D.B. Root & Company’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 | $1.2M | Buy |
5,816
+264
| +5% | +$48.1K | 0.29% | 48 |
|
|
2025
Q4 | $846K | Buy |
5,552
+57
| +1% | +$8.68K | 0.21% | 71 |
|
|
2025
Q3 | $853K | Sell |
5,495
-398
| -7% | -$61.6K | 0.22% | 72 |
|
|
2025
Q2 | $844K | Sell |
5,893
-924
| -14% | -$130K | 0.25% | 72 |
|
|
2025
Q1 | $1.14M | Buy |
6,817
+417
| +7% | +$65.3K | 0.37% | 47 |
|
|
2024
Q4 | $927K | Buy |
6,400
+583
| +10% | +$89.2K | 0.29% | 62 |
|
|
2024
Q3 | $857K | Sell |
5,817
-1,696
| -23% | -$252K | 0.28% | 66 |
|
|
2024
Q2 | $1.18M | Sell |
7,513
-3,220
| -30% | -$513K | 0.4% | 46 |
|
|
2024
Q1 | $1.69M | Buy |
10,733
+687
| +7% | +$104K | 0.57% | 38 |
|
|
2023
Q4 | $1.5M | Sell |
10,046
-181
| -2% | -$27.4K | 0.54% | 42 |
|
|
2023
Q3 | $1.72M | Sell |
10,227
-30
| -0.3% | -$4.85K | 0.67% | 28 |
|
|
2023
Q2 | $1.61M | Buy |
10,257
+152
| +2% | +$24.4K | 0.61% | 32 |
|
|
2023
Q1 | $1.65M | Buy |
10,105
+386
| +4% | +$64.7K | 0.65% | 30 |
|
|
2022
Q4 | $1.74M | Sell |
9,719
-97
| -1% | -$16.9K | 0.74% | 27 |
|
|
2022
Q3 | $1.41M | Sell |
9,816
-508
| -5% | -$77.5K | 0.64% | 34 |
|
|
2022
Q2 | $1.49M | Buy |
10,324
+235
| +2% | +$38.8K | 0.64% | 33 |
|
|
2022
Q1 | $1.64M | Sell |
10,089
-192
| -2% | -$27.5K | 0.61% | 33 |
|
|
2021
Q4 | $1.21M | Sell |
10,281
-226
| -2% | -$25.7K | 0.43% | 51 |
|
|
2021
Q3 | $1.06M | Buy |
10,507
+539
| +5% | +$53.8K | 0.42% | 54 |
|
|
2021
Q2 | $1.04M | Buy |
9,968
+361
| +4% | +$38.1K | 0.39% | 60 |
|
|
2021
Q1 | $1.01M | Sell |
9,607
-614
| -6% | -$60K | 0.4% | 60 |
|
|
2020
Q4 | $863K | Sell |
10,221
-1,227
| -11% | -$99.3K | 0.34% | 74 |
|
|
2020
Q3 | $824K | Buy |
11,448
+166
| +1% | +$14K | 0.33% | 79 |
|
|
2020
Q2 | $1.01M | Sell |
11,282
-2,992
| -21% | -$268K | 0.44% | 60 |
|
|
2020
Q1 | $1.03M | Buy |
14,274
+4,971
| +53% | +$491K | 0.52% | 45 |
|
|
2019
Q4 | $1.12M | Sell |
9,303
-153
| -2% | -$18K | 0.49% | 52 |
|
|
2019
Q3 | $1.12M | Buy |
9,456
+191
| +2% | +$23.2K | 0.52% | 46 |
|
|
2019
Q2 | $1.15M | Sell |
9,265
-74
| -0.8% | -$8.95K | 0.51% | 47 |
|
|
2019
Q1 | $1.15M | Buy |
9,339
+330
| +4% | +$39K | 0.49% | 54 |
|
|
2018
Q4 | $980K | Sell |
9,009
-285
| -3% | -$33K | 0.49% | 62 |
|
|
2018
Q3 | $1.14M | Sell |
9,294
-135
| -1% | -$16.4K | 0.5% | 61 |
|
|
2018
Q2 | $1.19M | Buy |
9,429
+156
| +2% | +$19.4K | 0.56% | 53 |
|
|
2018
Q1 | $1.06M | Buy |
9,273
+568
| +7% | +$67.9K | 0.56% | 56 |
|
|
2017
Q4 | $1.09M | Buy |
+8,705
| New | +$1.03M | 0.93% | 29 |
|
Other funds holding CVX
VCM
VPM
D.B. Root & Company's CVX Position: Q1 2026 in Review
D.B. Root & Company increased its Chevron (CVX) stake by 4.8% in Q1 2026, buying an estimated $48.1K and bringing the position to 5,816 shares worth $1.2M. The position accounts for 0.29% of the portfolio, ranked #48.
D.B. Root & Company first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.74M in Q4 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- D.B. Root & Company held 5,816 shares of Chevron worth $1.2M as of Q1 2026.
- D.B. Root & Company bought 264 Chevron shares in Q1 2026, an estimated $48.1K.
- Chevron made up 0.29% of D.B. Root & Company's portfolio in Q1 2026, its #48 holding.
- D.B. Root & Company first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
- D.B. Root & Company's Chevron position peaked at $1.74M in Q4 2022.
- 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.