Charter Research & Investment Group’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 | $751K | Hold |
3,630
| – | – | 0.5% | 46 |
|
|
2025
Q4 | $553K | Hold |
3,630
| – | – | 0.37% | 56 |
|
|
2025
Q3 | $564K | Hold |
3,630
| – | – | 0.39% | 55 |
|
|
2025
Q2 | $520K | Hold |
3,630
| – | – | 0.39% | 58 |
|
|
2025
Q1 | $607K | Hold |
3,630
| – | – | 0.46% | 52 |
|
|
2024
Q4 | $526K | Hold |
3,630
| – | – | 0.4% | 54 |
|
|
2024
Q3 | $535K | Hold |
3,630
| – | – | 0.39% | 57 |
|
|
2024
Q2 | $568K | Hold |
3,630
| – | – | 0.45% | 55 |
|
|
2024
Q1 | $573K | Hold |
3,630
| – | – | 0.45% | 55 |
|
|
2023
Q4 | $541K | Hold |
3,630
| – | – | 0.45% | 53 |
|
|
2023
Q3 | $612K | Hold |
3,630
| – | – | 0.55% | 44 |
|
|
2023
Q2 | $571K | Hold |
3,630
| – | – | 0.47% | 50 |
|
|
2023
Q1 | $592K | Hold |
3,630
| – | – | 0.52% | 46 |
|
|
2022
Q4 | $652K | Hold |
3,630
| – | – | 0.63% | 40 |
|
|
2022
Q3 | $522K | Sell |
3,630
-457
| -11% | -$69.7K | 0.53% | 45 |
|
|
2022
Q2 | $592K | Sell |
4,087
-15
| -0.4% | -$2.48K | 0.54% | 45 |
|
|
2022
Q1 | $668K | Hold |
4,102
| – | – | 0.54% | 46 |
|
|
2021
Q4 | $481K | Hold |
4,102
| – | – | 0.38% | 56 |
|
|
2021
Q3 | $416K | Hold |
4,102
| – | – | 0.35% | 58 |
|
|
2021
Q2 | $430K | Buy |
4,102
+43
| +1% | +$4.54K | 0.36% | 56 |
|
|
2021
Q1 | $425K | Hold |
4,059
| – | – | 0.37% | 58 |
|
|
2020
Q4 | $343K | Buy |
4,059
+610
| +18% | +$49.4K | 0.33% | 64 |
|
|
2020
Q3 | $248K | Hold |
3,449
| – | – | 0.27% | 63 |
|
|
2020
Q2 | $308K | Hold |
3,449
| – | – | 0.36% | 62 |
|
|
2020
Q1 | $250K | Sell |
3,449
-3,646
| -51% | -$360K | 0.33% | 66 |
|
|
2019
Q4 | $855K | Buy |
7,095
+107
| +2% | +$12.6K | 0.87% | 37 |
|
|
2019
Q3 | $829K | Buy |
6,988
+46
| +0.7% | +$5.59K | 0.9% | 38 |
|
|
2019
Q2 | $864K | Sell |
6,942
-60
| -0.9% | -$7.25K | 0.96% | 37 |
|
|
2019
Q1 | $863K | Sell |
7,002
-10
| -0.1% | -$1.18K | 0.95% | 36 |
|
|
2018
Q4 | $763K | Hold |
7,012
| – | – | 0.96% | 37 |
|
|
2018
Q3 | $857K | Sell |
7,012
-60
| -0.8% | -$7.28K | 0.93% | 38 |
|
|
2018
Q2 | $894K | Buy |
7,072
+114
| +2% | +$14.2K | 1.03% | 36 |
|
|
2018
Q1 | $793K | Hold |
6,958
| – | – | 0.95% | 36 |
|
|
2017
Q4 | $871K | Buy |
+6,958
| New | +$825K | 0.98% | 36 |
|
|
2016
Q3 | $725K | Hold |
7,048
| – | – | 0.85% | 35 |
|
|
2016
Q2 | $739K | Sell |
7,048
-48
| -0.7% | -$4.83K | 0.84% | 38 |
|
|
2016
Q1 | $677K | Hold |
7,096
| – | – | 0.78% | 39 |
|
|
2015
Q4 | $638K | Buy |
7,096
+3,600
| +103% | +$325K | 0.74% | 40 |
|
|
2015
Q3 | $276K | Sell |
3,496
-3,000
| -46% | -$253K | 0.36% | 58 |
|
|
2015
Q2 | $627K | Hold |
6,496
| – | – | 0.7% | 38 |
|
|
2015
Q1 | $682K | Hold |
6,496
| – | – | 0.75% | 38 |
|
|
2014
Q4 | $729K | Buy |
+6,496
| New | +$738K | 0.8% | 36 |
|
Other funds holding CVX
VCM
VPM
Charter Research & Investment Group's CVX Position: Q1 2026 in Review
Charter Research & Investment Group held its Chevron (CVX) position steady in Q1 2026 at 3,630 shares worth $751K. The position accounts for 0.5% of the portfolio, ranked #46.
Charter Research & Investment Group first reported a position in CVX in Q4 2014 and has held it in 42 quarters since. The position peaked at $894K in Q2 2018. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Charter Research & Investment Group held 3,630 shares of Chevron worth $751K as of Q1 2026.
- Charter Research & Investment Group left its Chevron share count unchanged in Q1 2026.
- Chevron made up 0.5% of Charter Research & Investment Group's portfolio in Q1 2026, its #46 holding.
- Charter Research & Investment Group first reported a position in Chevron in Q4 2014 and has held it in 42 quarters since.
- Charter Research & Investment Group's Chevron position peaked at $894K in Q2 2018.
- 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.