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Curbstone Financial Management Corp’s Chevron CVX Stock Holding History

Curbstone Financial Management Corp’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 		$2.85M Buy
17,186
+3,780
+28% +$704K 0.49% 48
2026
Q1 		$2.77M Sell
13,406
-98
-0.7% -$17.9K 0.53% 46
2025
Q4 		$2.06M Sell
13,504
-66
-0.5% -$10.1K 0.39% 59
2025
Q3 		$2.11M Buy
13,570
+60
+0.4% +$9.29K 0.41% 60
2025
Q2 		$1.93M Sell
13,510
-2,602
-16% -$367K 0.4% 62
2025
Q1 		$2.7M Buy
16,112
+2,168
+16% +$339K 0.57% 47
2024
Q4 		$2.02M Buy
13,944
+340
+2% +$52K 0.43% 56
2024
Q3 		$2M Buy
13,604
+486
+4% +$72.3K 0.43% 57
2024
Q2 		$2.05M Sell
13,118
-178
-1% -$28.4K 0.45% 57
2024
Q1 		$2.1M Sell
13,296
-760
-5% -$115K 0.45% 57
2023
Q4 		$2.1M Hold
14,056
– – 0.48% 59
2023
Q3 		$2.37M Sell
14,056
-150
-1% -$24.2K 0.59% 46
2023
Q2 		$2.24M Sell
14,206
-540
-4% -$86.6K 0.53% 51
2023
Q1 		$2.41M Sell
14,746
-400
-3% -$67.1K 0.59% 47
2022
Q4 		$2.72M Sell
15,146
-558
-4% -$97.4K 0.68% 40
2022
Q3 		$2.26M Sell
15,704
-176
-1% -$26.8K 0.56% 49
2022
Q2 		$2.3M Sell
15,880
-2,772
-15% -$458K 0.53% 55
2022
Q1 		$3.04M Sell
18,652
-200
-1% -$28.7K 0.56% 50
2021
Q4 		$2.21M Sell
18,852
-1,050
-5% -$119K 0.39% 67
2021
Q3 		$2.02M Buy
19,902
+312
+2% +$31.1K 0.38% 68
2021
Q2 		$2.05M Buy
19,590
+400
+2% +$42.2K 0.39% 69
2021
Q1 		$2.01M Buy
19,190
+180
+0.9% +$17.6K 0.4% 65
2020
Q4 		$1.6M Buy
19,010
+1,540
+9% +$125K 0.34% 73
2020
Q3 		$1.26M Buy
17,470
+60
+0.3% +$5.05K 0.3% 84
2020
Q2 		$1.55M Sell
17,410
-1,050
-6% -$94K 0.4% 67
2020
Q1 		$1.34M Buy
18,460
+970
+6% +$95.8K 0.4% 63
2019
Q4 		$2.11M Buy
17,490
+300
+2% +$35.3K 0.5% 52
2019
Q3 		$2.04M Sell
17,190
-170
-1% -$20.6K 0.52% 53
2019
Q2 		$2.16M Buy
17,360
+3,230
+23% +$391K 0.57% 49
2019
Q1 		$1.74M Buy
14,130
+348
+3% +$41.2K 0.47% 59
2018
Q4 		$1.5M Hold
13,782
– – 0.45% 62
2018
Q3 		$1.69M Buy
13,782
+1,346
+11% +$163K 0.44% 61
2018
Q2 		$1.57M Sell
12,436
-250
-2% -$31K 0.43% 66
2018
Q1 		$1.45M Buy
12,686
+5,693
+81% +$681K 0.41% 70
2017
Q4 		$875K Sell
6,993
-8,409
-55% -$997K 0.48% 60
2017
Q3 		$1.81M Buy
15,402
+7,232
+89% +$789K 0.52% 61
2017
Q2 		$852K Buy
8,170
+25
+0.3% +$2.65K 0.51% 59
2017
Q1 		$875K Buy
8,145
+54
+0.7% +$6.06K 0.54% 57
2016
Q4 		$952K Sell
8,091
-6,611
-45% -$720K 0.6% 47
2016
Q3 		$1.51M Buy
14,702
+888
+6% +$90.7K 0.49% 61
2016
Q2 		$1.45M Sell
13,814
-400
-3% -$40.2K 0.49% 62
2016
Q1 		$1.36M Sell
14,214
-100
-0.7% -$8.75K 0.46% 67
2015
Q4 		$1.29M Buy
14,314
+7,037
+97% +$635K 0.44% 67
2015
Q3 		$574K Sell
7,277
-100
-1% -$8.42K 0.42% 71
2015
Q2 		$712K Sell
7,377
-415
-5% -$43.6K 0.47% 58
2015
Q1 		$818K Buy
7,792
+730
+10% +$77.9K 0.55% 54
2014
Q4 		$792K Sell
7,062
-20
-0.3% -$2.27K 0.61% 48
2014
Q3 		$845K Sell
7,082
-420
-6% -$53.6K 0.67% 44
2014
Q2 		$979K Sell
7,502
-140
-2% -$17.4K 0.75% 37
2014
Q1 		$909K Buy
+7,642
New +$889K 0.74% 34

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Curbstone Financial Management Corp's CVX Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Chevron (CVX) stake by 28% in Q2 2026, buying an estimated $704K and bringing the position to 17,186 shares worth $2.85M. The position accounts for 0.49% of the portfolio, ranked #48.

Curbstone Financial Management Corp first reported a position in CVX in Q1 2014 and has held it in 50 quarters since. The position peaked at $3.04M in Q1 2022. 707 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Curbstone Financial Management Corp held 17,186 shares of Chevron worth $2.85M as of Q2 2026.
  • Curbstone Financial Management Corp bought 3,780 Chevron shares in Q2 2026, an estimated $704K.
  • Chevron made up 0.49% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #48 holding.
  • Curbstone Financial Management Corp first reported a position in Chevron in Q1 2014 and has held it in 50 quarters since.
  • Curbstone Financial Management Corp's Chevron position peaked at $3.04M in Q1 2022.
  • 707 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.