Vista Capital Partners’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 | $930K | Sell |
5,613
-1,501
| -21% | -$279K | 0.08% | 60 |
|
|
2026
Q1 | $1.47M | Buy |
7,114
+1,591
| +29% | +$290K | 0.15% | 37 |
|
|
2025
Q4 | $842K | Sell |
5,523
-756
| -12% | -$115K | 0.08% | 56 |
|
|
2025
Q3 | $975K | Buy |
6,279
+1,673
| +36% | +$259K | 0.1% | 42 |
|
|
2025
Q2 | $660K | Sell |
4,606
-1,332
| -22% | -$188K | 0.07% | 54 |
|
|
2025
Q1 | $993K | Buy |
5,938
+495
| +9% | +$77.5K | 0.12% | 29 |
|
|
2024
Q4 | $788K | Buy |
5,443
+2,815
| +107% | +$431K | 0.09% | 39 |
|
|
2024
Q3 | $387K | Sell |
2,628
-66
| -2% | -$9.82K | 0.04% | 69 |
|
|
2024
Q2 | $421K | Buy |
2,694
+106
| +4% | +$16.9K | 0.05% | 54 |
|
|
2024
Q1 | $408K | Sell |
2,588
-264
| -9% | -$39.8K | 0.05% | 55 |
|
|
2023
Q4 | $425K | Buy |
2,852
+71
| +3% | +$10.7K | 0.06% | 53 |
|
|
2023
Q3 | $469K | Sell |
2,781
-274
| -9% | -$44.3K | 0.07% | 44 |
|
|
2023
Q2 | $481K | Buy |
3,055
+5
| +0.2% | +$802 | 0.07% | 52 |
|
|
2023
Q1 | $498K | Buy |
3,050
+286
| +10% | +$47.9K | 0.07% | 49 |
|
|
2022
Q4 | $496K | Sell |
2,764
-16
| -0.6% | -$2.79K | 0.08% | 45 |
|
|
2022
Q3 | $399K | Sell |
2,780
-151
| -5% | -$23K | 0.07% | 44 |
|
|
2022
Q2 | $424K | Buy |
2,931
+100
| +4% | +$16.5K | 0.07% | 45 |
|
|
2022
Q1 | $461K | Buy |
+2,831
| New | +$406K | 0.06% | 49 |
|
|
2021
Q3 | – | Sell |
-2,199
| Closed | -$230K | – | 80 |
|
|
2021
Q2 | $230K | Buy |
2,199
+115
| +6% | +$12.1K | 0.03% | 65 |
|
|
2021
Q1 | $218K | Buy |
+2,084
| New | +$203K | 0.03% | 61 |
|
|
2020
Q1 | – | Sell |
-3,051
| Closed | -$367K | – | 53 |
|
|
2019
Q4 | $367K | Sell |
3,051
-247
| -7% | -$29.1K | 0.07% | 46 |
|
|
2019
Q3 | $391K | Buy |
3,298
+571
| +21% | +$69.3K | 0.08% | 44 |
|
|
2019
Q2 | $339K | Buy |
2,727
+318
| +13% | +$38.5K | 0.07% | 45 |
|
|
2019
Q1 | $296K | Buy |
2,409
+5
| +0.2% | +$592 | 0.06% | 41 |
|
|
2018
Q4 | $261K | Buy |
2,404
+684
| +40% | +$79.2K | 0.06% | 43 |
|
|
2018
Q3 | $210K | Sell |
1,720
-719
| -29% | -$87.2K | 0.04% | 54 |
|
|
2018
Q2 | $308K | Buy |
2,439
+232
| +11% | +$28.8K | 0.07% | 41 |
|
|
2018
Q1 | $252K | Sell |
2,207
-96
| -4% | -$11.5K | 0.06% | 44 |
|
|
2017
Q4 | $288K | Buy |
2,303
+52
| +2% | +$6.17K | 0.07% | 41 |
|
|
2017
Q3 | $264K | Sell |
2,251
-65
| -3% | -$7.09K | 0.06% | 42 |
|
|
2017
Q2 | $242K | Buy |
2,316
+4
| +0.2% | +$424 | 0.06% | 46 |
|
|
2017
Q1 | $248K | Sell |
2,312
-64
| -3% | -$7.18K | 0.06% | 44 |
|
|
2016
Q4 | $269K | Buy |
+2,376
| New | +$259K | 0.07% | 44 |
|
Other funds holding CVX
AACR
Vista Capital Partners's CVX Position: Q2 2026 in Review
Vista Capital Partners reduced its Chevron (CVX) stake by 21% in Q2 2026, selling an estimated $279K and leaving 5,613 shares worth $930K. The position accounts for 0.08% of the portfolio, ranked #60.
Vista Capital Partners first reported a position in CVX in Q4 2016 and has held it in 33 quarters since. The position peaked at $1.47M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Vista Capital Partners held 5,613 shares of Chevron worth $930K as of Q2 2026.
- Vista Capital Partners sold 1,501 Chevron shares in Q2 2026, an estimated $279K.
- Chevron made up 0.08% of Vista Capital Partners's portfolio in Q2 2026, its #60 holding.
- Vista Capital Partners first reported a position in Chevron in Q4 2016 and has held it in 33 quarters since.
- Vista Capital Partners's Chevron position peaked at $1.47M in Q1 2026.
- 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.