Aldebaran Financial’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 | $219K | Buy |
+1,057
| New | +$193K | 0.21% | 71 |
|
|
2024
Q1 | – | Sell |
-1,590
| Closed | -$237K | – | 64 |
|
|
2023
Q4 | $237K | Hold |
1,590
| – | – | 0.35% | 58 |
|
|
2023
Q3 | $268K | Hold |
1,590
| – | – | 0.42% | 55 |
|
|
2023
Q2 | $250K | Sell |
1,590
-73
| -4% | -$11.7K | 0.34% | 55 |
|
|
2023
Q1 | $271K | Sell |
1,663
-1,830
| -52% | -$307K | 0.35% | 59 |
|
|
2022
Q4 | $627K | Hold |
3,493
| – | – | 0.67% | 45 |
|
|
2022
Q3 | $523K | Sell |
3,493
-225
| -6% | -$34.3K | 0.57% | 48 |
|
|
2022
Q2 | $532K | Sell |
3,718
-270
| -7% | -$44.6K | 0.56% | 47 |
|
|
2022
Q1 | $649K | Buy |
3,988
+540
| +16% | +$77.4K | 0.5% | 48 |
|
|
2021
Q4 | $405K | Buy |
3,448
+200
| +6% | +$22.7K | 0.3% | 61 |
|
|
2021
Q3 | $330K | Sell |
3,248
-13
| -0.4% | -$1.3K | 0.27% | 63 |
|
|
2021
Q2 | $347K | Buy |
3,261
+113
| +4% | +$11.9K | 0.29% | 62 |
|
|
2021
Q1 | $330K | Buy |
3,148
+111
| +4% | +$10.8K | 0.29% | 62 |
|
|
2020
Q4 | $256K | Sell |
3,037
-1,552
| -34% | -$126K | 0.24% | 70 |
|
|
2020
Q3 | $330K | Sell |
4,589
-1,108
| -19% | -$93.2K | 0.34% | 58 |
|
|
2020
Q2 | $508K | Sell |
5,697
-4,054
| -42% | -$363K | 0.6% | 48 |
|
|
2020
Q1 | $707K | Buy |
9,751
+241
| +3% | +$23.8K | 0.69% | 55 |
|
|
2019
Q4 | $1.15M | Sell |
9,510
-4,447
| -32% | -$524K | 0.87% | 44 |
|
|
2019
Q3 | $1.62M | Sell |
13,957
-146
| -1% | -$17.7K | 1.08% | 34 |
|
|
2019
Q2 | $1.75M | Buy |
14,103
+4
| +0% | +$484 | 1.21% | 29 |
|
|
2019
Q1 | $1.74M | Sell |
14,099
-21
| -0.1% | -$2.48K | 1.22% | 28 |
|
|
2018
Q4 | $1.54M | Sell |
14,120
-347
| -2% | -$40.2K | 1.17% | 32 |
|
|
2018
Q3 | $1.77M | Sell |
14,467
-121
| -0.8% | -$14.7K | 1.15% | 33 |
|
|
2018
Q2 | $1.84M | Sell |
14,588
-749
| -5% | -$93K | 1.27% | 29 |
|
|
2018
Q1 | $1.75M | Sell |
15,337
-246
| -2% | -$29.4K | 1.17% | 34 |
|
|
2017
Q4 | $1.95M | Buy |
15,583
+28
| +0.2% | +$3.32K | 1.3% | 31 |
|
|
2017
Q3 | $1.83M | Sell |
15,555
-96
| -0.6% | -$10.5K | 1.26% | 30 |
|
|
2017
Q2 | $1.63M | Buy |
15,651
+1,203
| +8% | +$127K | 1.19% | 31 |
|
|
2017
Q1 | $1.55M | Sell |
14,448
-71
| -0.5% | -$7.96K | 1.18% | 31 |
|
|
2016
Q4 | $1.71M | Sell |
14,519
-1,434
| -9% | -$156K | 1.35% | 26 |
|
|
2016
Q3 | $1.64M | Sell |
15,953
-29
| -0.2% | -$2.96K | 1.3% | 29 |
|
|
2016
Q2 | $1.68M | Buy |
15,982
+2,783
| +21% | +$280K | 1.35% | 29 |
|
|
2016
Q1 | $1.26M | Sell |
13,199
-67
| -0.5% | -$5.86K | 1.1% | 31 |
|
|
2015
Q4 | $1.18M | Sell |
13,266
-105
| -0.8% | -$9.47K | 1.09% | 33 |
|
|
2015
Q3 | $1.06M | Sell |
13,371
-371
| -3% | -$31.2K | 1.01% | 35 |
|
|
2015
Q2 | $1.32M | Buy |
13,742
+316
| +2% | +$33.2K | 1.11% | 35 |
|
|
2015
Q1 | $1.41M | Buy |
13,426
+844
| +7% | +$90.1K | 1.21% | 32 |
|
|
2014
Q4 | $1.41M | Sell |
12,582
-1,066
| -8% | -$121K | 1.24% | 29 |
|
|
2014
Q3 | $1.63M | Sell |
13,648
-1,649
| -11% | -$210K | 1.46% | 25 |
|
|
2014
Q2 | $1.97M | Sell |
15,297
-699
| -4% | -$87K | 1.55% | 19 |
|
|
2014
Q1 | $1.9M | Sell |
15,996
-816
| -5% | -$94.9K | 1.66% | 13 |
|
|
2013
Q4 | $2.1M | Buy |
+16,812
| New | +$2.03M | 2% | 10 |
|
Other funds holding CVX
VCM
VPM
Aldebaran Financial's CVX Position: Q1 2026 in Review
Aldebaran Financial opened a new position in Chevron (CVX) in Q1 2026: 1,057 shares worth $219K. The stake represents 0.21% of the portfolio and ranks #71 among its holdings. This is a return to the name: Aldebaran Financial previously reported a position in CVX as recently as Q4 2023.
Aldebaran Financial first reported a position in CVX in Q4 2013 and has held it in 42 quarters since. The position peaked at $2.1M in Q4 2013. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Aldebaran Financial held 1,057 shares of Chevron worth $219K as of Q1 2026.
- Chevron was a new Aldebaran Financial position in Q1 2026.
- Chevron made up 0.21% of Aldebaran Financial's portfolio in Q1 2026, its #71 holding.
- Aldebaran Financial first reported a position in Chevron in Q4 2013 and has held it in 42 quarters since.
- Aldebaran Financial's Chevron position peaked at $2.1M in Q4 2013.
- 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.