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Caldwell Sutter Capital’s Chevron CVX Stock Holding History

Caldwell Sutter Capital’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.48M Sell
16,812
-137
-0.8% -$25K 1.41% 11
2025
Q4 		$2.58M Sell
16,949
-58
-0.3% -$8.83K 1.1% 18
2025
Q3 		$2.64M Sell
17,007
-155
-0.9% -$24K 1.13% 16
2025
Q2 		$2.46M Sell
17,162
-1,506
-8% -$212K 1.13% 17
2025
Q1 		$3.12M Sell
18,668
-1,772
-9% -$277K 1.49% 8
2024
Q4 		$2.96M Buy
20,440
+1,009
+5% +$154K 1.38% 9
2024
Q3 		$2.86M Sell
19,431
-900
-4% -$134K 1.33% 11
2024
Q2 		$3.18M Sell
20,331
-274
-1% -$43.7K 1.57% 8
2024
Q1 		$3.25M Buy
20,605
+141
+0.7% +$21.3K 1.56% 7
2023
Q4 		$3.05M Sell
20,464
-329
-2% -$49.8K 1.55% 8
2023
Q3 		$3.51M Sell
20,793
-680
-3% -$110K 1.94% 4
2023
Q2 		$3.38M Buy
21,473
+9,859
+85% +$1.58M 1.77% 6
2023
Q1 		$1.89M Buy
11,614
+1,863
+19% +$312K 1.38% 17
2022
Q4 		$1.75M Buy
+9,751
New +$1.7M 1.54% 19

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Caldwell Sutter Capital's CVX Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Chevron (CVX) stake by 0.81% in Q1 2026, selling an estimated $25K and leaving 16,812 shares worth $3.48M. The position accounts for 1.41% of the portfolio, ranked #11.

Caldwell Sutter Capital first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.51M in Q3 2023. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Caldwell Sutter Capital held 16,812 shares of Chevron worth $3.48M as of Q1 2026.
  • Caldwell Sutter Capital sold 137 Chevron shares in Q1 2026, an estimated $25K.
  • Chevron made up 1.41% of Caldwell Sutter Capital's portfolio in Q1 2026, its #11 holding.
  • Caldwell Sutter Capital first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Chevron position peaked at $3.51M in Q3 2023.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.