Berkeley 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
Q1 | $3.64M | Buy |
17,589
+9,095
| +107% | +$1.66M | 0.84% | 18 |
|
|
2025
Q4 | $1.29M | Buy |
8,494
+132
| +2% | +$20.1K | 0.3% | 63 |
|
|
2025
Q3 | $1.3M | Buy |
8,362
+369
| +5% | +$57.1K | 0.31% | 67 |
|
|
2025
Q2 | $1.14M | Sell |
7,993
-10,350
| -56% | -$1.46M | 0.29% | 77 |
|
|
2025
Q1 | $3.07M | Buy |
18,343
+586
| +3% | +$91.7K | 0.84% | 19 |
|
|
2024
Q4 | $2.57M | Buy |
17,757
+67
| +0.4% | +$10.3K | 0.71% | 19 |
|
|
2024
Q3 | $2.61M | Buy |
17,690
+2,459
| +16% | +$366K | 0.74% | 21 |
|
|
2024
Q2 | $2.38M | Buy |
15,231
+688
| +5% | +$110K | 0.72% | 21 |
|
|
2024
Q1 | $2.29M | Buy |
14,543
+792
| +6% | +$120K | 0.7% | 22 |
|
|
2023
Q4 | $2.05M | Sell |
13,751
-738
| -5% | -$112K | 0.68% | 20 |
|
|
2023
Q3 | $2.44M | Buy |
14,489
+156
| +1% | +$25.2K | 0.88% | 18 |
|
|
2023
Q2 | $2.26M | Buy |
14,333
+1,661
| +13% | +$266K | 0.8% | 20 |
|
|
2023
Q1 | $2.07M | Buy |
12,672
+232
| +2% | +$38.9K | 0.77% | 19 |
|
|
2022
Q4 | $2.23M | Buy |
12,440
+247
| +2% | +$43.1K | 0.86% | 19 |
|
|
2022
Q3 | $1.75M | Buy |
12,193
+889
| +8% | +$136K | 0.76% | 21 |
|
|
2022
Q2 | $1.64M | Buy |
11,304
+976
| +9% | +$161K | 0.68% | 21 |
|
|
2022
Q1 | $1.68M | Buy |
10,328
+2,879
| +39% | +$413K | 0.67% | 23 |
|
|
2021
Q4 | $874K | Buy |
7,449
+668
| +10% | +$75.9K | 0.36% | 41 |
|
|
2021
Q3 | $688K | Buy |
6,781
+3,918
| +137% | +$391K | 0.32% | 49 |
|
|
2021
Q2 | $300K | Buy |
2,863
+30
| +1% | +$3.17K | 0.13% | 99 |
|
|
2021
Q1 | $297K | Buy |
+2,833
| New | +$277K | 0.14% | 96 |
|
|
2020
Q3 | – | Sell |
-2,750
| Closed | -$245K | – | 107 |
|
|
2020
Q2 | $245K | Sell |
2,750
-2,879
| -51% | -$258K | 0.15% | 93 |
|
|
2020
Q1 | $408K | Sell |
5,629
-491
| -8% | -$48.5K | 0.28% | 77 |
|
|
2019
Q4 | $737K | Buy |
6,120
+562
| +10% | +$66.2K | 0.38% | 58 |
|
|
2019
Q3 | $659K | Sell |
5,558
-903
| -14% | -$110K | 0.35% | 63 |
|
|
2019
Q2 | $804K | Sell |
6,461
-318
| -5% | -$38.5K | 0.38% | 54 |
|
|
2019
Q1 | $835K | Sell |
6,779
-691
| -9% | -$81.8K | 0.41% | 52 |
|
|
2018
Q4 | $813K | Buy |
7,470
+4,667
| +167% | +$541K | 0.45% | 45 |
|
|
2018
Q3 | $343K | Buy |
2,803
+184
| +7% | +$22.3K | 0.19% | 93 |
|
|
2018
Q2 | $331K | Sell |
2,619
-200
| -7% | -$24.8K | 0.19% | 95 |
|
|
2018
Q1 | $321K | Sell |
2,819
-106
| -4% | -$12.7K | 0.19% | 99 |
|
|
2017
Q4 | $366K | Sell |
2,925
-9
| -0.3% | -$1.07K | 0.24% | 95 |
|
|
2017
Q3 | $345K | Buy |
2,934
+77
| +3% | +$8.4K | 0.23% | 98 |
|
|
2017
Q2 | $298K | Buy |
2,857
+52
| +2% | +$5.51K | 0.2% | 94 |
|
|
2017
Q1 | $301K | Sell |
2,805
-71
| -2% | -$7.96K | 0.2% | 95 |
|
|
2016
Q4 | $339K | Buy |
2,876
+330
| +13% | +$35.9K | 0.24% | 83 |
|
|
2016
Q3 | $262K | Sell |
2,546
-67
| -3% | -$6.84K | 0.19% | 93 |
|
|
2016
Q2 | $274K | Buy |
+2,613
| New | +$263K | 0.19% | 91 |
|
Other funds holding CVX
VCM
VPM
Berkeley Capital Partners's CVX Position: Q1 2026 in Review
Berkeley Capital Partners increased its Chevron (CVX) stake by 107% in Q1 2026, buying an estimated $1.66M and bringing the position to 17,589 shares worth $3.64M. The position accounts for 0.84% of the portfolio, ranked #18.
Berkeley Capital Partners first reported a position in CVX in Q2 2016 and has held it in 38 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Berkeley Capital Partners held 17,589 shares of Chevron worth $3.64M as of Q1 2026.
- Berkeley Capital Partners bought 9,095 Chevron shares in Q1 2026, an estimated $1.66M.
- Chevron made up 0.84% of Berkeley Capital Partners's portfolio in Q1 2026, its #18 holding.
- Berkeley Capital Partners first reported a position in Chevron in Q2 2016 and has held it in 38 quarters since.
- 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.