Cypress Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.99M | Buy |
13,068
+57
| +0.4% | +$8.68K | 0.44% | 51 |
|
|
2025
Q3 | $2.02M | Sell |
13,011
-112
| -0.9% | -$17.3K | 0.46% | 50 |
|
|
2025
Q2 | $1.88M | Hold |
13,123
| – | – | 0.45% | 50 |
|
|
2025
Q1 | $2.2M | Buy |
13,123
+40
| +0.3% | +$6.26K | 0.59% | 46 |
|
|
2024
Q4 | $1.96M | Sell |
13,083
-211
| -2% | -$32.3K | 0.49% | 51 |
|
|
2024
Q3 | $1.96M | Buy |
13,294
+295
| +2% | +$43.9K | 0.49% | 51 |
|
|
2024
Q2 | $2.11M | Sell |
12,999
-18
| -0.1% | -$2.87K | 0.54% | 49 |
|
|
2024
Q1 | $2.12M | Sell |
13,017
-290
| -2% | -$43.8K | 0.58% | 49 |
|
|
2023
Q4 | $1.98M | Sell |
13,307
-19
| -0.1% | -$2.87K | 0.6% | 47 |
|
|
2023
Q3 | $2.25M | Buy |
13,326
+665
| +5% | +$107K | 0.75% | 42 |
|
|
2023
Q2 | $2.05M | Sell |
12,661
-2
| -0% | -$321 | 0.66% | 47 |
|
|
2023
Q1 | $2.07M | Buy |
12,663
+617
| +5% | +$103K | 0.71% | 45 |
|
|
2022
Q4 | $2.16M | Sell |
12,046
-220
| -2% | -$38.4K | 0.78% | 44 |
|
|
2022
Q3 | $1.76M | Buy |
12,266
+10
| +0.1% | +$1.52K | 0.67% | 47 |
|
|
2022
Q2 | $1.77M | Buy |
12,256
+50
| +0.4% | +$8.27K | 0.63% | 51 |
|
|
2022
Q1 | $1.99M | Sell |
12,206
-670
| -5% | -$96.1K | 0.58% | 54 |
|
|
2021
Q4 | $1.51M | Sell |
12,876
-454
| -3% | -$51.6K | 0.36% | 75 |
|
|
2021
Q3 | $1.35M | Sell |
13,330
-40
| -0.3% | -$3.99K | 0.35% | 78 |
|
|
2021
Q2 | $1.4M | Sell |
13,370
-50
| -0.4% | -$5.28K | 0.36% | 78 |
|
|
2021
Q1 | $1.41M | Buy |
13,420
+75
| +0.6% | +$7.32K | 0.39% | 75 |
|
|
2020
Q4 | $1.13M | Sell |
13,345
-8,058
| -38% | -$652K | 0.31% | 88 |
|
|
2020
Q3 | $1.54M | Sell |
21,403
-3,612
| -14% | -$304K | 0.48% | 67 |
|
|
2020
Q2 | $2.23M | Buy |
25,015
+1,547
| +7% | +$139K | 0.74% | 46 |
|
|
2020
Q1 | $1.7M | Sell |
23,468
-594
| -2% | -$58.7K | 0.73% | 47 |
|
|
2019
Q4 | $2.9M | Buy |
24,062
+98
| +0.4% | +$11.5K | 0.99% | 30 |
|
|
2019
Q3 | $2.84M | Buy |
23,964
+110
| +0.5% | +$13.4K | 0.98% | 30 |
|
|
2019
Q2 | $2.97M | Sell |
23,854
-5,780
| -20% | -$699K | 1.02% | 30 |
|
|
2019
Q1 | $3.65M | Sell |
29,634
-3,077
| -9% | -$364K | 1.24% | 26 |
|
|
2018
Q4 | $3.56M | Sell |
32,711
-3,525
| -10% | -$408K | 1.33% | 25 |
|
|
2018
Q3 | $4.43M | Buy |
36,236
+802
| +2% | +$97.3K | 1.3% | 24 |
|
|
2018
Q2 | $4.48M | Buy |
35,434
+1,240
| +4% | +$154K | 1.33% | 22 |
|
|
2018
Q1 | $3.9M | Sell |
34,194
-15,363
| -31% | -$1.84M | 1.14% | 26 |
|
|
2017
Q4 | $6.2M | Sell |
49,557
-2,660
| -5% | -$315K | 1.33% | 23 |
|
|
2017
Q3 | $6.13M | Sell |
52,217
-15,083
| -22% | -$1.65M | 1.32% | 22 |
|
|
2017
Q2 | $7.02M | Sell |
67,300
-8,569
| -11% | -$908K | 1.44% | 19 |
|
|
2017
Q1 | $8.15M | Buy |
75,869
+434
| +0.6% | +$48.7K | 1.56% | 17 |
|
|
2016
Q4 | $8.88M | Sell |
75,435
-360
| -0.5% | -$39.2K | 1.7% | 15 |
|
|
2016
Q3 | $7.8M | Buy |
75,795
+762
| +1% | +$77.8K | 1.55% | 18 |
|
|
2016
Q2 | $7.87M | Sell |
75,033
-8,925
| -11% | -$898K | 1.56% | 18 |
|
|
2016
Q1 | $8.01M | Sell |
83,958
-4,448
| -5% | -$389K | 1.63% | 16 |
|
|
2015
Q4 | $7.95M | Sell |
88,406
-2,144
| -2% | -$193K | 1.6% | 17 |
|
|
2015
Q3 | $7.14M | Sell |
90,550
-1,016
| -1% | -$85.5K | 1.5% | 17 |
|
|
2015
Q2 | $8.83M | Sell |
91,566
-9,020
| -9% | -$947K | 1.66% | 14 |
|
|
2015
Q1 | $10.6M | Sell |
100,586
-15,613
| -13% | -$1.67M | 1.97% | 11 |
|
|
2014
Q4 | $13M | Sell |
116,199
-3,004
| -3% | -$341K | 2.4% | 5 |
|
|
2014
Q3 | $14.2M | Sell |
119,203
-2,445
| -2% | -$312K | 2.57% | 3 |
|
|
2014
Q2 | $15.9M | Buy |
121,648
+1,967
| +2% | +$245K | 2.74% | 3 |
|
|
2014
Q1 | $14.2M | Sell |
119,681
-3,306
| -3% | -$384K | 2.58% | 4 |
|
|
2013
Q4 | $15.4M | Sell |
122,987
-1,674
| -1% | -$202K | 2.68% | 4 |
|
|
2013
Q3 | $15.1M | Sell |
124,661
-408
| -0.3% | -$50.1K | 2.81% | 5 |
|
|
2013
Q2 | $14.8M | Buy |
+125,069
| New | +$15.1M | 2.75% | 6 |
|
Other funds holding CVX
Cypress Asset Management's CVX Position: Q4 2025 in Review
Cypress Asset Management increased its Chevron (CVX) stake by 0.44% in Q4 2025, buying an estimated $8.68K and bringing the position to 13,068 shares worth $1.99M. The position accounts for 0.44% of the portfolio, ranked #51.
Cypress Asset Management first reported a position in CVX in Q2 2013 and has held it in 51 quarters since. The position peaked at $15.9M in Q2 2014. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.
- Cypress Asset Management held 13,068 shares of Chevron worth $1.99M as of Q4 2025.
- Cypress Asset Management bought 57 Chevron shares in Q4 2025, an estimated $8.68K.
- Chevron made up 0.44% of Cypress Asset Management's portfolio in Q4 2025, its #51 holding.
- Cypress Asset Management first reported a position in Chevron in Q2 2013 and has held it in 51 quarters since.
- Cypress Asset Management's Chevron position peaked at $15.9M in Q2 2014.
- 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.
Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.