Clifford Swan Investment Counsel’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 | $64.4M | Sell |
311,474
-2,169
| -0.7% | -$396K | 2.19% | 7 |
|
|
2025
Q4 | $47.8M | Sell |
313,643
-5,655
| -2% | -$861K | 1.59% | 12 |
|
|
2025
Q3 | $49.6M | Sell |
319,298
-639
| -0.2% | -$99K | 1.65% | 11 |
|
|
2025
Q2 | $45.8M | Sell |
319,937
-4,005
| -1% | -$565K | 1.62% | 11 |
|
|
2025
Q1 | $54.2M | Sell |
323,942
-2,848
| -0.9% | -$446K | 2% | 7 |
|
|
2024
Q4 | $47.3M | Sell |
326,790
-2,556
| -0.8% | -$391K | 1.7% | 11 |
|
|
2024
Q3 | $48.5M | Buy |
329,346
+694
| +0.2% | +$103K | 1.72% | 10 |
|
|
2024
Q2 | $51.4M | Sell |
328,652
-652
| -0.2% | -$104K | 1.92% | 9 |
|
|
2024
Q1 | $51.9M | Sell |
329,304
-4,847
| -1% | -$731K | 1.93% | 9 |
|
|
2023
Q4 | $49.8M | Buy |
334,151
+303
| +0.1% | +$45.8K | 1.94% | 8 |
|
|
2023
Q3 | $56.3M | Buy |
333,848
+438
| +0.1% | +$70.7K | 2.36% | 7 |
|
|
2023
Q2 | $52.5M | Sell |
333,410
-2,011
| -0.6% | -$322K | 2.12% | 8 |
|
|
2023
Q1 | $54.7M | Sell |
335,421
-2,261
| -0.7% | -$379K | 2.29% | 6 |
|
|
2022
Q4 | $60.6M | Sell |
337,682
-12,540
| -4% | -$2.19M | 2.64% | 5 |
|
|
2022
Q3 | $50.3M | Sell |
350,222
-1,735
| -0.5% | -$265K | 2.36% | 6 |
|
|
2022
Q2 | $51M | Sell |
351,957
-2,318
| -0.7% | -$383K | 2.21% | 7 |
|
|
2022
Q1 | $57.7M | Sell |
354,275
-4,755
| -1% | -$682K | 2.14% | 8 |
|
|
2021
Q4 | $42.1M | Buy |
359,030
+424
| +0.1% | +$48.2K | 1.48% | 10 |
|
|
2021
Q3 | $41.1M | Buy |
358,606
+2,089
| +0.6% | +$208K | 1.51% | 11 |
|
|
2021
Q2 | $35.8M | Sell |
356,517
-691
| -0.2% | -$72.9K | 1.36% | 13 |
|
|
2021
Q1 | $37.4M | Buy |
357,208
+69,999
| +24% | +$6.84M | 1.54% | 12 |
|
|
2020
Q4 | $24.3M | Sell |
287,209
-5,965
| -2% | -$483K | 1.06% | 30 |
|
|
2020
Q3 | $21.1M | Buy |
293,174
+8,116
| +3% | +$683K | 1.01% | 31 |
|
|
2020
Q2 | $25.4M | Buy |
285,058
+6,529
| +2% | +$585K | 1.31% | 16 |
|
|
2020
Q1 | $20.2M | Buy |
278,529
+18,010
| +7% | +$1.78M | 1.23% | 23 |
|
|
2019
Q4 | $31.4M | Buy |
260,519
+887
| +0.3% | +$104K | 1.52% | 15 |
|
|
2019
Q3 | $30.8M | Sell |
259,632
-3,036
| -1% | -$369K | 1.6% | 12 |
|
|
2019
Q2 | $32.7M | Buy |
262,668
+6,576
| +3% | +$795K | 1.72% | 10 |
|
|
2019
Q1 | $31.5M | Buy |
256,092
+4,264
| +2% | +$504K | 1.69% | 12 |
|
|
2018
Q4 | $27.4M | Buy |
251,828
+3,564
| +1% | +$413K | 1.66% | 13 |
|
|
2018
Q3 | $30.4M | Sell |
248,264
-1,480
| -0.6% | -$180K | 1.58% | 13 |
|
|
2018
Q2 | $31.6M | Sell |
249,744
-4,964
| -2% | -$616K | 1.77% | 10 |
|
|
2018
Q1 | $29M | Sell |
254,708
-4,439
| -2% | -$531K | 1.64% | 12 |
|
|
2017
Q4 | $32.4M | Sell |
259,147
-38
| -0% | -$4.51K | 1.77% | 10 |
|
|
2017
Q3 | $30.5M | Sell |
259,185
-11,541
| -4% | -$1.26M | 1.84% | 10 |
|
|
2017
Q2 | $28.2M | Sell |
270,726
-1,884
| -0.7% | -$200K | 1.76% | 11 |
|
|
2017
Q1 | $29.3M | Buy |
272,610
+4,314
| +2% | +$484K | 1.87% | 11 |
|
|
2016
Q4 | $31.6M | Sell |
268,296
-12,022
| -4% | -$1.31M | 2.11% | 9 |
|
|
2016
Q3 | $28.9M | Sell |
280,318
-3,713
| -1% | -$379K | 1.95% | 11 |
|
|
2016
Q2 | $29.8M | Sell |
284,031
-5,817
| -2% | -$585K | 2.06% | 11 |
|
|
2016
Q1 | $27.7M | Buy |
289,848
+4,620
| +2% | +$404K | 1.88% | 11 |
|
|
2015
Q4 | $25.7M | Buy |
285,228
+3,453
| +1% | +$311K | 1.76% | 13 |
|
|
2015
Q3 | $22.2M | Buy |
281,775
+5,342
| +2% | +$450K | 1.59% | 18 |
|
|
2015
Q2 | $26.7M | Buy |
276,433
+3,802
| +1% | +$399K | 1.79% | 12 |
|
|
2015
Q1 | $28.6M | Buy |
272,631
+13,739
| +5% | +$1.47M | 1.89% | 12 |
|
|
2014
Q4 | $29M | Sell |
258,892
-456
| -0.2% | -$51.8K | 1.92% | 14 |
|
|
2014
Q3 | $30.9M | Sell |
259,348
-712
| -0.3% | -$90.9K | 2.11% | 11 |
|
|
2014
Q2 | $34M | Sell |
260,060
-5,730
| -2% | -$713K | 2.29% | 7 |
|
|
2014
Q1 | $31.6M | Buy |
265,790
+10,389
| +4% | +$1.21M | 2.21% | 9 |
|
|
2013
Q4 | $31.9M | Buy |
255,401
+74
| +0% | +$8.95K | 2.31% | 6 |
|
|
2013
Q3 | $31M | Sell |
255,327
-607
| -0.2% | -$74.6K | 2.47% | 5 |
|
|
2013
Q2 | $30.3M | Buy |
+255,934
| New | +$30.9M | 2.53% | 6 |
|
Other funds holding CVX
VCM
VPM
Clifford Swan Investment Counsel's CVX Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its Chevron (CVX) stake by 0.69% in Q1 2026, selling an estimated $396K and leaving 311,474 shares worth $64.4M. The position accounts for 2.19% of the portfolio, ranked #7.
Clifford Swan Investment Counsel first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Clifford Swan Investment Counsel held 311,474 shares of Chevron worth $64.4M as of Q1 2026.
- Clifford Swan Investment Counsel sold 2,169 Chevron shares in Q1 2026, an estimated $396K.
- Chevron made up 2.19% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #7 holding.
- Clifford Swan Investment Counsel first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
- 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.