Clean Yield 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 | $112K | Hold |
543
| – | – | 0.03% | 172 |
|
|
2025
Q4 | $82.8K | Hold |
543
| – | – | 0.02% | 192 |
|
|
2025
Q3 | $84.3K | Hold |
543
| – | – | 0.02% | 188 |
|
|
2025
Q2 | $77.8K | Hold |
543
| – | – | 0.02% | 198 |
|
|
2025
Q1 | $90.8K | Sell |
543
-300
| -36% | -$47K | 0.03% | 179 |
|
|
2024
Q4 | $122K | Hold |
843
| – | – | 0.04% | 161 |
|
|
2024
Q3 | $124K | Hold |
843
| – | – | 0.04% | 165 |
|
|
2024
Q2 | $132K | Hold |
843
| – | – | 0.05% | 149 |
|
|
2024
Q1 | $133K | Hold |
843
| – | – | 0.05% | 153 |
|
|
2023
Q4 | $126K | Hold |
843
| – | – | 0.05% | 155 |
|
|
2023
Q3 | $136K | Sell |
843
-39
| -4% | -$6.3K | 0.06% | 144 |
|
|
2023
Q2 | $139K | Hold |
882
| – | – | 0.06% | 149 |
|
|
2023
Q1 | $144K | Sell |
882
-71
| -7% | -$11.9K | 0.06% | 148 |
|
|
2022
Q4 | $171K | Buy |
953
+110
| +13% | +$19.2K | 0.07% | 137 |
|
|
2022
Q3 | $121K | Buy |
843
+150
| +22% | +$22.9K | 0.06% | 162 |
|
|
2022
Q2 | $100K | Sell |
693
-213
| -24% | -$35.2K | 0.04% | 184 |
|
|
2022
Q1 | $148K | Buy |
906
+13
| +1% | +$1.86K | 0.05% | 167 |
|
|
2021
Q4 | $105K | Hold |
893
| – | – | 0.03% | 209 |
|
|
2021
Q3 | $91K | Hold |
893
| – | – | 0.03% | 218 |
|
|
2021
Q2 | $94K | Buy |
+893
| New | +$94.3K | 0.03% | 212 |
|
|
2021
Q1 | – | Sell |
-993
| Closed | -$84K | – | 206 |
|
|
2020
Q4 | $84K | Buy |
993
+797
| +407% | +$64.5K | 0.03% | 201 |
|
|
2020
Q3 | $14K | Buy |
+196
| New | +$16.5K | 0.01% | 287 |
|
|
2020
Q1 | – | Sell |
-3,013
| Closed | -$363K | – | 387 |
|
|
2019
Q4 | $363K | Hold |
3,013
| – | – | 0.11% | 109 |
|
|
2019
Q3 | $357K | Hold |
3,013
| – | – | 0.12% | 107 |
|
|
2019
Q2 | $375K | Sell |
3,013
-30
| -1% | -$3.63K | 0.14% | 94 |
|
|
2019
Q1 | $375K | Hold |
3,043
| – | – | 0.15% | 98 |
|
|
2018
Q4 | $331K | Buy |
+3,043
| New | +$353K | 0.14% | 105 |
|
|
2017
Q2 | – | Sell |
-415
| Closed | -$45K | – | 168 |
|
|
2017
Q1 | $45K | Buy |
+415
| New | +$46.5K | 0.02% | 198 |
|
|
2016
Q4 | – | Sell |
-800
| Closed | -$82K | – | 166 |
|
|
2016
Q3 | $82K | Hold |
800
| – | – | 0.04% | 156 |
|
|
2016
Q2 | $84K | Hold |
800
| – | – | 0.04% | 157 |
|
|
2016
Q1 | $78K | Buy |
+800
| New | +$70K | 0.03% | 154 |
|
|
2015
Q2 | – | Sell |
-1,400
| Closed | -$147K | – | 157 |
|
|
2015
Q1 | $147K | Buy |
+1,400
| New | +$149K | 0.06% | 134 |
|
|
2014
Q3 | – | Sell |
-1,550
| Closed | -$202K | – | 125 |
|
|
2014
Q2 | $202K | Buy |
+1,550
| New | +$193K | 0.1% | 121 |
|
Other funds holding CVX
VCM
VPM
Clean Yield Group's CVX Position: Q1 2026 in Review
Clean Yield Group held its Chevron (CVX) position steady in Q1 2026 at 543 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #172.
Clean Yield Group first reported a position in CVX in Q2 2014 and has held it in 33 quarters since. The position peaked at $375K in Q2 2019. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Clean Yield Group held 543 shares of Chevron worth $112K as of Q1 2026.
- Clean Yield Group left its Chevron share count unchanged in Q1 2026.
- Chevron made up 0.03% of Clean Yield Group's portfolio in Q1 2026, its #172 holding.
- Clean Yield Group first reported a position in Chevron in Q2 2014 and has held it in 33 quarters since.
- Clean Yield Group's Chevron position peaked at $375K in Q2 2019.
- 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.