark Advisory Solutions held 93,502 shares of Chevron worth $15.5M as of Q2 2026.
- Vestmark Advisory Solutions sold 2,575 Chevron shares in Q2 2026, an estimated $479K.
- Chevron made up 0.15% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #153 holding.
- Vestmark Advisory Solutions first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
- Vestmark Advisory Solutions's Chevron position peaked at $20.1M in Q4 2022.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.