Calton & Associates’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 | $2.82M | Buy |
13,611
+484
| +4% | +$88.3K | 0.4% | 60 |
|
|
2025
Q4 | $2M | Buy |
13,127
+486
| +4% | +$74K | 0.29% | 71 |
|
|
2025
Q3 | $1.96M | Sell |
12,641
-5,609
| -31% | -$869K | 0.29% | 71 |
|
|
2025
Q2 | $2.61M | Buy |
18,250
+9,009
| +97% | +$1.27M | 0.45% | 51 |
|
|
2025
Q1 | $1.55M | Buy |
+9,241
| New | +$1.45M | 0.35% | 58 |
|
|
2024
Q4 | – | Sell |
-13,359
| Closed | -$1.97M | – | 212 |
|
|
2024
Q3 | $1.97M | Buy |
13,359
+5,403
| +68% | +$804K | 0.75% | 33 |
|
|
2024
Q2 | $1.24M | Sell |
7,956
-1,051
| -12% | -$168K | 0.62% | 39 |
|
|
2024
Q1 | $1.42M | Sell |
9,007
-2,741
| -23% | -$414K | 0.69% | 33 |
|
|
2023
Q4 | $1.75M | Buy |
11,748
+9,983
| +566% | +$1.51M | 0.71% | 34 |
|
|
2023
Q3 | $298K | Sell |
1,765
-6,489
| -79% | -$1.05M | 0.44% | 61 |
|
|
2023
Q2 | $1.3M | Sell |
8,254
-344
| -4% | -$55.2K | 0.61% | 44 |
|
|
2023
Q1 | $1.4M | Sell |
8,598
-1,279
| -13% | -$214K | 0.65% | 43 |
|
|
2022
Q4 | $1.77M | Buy |
9,877
+821
| +9% | +$143K | 0.69% | 37 |
|
|
2022
Q3 | $1.3M | Buy |
9,056
+114
| +1% | +$17.4K | 0.75% | 38 |
|
|
2022
Q2 | $1.29M | Sell |
8,942
-8,216
| -48% | -$1.36M | 0.72% | 37 |
|
|
2022
Q1 | $1.98M | Buy |
17,158
+5,734
| +50% | +$822K | 0.59% | 41 |
|
|
2021
Q4 | $1.34M | Sell |
11,424
-6,081
| -35% | -$691K | 0.36% | 66 |
|
|
2021
Q3 | $1.27M | Buy |
17,505
+4,368
| +33% | +$436K | 0.28% | 89 |
|
|
2021
Q2 | $1.38M | Buy |
13,137
+393
| +3% | +$41.5K | 0.26% | 81 |
|
|
2021
Q1 | $1.34M | Buy |
12,744
+513
| +4% | +$50.1K | 0.26% | 76 |
|
|
2020
Q4 | $1.03M | Sell |
12,231
-1,112
| -8% | -$90K | 0.18% | 99 |
|
|
2020
Q3 | $961K | Sell |
13,343
-3,626
| -21% | -$305K | 0.2% | 92 |
|
|
2020
Q2 | $1.51M | Buy |
16,969
+451
| +3% | +$40.4K | 0.33% | 64 |
|
|
2020
Q1 | $1.2M | Sell |
16,518
-564
| -3% | -$55.7K | 0.3% | 64 |
|
|
2019
Q4 | $2.06M | Buy |
17,082
+638
| +4% | +$75.1K | 0.41% | 55 |
|
|
2019
Q3 | $1.95M | Sell |
16,444
-422
| -3% | -$51.3K | 0.43% | 47 |
|
|
2019
Q2 | $2.1M | Buy |
16,866
+3,839
| +29% | +$464K | 0.59% | 30 |
|
|
2019
Q1 | $1.6M | Buy |
13,027
+5,935
| +84% | +$702K | 0.49% | 38 |
|
|
2018
Q4 | $772K | Buy |
7,092
+89
| +1% | +$10.3K | 0.28% | 73 |
|
|
2018
Q3 | $856K | Sell |
7,003
-1,010
| -13% | -$123K | 0.25% | 68 |
|
|
2018
Q2 | $993K | Sell |
8,013
-3,349
| -29% | -$416K | 0.29% | 61 |
|
|
2018
Q1 | $1.3M | Sell |
11,362
-2,225
| -16% | -$266K | 0.38% | 49 |
|
|
2017
Q4 | $1.78M | Buy |
+13,587
| New | +$1.61M | 0.45% | 35 |
|
Other funds holding CVX
VCM
VPM
Calton & Associates's CVX Position: Q1 2026 in Review
Calton & Associates increased its Chevron (CVX) stake by 3.7% in Q1 2026, buying an estimated $88.3K and bringing the position to 13,611 shares worth $2.82M. The position accounts for 0.4% of the portfolio, ranked #60.
Calton & Associates first reported a position in CVX in Q4 2017 and has held it in 33 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Calton & Associates held 13,611 shares of Chevron worth $2.82M as of Q1 2026.
- Calton & Associates bought 484 Chevron shares in Q1 2026, an estimated $88.3K.
- Chevron made up 0.4% of Calton & Associates's portfolio in Q1 2026, its #60 holding.
- Calton & Associates first reported a position in Chevron in Q4 2017 and has held it in 33 quarters since.
- 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.