Chickasaw Capital Management’s Chevron CVX Stock Holding History

Chickasaw 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 Q3	$1.48M	Buy	7,225 +55	+0.8%	+$10.8K	0.05%	52
2026 Q2	$1.19M	Sell	7,170 -260	-3%	-$48.4K	0.04%	54
2026 Q1	$1.54M	Sell	7,430 -85	-1%	-$15.5K	0.05%	50
2025 Q4	$1.15M	Hold	7,515	–	–	0.05%	51
2025 Q3	$1.17M	Hold	7,515	–	–	0.05%	50
2025 Q2	$1.08M	Buy	7,515 +232	+3%	+$32.7K	0.04%	51
2025 Q1	$1.22M	Sell	7,283 -20	-0.3%	-$3.13K	0.05%	48
2024 Q4	$1.06M	Sell	7,303 -15	-0.2%	-$2.3K	0.04%	51
2024 Q3	$1.08M	Hold	7,318	–	–	0.05%	54
2024 Q2	$1.15M	Buy	7,318 +144	+2%	+$23K	0.05%	52
2024 Q1	$1.13M	Buy	7,174 +637	+10%	+$96.1K	0.05%	54
2023 Q4	$975K	Buy	6,537 +700	+12%	+$106K	0.05%	55
2023 Q3	$984K	Hold	5,837	–	–	0.05%	52
2023 Q2	$918K	Hold	5,837	–	–	0.05%	56
2023 Q1	$952K	Sell	5,837 -225	-4%	-$37.7K	0.05%	55
2022 Q4	$1.09M	Sell	6,062 -70	-1%	-$12.2K	0.06%	46
2022 Q3	$881K	Hold	6,132	–	–	0.04%	50
2022 Q2	$888K	Hold	6,132	–	–	0.05%	50
2022 Q1	$998K	Sell	6,132 -325	-5%	-$46.6K	0.04%	53
2021 Q4	$758K	Sell	6,457 -775	-11%	-$88K	0.04%	61
2021 Q3	$734K	Sell	7,232 -350	-5%	-$34.9K	0.04%	59
2021 Q2	$794K	Buy	7,582 +1,650	+28%	+$174K	0.04%	54
2021 Q1	$622K	Sell	5,932 -50	-0.8%	-$4.88K	0.03%	58
2020 Q4	$505K	Sell	5,982 -870	-13%	-$70.4K	0.03%	62
2020 Q3	$493K	Hold	6,852	–	–	0.03%	56
2020 Q2	$611K	Sell	6,852 -2,118	-24%	-$190K	0.03%	52
2020 Q1	$650K	Sell	8,970 -511	-5%	-$50.5K	0.05%	53
2019 Q4	$1.14M	Hold	9,481	–	–	0.03%	51
2019 Q3	$1.12M	Hold	9,481	–	–	0.03%	50
2019 Q2	$1.18M	Hold	9,481	–	–	0.03%	49
2019 Q1	$1.17M	Sell	9,481 -100	-1%	-$11.8K	0.03%	49
2018 Q4	$1.04M	Hold	9,581	–	–	0.03%	54
2018 Q3	$1.17M	Sell	9,581 -525	-5%	-$63.7K	0.02%	61
2018 Q2	$1.28M	Sell	10,106 -695	-6%	-$86.3K	0.03%	58
2018 Q1	$1.23M	Hold	10,801	–	–	0.03%	62
2017 Q4	$1.35M	Buy	10,801 +300	+3%	+$35.6K	0.03%	59
2017 Q3	$1.23M	Sell	10,501 -275	-3%	-$30K	0.03%	59
2017 Q2	$1.12M	Buy	10,776 +100	+0.9%	+$10.6K	0.02%	60
2017 Q1	$1.15M	Buy	10,676 +3,425	+47%	+$384K	0.02%	58
2016 Q4	$853K	Sell	7,251 -411	-5%	-$44.8K	0.02%	58
2016 Q3	$789K	Hold	7,662	–	–	0.02%	56
2016 Q2	$803K	Sell	7,662 -200	-3%	-$20.1K	0.02%	57
2016 Q1	$750K	Sell	7,862 -3,995	-34%	-$349K	0.02%	60
2015 Q4	$1.07M	Hold	11,857	–	–	0.04%	57
2015 Q3	$935K	Sell	11,857 -5,560	-32%	-$468K	0.04%	60
2015 Q2	$1.68M	Buy	17,417 +590	+4%	+$62K	0.05%	54
2015 Q1	$1.77M	Buy	16,827 +245	+1%	+$26.1K	0.06%	55
2014 Q4	$1.86M	Buy	16,582 +1,825	+12%	+$207K	0.06%	58
2014 Q3	$1.76M	Hold	14,757	–	–	0.06%	57
2014 Q2	$1.93M	Sell	14,757 -210	-1%	-$26.1K	0.07%	53
2014 Q1	$1.78M	Sell	14,967 -1,775	-11%	-$206K	0.09%	55
2013 Q4	$2.09M	Buy	16,742 +240	+1%	+$29K	0.11%	51
2013 Q3	$2M	Buy	16,502 +900	+6%	+$111K	0.14%	49
2013 Q2	$1.85M	Buy	+15,602	New	+$1.89M	0.14%	47

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

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

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

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

Chickasaw Capital Management's CVX Position: Q3 2026 in Review

Chickasaw Capital Management increased its Chevron (CVX) stake by 0.77% in Q3 2026, buying an estimated $10.8K and bringing the position to 7,225 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #52.

Chickasaw Capital Management first reported a position in CVX in Q2 2013 and has held it in 54 quarters since. The position peaked at $2.09M in Q4 2013. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Chickasaw Capital Management held 7,225 shares of Chevron worth $1.48M as of Q3 2026.
Chickasaw Capital Management bought 55 Chevron shares in Q3 2026, an estimated $10.8K.
Chevron made up 0.05% of Chickasaw Capital Management's portfolio in Q3 2026, its #52 holding.
Chickasaw Capital Management first reported a position in Chevron in Q2 2013 and has held it in 54 quarters since.
Chickasaw Capital Management's Chevron position peaked at $2.09M in Q4 2013.
244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.