Chesapeake Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.46M Sell
14,869
-64
-0.4% -$11.9K 0.69% 44
2026
Q1
$3.09M Sell
14,933
-399
-3% -$72.8K 0.95% 30
2025
Q4
$2.34M Sell
15,332
-88
-0.6% -$13.4K 0.7% 44
2025
Q3
$2.39M Buy
15,420
+616
+4% +$95.4K 0.73% 42
2025
Q2
$2.12M Sell
14,804
-109
-0.7% -$15.4K 0.71% 43
2025
Q1
$2.49M Sell
14,913
-541
-4% -$84.7K 0.89% 35
2024
Q4
$2.24M Sell
15,454
-478
-3% -$73.2K 0.77% 44
2024
Q3
$2.35M Sell
15,932
-197
-1% -$29.3K 0.8% 43
2024
Q2
$2.52M Sell
16,129
-44
-0.3% -$7.02K 0.91% 36
2024
Q1
$2.55M Sell
16,173
-346
-2% -$52.2K 0.93% 35
2023
Q4
$2.46M Sell
16,519
-1,306
-7% -$198K 0.95% 31
2023
Q3
$3.01M Sell
17,825
-557
-3% -$90K 1.25% 22
2023
Q2
$2.89M Sell
18,382
-221
-1% -$35.4K 1.14% 23
2023
Q1
$3.04M Buy
18,603
+156
+0.8% +$26.2K 1.27% 22
2022
Q4
$3.31M Sell
18,447
-785
-4% -$137K 1.45% 14
2022
Q3
$2.76M Buy
19,232
+309
+2% +$47.1K 1.26% 19
2022
Q2
$2.74M Sell
18,923
-53
-0.3% -$8.76K 1.17% 20
2022
Q1
$3.09M Sell
18,976
-130
-0.7% -$18.6K 1.12% 22
2021
Q4
$2.24M Sell
19,106
-194
-1% -$22K 0.75% 31
2021
Q3
$1.96M Sell
19,300
-1,322
-6% -$132K 0.7% 33
2021
Q2
$2.16M Sell
20,622
-711
-3% -$75.1K 0.7% 32
2021
Q1
$2.24M Sell
21,333
-578
-3% -$56.4K 0.75% 26
2020
Q4
$1.85M Sell
21,911
-377
-2% -$30.5K 0.63% 38
2020
Q3
$1.6M Buy
22,288
+300
+1% +$25.2K 0.6% 42
2020
Q2
$1.96M Buy
21,988
+407
+2% +$36.4K 0.78% 25
2020
Q1
$1.56M Sell
21,581
-78
-0.4% -$7.71K 0.72% 31
2019
Q4
$2.61M Sell
21,659
-1,247
-5% -$147K 1.01% 20
2019
Q3
$2.72M Buy
22,906
+811
+4% +$98.5K 1.11% 19
2019
Q2
$2.75M Buy
22,095
+547
+3% +$66.1K 1.15% 17
2019
Q1
$2.65M Buy
21,548
+519
+2% +$61.4K 1.17% 15
2018
Q4
$2.29M Buy
21,029
+387
+2% +$44.8K 1.13% 15
2018
Q3
$2.52M Sell
20,642
-308
-1% -$37.4K 1.12% 19
2018
Q2
$2.65M Buy
20,950
+3,321
+19% +$412K 1.22% 17
2018
Q1
$2.01M Buy
+17,629
New +$2.11M 0.93% 28

Other funds holding CVX

Chesapeake Wealth Management's CVX Position: Q2 2026 in Review

Chesapeake Wealth Management reduced its Chevron (CVX) stake by 0.43% in Q2 2026, selling an estimated $11.9K and leaving 14,869 shares worth $2.46M. The position accounts for 0.69% of the portfolio, ranked #44.

Chesapeake Wealth Management first reported a position in CVX in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.31M in Q4 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Chesapeake Wealth Management held 14,869 shares of Chevron worth $2.46M as of Q2 2026.
  • Chesapeake Wealth Management sold 64 Chevron shares in Q2 2026, an estimated $11.9K.
  • Chevron made up 0.69% of Chesapeake Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Chesapeake Wealth Management first reported a position in Chevron in Q1 2018 and has held it in 34 quarters since.
  • Chesapeake Wealth Management's Chevron position peaked at $3.31M in Q4 2022.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.