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Chapman Investment Management’s Chevron CVX Stock Holding History

Chapman Investment Management’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
Q2 		– Sell
-1,722
Closed -$321K – 36
2026
Q1 		$356K Hold
1,722
– – 0.29% 25
2025
Q4 		$262K Hold
1,722
– – 0.19% 26
2025
Q3 		$267K Sell
1,722
-311
-15% -$48.2K 0.19% 26
2025
Q2 		$291K Sell
2,033
-225
-10% -$31.7K 0.2% 26
2025
Q1 		$378K Sell
2,258
-2,392
-51% -$374K 0.28% 27
2024
Q4 		$674K Sell
4,650
-74
-2% -$11.3K 0.5% 26
2024
Q3 		$696K Sell
4,724
-227
-5% -$33.8K 0.51% 27
2024
Q2 		$774K Sell
4,951
-162
-3% -$25.8K 0.59% 27
2024
Q1 		$807K Sell
5,113
-284
-5% -$42.9K 0.59% 26
2023
Q4 		$805K Sell
5,397
-5,266
-49% -$796K 0.61% 27
2023
Q3 		$1.8M Sell
10,663
-2,515
-19% -$406K 1.52% 22
2023
Q2 		$2.07M Sell
13,178
-417
-3% -$66.9K 1.64% 22
2023
Q1 		$2.22M Sell
13,595
-601
-4% -$101K 1.83% 21
2022
Q4 		$2.55M Hold
14,196
– – 2.32% 20
2022
Q3 		$2.04M Hold
14,196
– – 1.49% 22
2022
Q2 		$2.06M Buy
14,196
+485
+4% +$80.2K 1.42% 25
2022
Q1 		$2.23M Buy
13,711
+4,886
+55% +$701K 1.19% 25
2021
Q4 		$1.04M Buy
8,825
+1,520
+21% +$173K 0.47% 33
2021
Q3 		$741K Buy
7,305
+1,003
+16% +$100K 0.38% 36
2021
Q2 		$660K Hold
6,302
– – 0.37% 34
2021
Q1 		$660K Hold
6,302
– – 0.42% 31
2020
Q4 		$532K Hold
6,302
– – 0.35% 33
2020
Q3 		$454K Hold
6,302
– – 0.34% 35
2020
Q2 		$562K Hold
6,302
– – 0.46% 34
2020
Q1 		$457K Buy
6,302
+671
+12% +$66.3K 0.49% 36
2019
Q4 		$679K Buy
+5,631
New +$663K 0.62% 30

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Chapman Investment Management's CVX Position: Q2 2026 in Review

Chapman Investment Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,722 shares — an estimated $321K sold.

Chapman Investment Management first reported a position in CVX in Q4 2019 and held it in 26 quarters. The position peaked at $2.55M in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Chapman Investment Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Chapman Investment Management sold 1,722 Chevron shares in Q2 2026, an estimated $321K.
  • Chapman Investment Management first reported a position in Chevron in Q4 2019 and held it in 26 quarters.
  • Chapman Investment Management's Chevron position peaked at $2.55M in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Chapman Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.