Bourgeon Capital 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 | $3.21M | Buy |
15,499
+1,102
| +8% | +$201K | 0.55% | 46 |
|
|
2025
Q4 | $2.19M | Buy |
14,397
+630
| +5% | +$96K | 0.36% | 50 |
|
|
2025
Q3 | $2.14M | Sell |
13,767
-74
| -0.5% | -$11.5K | 0.39% | 48 |
|
|
2025
Q2 | $1.98M | Buy |
13,841
+1,097
| +9% | +$155K | 0.39% | 50 |
|
|
2025
Q1 | $2.13M | Buy |
12,744
+875
| +7% | +$137K | 0.46% | 52 |
|
|
2024
Q4 | $1.72M | Sell |
11,869
-73
| -0.6% | -$11.2K | 0.32% | 53 |
|
|
2024
Q3 | $1.76M | Sell |
11,942
-621
| -5% | -$92.4K | 0.34% | 53 |
|
|
2024
Q2 | $1.97M | Buy |
12,563
+650
| +5% | +$104K | 0.39% | 57 |
|
|
2024
Q1 | $1.88M | Sell |
11,913
-514
| -4% | -$77.6K | 0.37% | 54 |
|
|
2023
Q4 | $1.85M | Buy |
12,427
+2,477
| +25% | +$375K | 0.41% | 52 |
|
|
2023
Q3 | $1.68M | Sell |
9,950
-200
| -2% | -$32.3K | 0.39% | 56 |
|
|
2023
Q2 | $1.6M | Buy |
10,150
+199
| +2% | +$31.9K | 0.37% | 56 |
|
|
2023
Q1 | $1.62M | Buy |
9,951
+115
| +1% | +$19.3K | 0.39% | 54 |
|
|
2022
Q4 | $1.77M | Buy |
9,836
+51
| +0.5% | +$8.9K | 0.43% | 49 |
|
|
2022
Q3 | $1.41M | Buy |
9,785
+357
| +4% | +$54.4K | 0.39% | 49 |
|
|
2022
Q2 | $1.36M | Buy |
9,428
+615
| +7% | +$102K | 0.36% | 52 |
|
|
2022
Q1 | $1.44M | Sell |
8,813
-420
| -5% | -$60.2K | 0.32% | 51 |
|
|
2021
Q4 | $1.08M | Buy |
9,233
+287
| +3% | +$32.6K | 0.22% | 60 |
|
|
2021
Q3 | $908K | Buy |
8,946
+121
| +1% | +$12.1K | 0.19% | 64 |
|
|
2021
Q2 | $924K | Buy |
8,825
+535
| +6% | +$56.5K | 0.2% | 71 |
|
|
2021
Q1 | $869K | Buy |
8,290
+60
| +0.7% | +$5.86K | 0.19% | 71 |
|
|
2020
Q4 | $695K | Sell |
8,230
-25,833
| -76% | -$2.09M | 0.17% | 70 |
|
|
2020
Q3 | $2.45M | Sell |
34,063
-3,423
| -9% | -$288K | 0.74% | 38 |
|
|
2020
Q2 | $3.35M | Buy |
37,486
+10,305
| +38% | +$923K | 1.19% | 33 |
|
|
2020
Q1 | $1.97M | Buy |
27,181
+4,233
| +18% | +$418K | 1.02% | 32 |
|
|
2019
Q4 | $2.77M | Buy |
22,948
+3,645
| +19% | +$429K | 1.31% | 33 |
|
|
2019
Q3 | $2.29M | Sell |
19,303
-30
| -0.2% | -$3.64K | 1.24% | 30 |
|
|
2019
Q2 | $2.41M | Buy |
19,333
+1,500
| +8% | +$181K | 1.4% | 30 |
|
|
2019
Q1 | $2.2M | Buy |
17,833
+20
| +0.1% | +$2.37K | 1.29% | 31 |
|
|
2018
Q4 | $1.94M | Buy |
17,813
+200
| +1% | +$23.2K | 1.27% | 32 |
|
|
2018
Q3 | $2.15M | Sell |
17,613
-517
| -3% | -$62.7K | 1.11% | 33 |
|
|
2018
Q2 | $2.29M | Buy |
+18,130
| New | +$2.25M | 1.23% | 32 |
|
|
2018
Q1 | – | Sell |
-1,646
| Closed | -$206K | – | 76 |
|
|
2017
Q4 | $206K | Buy |
+1,646
| New | +$195K | 0.11% | 79 |
|
Other funds holding CVX
VCM
VPM
Bourgeon Capital Management's CVX Position: Q1 2026 in Review
Bourgeon Capital Management increased its Chevron (CVX) stake by 7.7% in Q1 2026, buying an estimated $201K and bringing the position to 15,499 shares worth $3.21M. The position accounts for 0.55% of the portfolio, ranked #46.
Bourgeon Capital Management first reported a position in CVX in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.35M in Q2 2020. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Bourgeon Capital Management held 15,499 shares of Chevron worth $3.21M as of Q1 2026.
- Bourgeon Capital Management bought 1,102 Chevron shares in Q1 2026, an estimated $201K.
- Chevron made up 0.55% of Bourgeon Capital Management's portfolio in Q1 2026, its #46 holding.
- Bourgeon Capital Management first reported a position in Chevron in Q4 2017 and has held it in 33 quarters since.
- Bourgeon Capital Management's Chevron position peaked at $3.35M in Q2 2020.
- 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.