Wealthcare Advisory 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 | $5.13M | Sell |
30,920
-4,188
| -12% | -$779K | 0.1% | 178 |
|
|
2026
Q1 | $7.26M | Buy |
35,108
+2,169
| +7% | +$396K | 0.14% | 135 |
|
|
2025
Q4 | $5.02M | Sell |
32,939
-2,092
| -6% | -$319K | 0.1% | 182 |
|
|
2025
Q3 | $5.44M | Buy |
35,031
+738
| +2% | +$114K | 0.11% | 159 |
|
|
2025
Q2 | $4.91M | Buy |
34,293
+5,990
| +21% | +$844K | 0.11% | 156 |
|
|
2025
Q1 | $4.73M | Buy |
28,303
+1,644
| +6% | +$257K | 0.13% | 145 |
|
|
2024
Q4 | $3.86M | Buy |
26,659
+1,966
| +8% | +$301K | 0.11% | 162 |
|
|
2024
Q3 | $3.64M | Sell |
24,693
-457
| -2% | -$68K | 0.1% | 172 |
|
|
2024
Q2 | $3.93M | Buy |
25,150
+801
| +3% | +$128K | 0.12% | 139 |
|
|
2024
Q1 | $3.84M | Buy |
24,349
+1,736
| +8% | +$262K | 0.13% | 136 |
|
|
2023
Q4 | $3.37M | Sell |
22,613
-155
| -0.7% | -$23.4K | 0.13% | 129 |
|
|
2023
Q3 | $3.84M | Sell |
22,768
-565
| -2% | -$91.3K | 0.18% | 100 |
|
|
2023
Q2 | $3.67M | Sell |
23,333
-3,434
| -13% | -$551K | 0.16% | 107 |
|
|
2023
Q1 | $4.37M | Sell |
26,767
-1,165
| -4% | -$195K | 0.19% | 94 |
|
|
2022
Q4 | $5.01M | Buy |
27,932
+1,412
| +5% | +$246K | 0.24% | 82 |
|
|
2022
Q3 | $3.81M | Buy |
26,520
+2,110
| +9% | +$322K | 0.22% | 86 |
|
|
2022
Q2 | $3.53M | Buy |
24,410
+3,153
| +15% | +$521K | 0.21% | 76 |
|
|
2022
Q1 | $3.46M | Buy |
21,257
+453
| +2% | +$65K | 0.21% | 61 |
|
|
2021
Q4 | $2.44M | Buy |
20,804
+2,416
| +13% | +$274K | 0.15% | 89 |
|
|
2021
Q3 | $1.86M | Buy |
18,388
+4,351
| +31% | +$434K | 0.12% | 113 |
|
|
2021
Q2 | $1.47M | Sell |
14,037
-291
| -2% | -$30.7K | 0.1% | 138 |
|
|
2021
Q1 | $1.5M | Buy |
14,328
+3,268
| +30% | +$319K | 0.11% | 116 |
|
|
2020
Q4 | $934K | Sell |
11,060
-2,004
| -15% | -$162K | 0.08% | 160 |
|
|
2020
Q3 | $941K | Buy |
13,064
+78
| +0.6% | +$6.56K | 0.1% | 129 |
|
|
2020
Q2 | $1.16M | Sell |
12,986
-358
| -3% | -$32.1K | 0.14% | 88 |
|
|
2020
Q1 | $967K | Buy |
13,344
+474
| +4% | +$46.8K | 0.14% | 92 |
|
|
2019
Q4 | $1.55M | Buy |
12,870
+98
| +0.8% | +$11.5K | 0.2% | 68 |
|
|
2019
Q3 | $1.51M | Buy |
12,772
+108
| +0.9% | +$13.1K | 0.22% | 62 |
|
|
2019
Q2 | $1.58M | Sell |
12,664
-698
| -5% | -$84.4K | 0.25% | 59 |
|
|
2019
Q1 | $1.65M | Sell |
13,362
-247
| -2% | -$29.2K | 0.28% | 52 |
|
|
2018
Q4 | $1.48M | Sell |
13,609
-292
| -2% | -$33.8K | 0.29% | 51 |
|
|
2018
Q3 | $1.7M | Sell |
13,901
-45
| -0.3% | -$5.46K | 0.31% | 44 |
|
|
2018
Q2 | $1.76M | Buy |
13,946
+450
| +3% | +$55.9K | 0.35% | 42 |
|
|
2018
Q1 | $1.54M | Sell |
13,496
-581
| -4% | -$69.5K | 0.35% | 45 |
|
|
2017
Q4 | $1.76M | Buy |
14,077
+1,375
| +11% | +$163K | 0.45% | 31 |
|
|
2017
Q3 | $1.49M | Buy |
+12,702
| New | +$1.39M | 0.44% | 31 |
|
Other funds holding CVX
AACR
Wealthcare Advisory Partners's CVX Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $779K and leaving 30,920 shares worth $5.13M. The position accounts for 0.1% of the portfolio, ranked #178.
Wealthcare Advisory Partners first reported a position in CVX in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.26M in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Wealthcare Advisory Partners held 30,920 shares of Chevron worth $5.13M as of Q2 2026.
- Wealthcare Advisory Partners sold 4,188 Chevron shares in Q2 2026, an estimated $779K.
- Chevron made up 0.1% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #178 holding.
- Wealthcare Advisory Partners first reported a position in Chevron in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's Chevron position peaked at $7.26M in Q1 2026.
- 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.