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Chapin Davis’s Chevron CVX Stock Holding History

Chapin Davis’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
Q3 		$7.54M Buy
36,931
+448
+1% +$88.2K 1.45% 22
2026
Q2 		$6.05M Sell
36,483
-1,543
-4% -$287K 1.06% 25
2026
Q1 		$7.87M Buy
38,026
+257
+0.7% +$46.9K 1.75% 18
2025
Q4 		$5.76M Buy
37,769
+663
+2% +$101K 1.35% 20
2025
Q3 		$5.76M Sell
37,106
-385
-1% -$59.6K 1.41% 15
2025
Q2 		$5.37M Buy
37,491
+862
+2% +$122K 1.48% 19
2025
Q1 		$6.13M Buy
36,629
+4,877
+15% +$763K 2.09% 9
2024
Q4 		$4.68M Hold
31,752
– – 1.53% 13
2024
Q3 		$4.68M Buy
31,752
+1,491
+5% +$222K 1.51% 13
2024
Q2 		$4.73M Buy
30,261
+1,212
+4% +$193K 1.62% 13
2024
Q1 		$4.58M Buy
29,049
+2,270
+8% +$343K 1.67% 12
2023
Q4 		$3.99M Buy
26,779
+2,578
+11% +$390K 1.68% 11
2023
Q3 		$4.08M Buy
24,201
+2,883
+14% +$466K 1.95% 9
2023
Q2 		$3.35M Buy
21,318
+1,912
+10% +$307K 1.59% 9
2023
Q1 		$3.17M Buy
19,406
+3,202
+20% +$537K 1.64% 7
2022
Q4 		$2.91M Buy
+16,204
New +$2.83M 1.69% 8

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Chapin Davis's CVX Position: Q3 2026 in Review

Chapin Davis increased its Chevron (CVX) stake by 1.2% in Q3 2026, buying an estimated $88.2K and bringing the position to 36,931 shares worth $7.54M. The position accounts for 1.45% of the portfolio, ranked #22.

Chapin Davis first reported a position in CVX in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.87M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Chapin Davis held 36,931 shares of Chevron worth $7.54M as of Q3 2026.
  • Chapin Davis bought 448 Chevron shares in Q3 2026, an estimated $88.2K.
  • Chevron made up 1.45% of Chapin Davis's portfolio in Q3 2026, its #22 holding.
  • Chapin Davis first reported a position in Chevron in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Chevron position peaked at $7.87M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.