Vista Investment Management’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 | $1.29M | Sell |
6,212
-256
| -4% | -$46.7K | 0.43% | 72 |
|
|
2025
Q4 | $986K | Buy |
6,468
+92
| +1% | +$14K | 0.33% | 85 |
|
|
2025
Q3 | $990K | Sell |
6,376
-479
| -7% | -$74.2K | 0.35% | 85 |
|
|
2025
Q2 | $982K | Sell |
6,855
-328
| -5% | -$46.2K | 0.36% | 77 |
|
|
2025
Q1 | $1.2M | Sell |
7,183
-645
| -8% | -$101K | 0.47% | 65 |
|
|
2024
Q4 | $1.13M | Sell |
7,828
-394
| -5% | -$60.3K | 0.43% | 69 |
|
|
2024
Q3 | $1.21M | Buy |
8,222
+82
| +1% | +$12.2K | 0.46% | 68 |
|
|
2024
Q2 | $1.27M | Buy |
8,140
+270
| +3% | +$43.1K | 0.52% | 64 |
|
|
2024
Q1 | $1.24M | Buy |
7,870
+137
| +2% | +$20.7K | 0.51% | 61 |
|
|
2023
Q4 | $1.15M | Buy |
7,733
+993
| +15% | +$150K | 0.54% | 60 |
|
|
2023
Q3 | $1.14M | Buy |
6,740
+314
| +5% | +$50.7K | 0.6% | 56 |
|
|
2023
Q2 | $1.01M | Buy |
6,426
+412
| +7% | +$66.1K | 0.51% | 62 |
|
|
2023
Q1 | $981K | Buy |
6,014
+1,245
| +26% | +$209K | 0.52% | 65 |
|
|
2022
Q4 | $856K | Buy |
4,769
+274
| +6% | +$47.8K | 0.49% | 70 |
|
|
2022
Q3 | $646K | Buy |
4,495
+451
| +11% | +$68.8K | 0.4% | 84 |
|
|
2022
Q2 | $585K | Sell |
4,044
-54
| -1% | -$8.93K | 0.35% | 89 |
|
|
2022
Q1 | $667K | Sell |
4,098
-16
| -0.4% | -$2.29K | 0.37% | 88 |
|
|
2021
Q4 | $483K | Buy |
4,114
+3
| +0.1% | +$341 | 0.26% | 98 |
|
|
2021
Q3 | $417K | Buy |
4,111
+148
| +4% | +$14.8K | 0.24% | 103 |
|
|
2021
Q2 | $415K | Sell |
3,963
-145
| -4% | -$15.3K | 0.24% | 106 |
|
|
2021
Q1 | $430K | Sell |
4,108
-9
| -0.2% | -$879 | 0.27% | 103 |
|
|
2020
Q4 | $348K | Buy |
4,117
+252
| +7% | +$20.4K | 0.23% | 107 |
|
|
2020
Q3 | $278K | Sell |
3,865
-195
| -5% | -$16.4K | 0.21% | 116 |
|
|
2020
Q2 | $362K | Buy |
4,060
+12
| +0.3% | +$1.07K | 0.31% | 95 |
|
|
2020
Q1 | $293K | Buy |
4,048
+217
| +6% | +$21.4K | 0.3% | 96 |
|
|
2019
Q4 | $462K | Buy |
3,831
+33
| +0.9% | +$3.89K | 0.35% | 93 |
|
|
2019
Q3 | $450K | Buy |
3,798
+124
| +3% | +$15.1K | 0.37% | 90 |
|
|
2019
Q2 | $457K | Buy |
3,674
+48
| +1% | +$5.8K | 0.39% | 88 |
|
|
2019
Q1 | $447K | Buy |
3,626
+744
| +26% | +$88K | 0.39% | 88 |
|
|
2018
Q4 | $314K | Buy |
2,882
+107
| +4% | +$12.4K | 0.32% | 99 |
|
|
2018
Q3 | $339K | Buy |
2,775
+145
| +6% | +$17.6K | 0.3% | 104 |
|
|
2018
Q2 | $333K | Sell |
2,630
-50
| -2% | -$6.21K | 0.33% | 101 |
|
|
2018
Q1 | $306K | Sell |
2,680
-75
| -3% | -$8.97K | 0.32% | 102 |
|
|
2017
Q4 | $345K | Buy |
+2,755
| New | +$327K | 0.36% | 93 |
|
Other funds holding CVX
VCM
VPM
Vista Investment Management's CVX Position: Q1 2026 in Review
Vista Investment Management reduced its Chevron (CVX) stake by 4% in Q1 2026, selling an estimated $46.7K and leaving 6,212 shares worth $1.29M. The position accounts for 0.43% of the portfolio, ranked #72.
Vista Investment Management first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. 4,264 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Vista Investment Management held 6,212 shares of Chevron worth $1.29M as of Q1 2026.
- Vista Investment Management sold 256 Chevron shares in Q1 2026, an estimated $46.7K.
- Chevron made up 0.43% of Vista Investment Management's portfolio in Q1 2026, its #72 holding.
- Vista Investment Management first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
- 4,264 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.