Check Capital Management’s Chevron CVX Stock Holding History

Check Capital 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	$207K	Sell	1,250 -100	-7%	-$18.6K	﹤0.01%	51
2026 Q1	$279K	Hold	1,350	–	–	0.01%	46
2025 Q4	$206K	Hold	1,350	–	–	0.01%	50
2025 Q3	$210K	Buy	+1,350	New	+$209K	0.01%	49
2025 Q2	–	Sell	-1,350	Closed	-$226K	–	50
2025 Q1	$226K	Sell	1,350 -150	-10%	-$23.5K	0.01%	46
2024 Q4	$217K	Sell	1,500 -10	-0.7%	-$1.53K	0.01%	44
2024 Q3	$222K	Buy	1,510 +10	+0.7%	+$1.49K	0.01%	48
2024 Q2	$235K	Hold	1,500	–	–	0.01%	45
2024 Q1	$237K	Hold	1,500	–	–	0.01%	45
2023 Q4	$224K	Sell	1,500 -187	-11%	-$28.3K	0.01%	41
2023 Q3	$284K	Hold	1,687	–	–	0.01%	37
2023 Q2	$265K	Hold	1,687	–	–	0.01%	37
2023 Q1	$275K	Sell	1,687 -10	-0.6%	-$1.68K	0.01%	35
2022 Q4	$305K	Sell	1,697 -177	-9%	-$30.9K	0.01%	32
2022 Q3	$269K	Buy	1,874 +12	+0.6%	+$1.83K	0.01%	36
2022 Q2	$270K	Buy	1,862 +160	+9%	+$26.4K	0.01%	36
2022 Q1	$277K	Sell	1,702 -25	-1%	-$3.58K	0.01%	38
2021 Q4	$203K	Sell	1,727 -500	-22%	-$56.8K	0.01%	44
2021 Q3	$226K	Hold	2,227	–	–	0.01%	42
2021 Q2	$233K	Sell	2,227 -430	-16%	-$45.4K	0.01%	44
2021 Q1	$278K	Buy	+2,657	New	+$259K	0.01%	41
2020 Q3	–	Sell	-2,922	Closed	-$261K	–	43
2020 Q2	$261K	Buy	+2,922	New	+$262K	0.02%	35
2020 Q1	–	Sell	-2,627	Closed	-$317K	–	47
2019 Q4	$317K	Sell	2,627 -500	-16%	-$58.9K	0.02%	37
2019 Q3	$371K	Hold	3,127	–	–	0.02%	38
2019 Q2	$389K	Hold	3,127	–	–	0.02%	37
2019 Q1	$385K	Hold	3,127	–	–	0.02%	37
2018 Q4	$340K	Hold	3,127	–	–	0.02%	40
2018 Q3	$382K	Hold	3,127	–	–	0.02%	43
2018 Q2	$395K	Hold	3,127	–	–	0.02%	41
2018 Q1	$357K	Sell	3,127 -2,400	-43%	-$287K	0.02%	45
2017 Q4	$692K	Buy	5,527 +1,800	+48%	+$213K	0.04%	38
2017 Q3	$438K	Hold	3,727	–	–	0.03%	42
2017 Q2	$389K	Sell	3,727 -4,000	-52%	-$424K	0.02%	42
2017 Q1	$830K	Sell	7,727 -354	-4%	-$39.7K	0.06%	31
2016 Q4	$951K	Sell	8,081 -446	-5%	-$48.6K	0.07%	30
2016 Q3	$878K	Sell	8,527 -463	-5%	-$47.3K	0.07%	29
2016 Q2	$942K	Buy	8,990 +3,125	+53%	+$314K	0.08%	27
2016 Q1	$560K	Buy	5,865 +80	+1%	+$7K	0.05%	32
2015 Q4	$520K	Sell	5,785 -725	-11%	-$65.4K	0.05%	33
2015 Q3	$514K	Buy	6,510 +550	+9%	+$46.3K	0.05%	29
2015 Q2	$575K	Buy	5,960 +675	+13%	+$70.9K	0.05%	31
2015 Q1	$555K	Buy	5,285 +1,800	+52%	+$192K	0.05%	32
2014 Q4	$391K	Buy	+3,485	New	+$396K	0.03%	37
2014 Q1	–	Sell	-1,610	Closed	-$201K	–	57
2013 Q4	$201K	Buy	+1,610	New	+$195K	0.02%	47

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Check Capital Management's CVX Position: Q2 2026 in Review

Check Capital Management reduced its Chevron (CVX) stake by 7.4% in Q2 2026, selling an estimated $18.6K and leaving 1,250 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #51.

Check Capital Management first reported a position in CVX in Q4 2013 and has held it in 44 quarters since. The position peaked at $951K in Q4 2016. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Check Capital Management held 1,250 shares of Chevron worth $207K as of Q2 2026.
Check Capital Management sold 100 Chevron shares in Q2 2026, an estimated $18.6K.
Chevron made up ﹤0.01% of Check Capital Management's portfolio in Q2 2026, its #51 holding.
Check Capital Management first reported a position in Chevron in Q4 2013 and has held it in 44 quarters since.
Check Capital Management's Chevron position peaked at $951K in Q4 2016.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Check Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.