DLCIG
CVX icon

D.L. Carlson Investment Group’s Chevron CVX Stock Holding History

D.L. Carlson Investment Group’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
Q1 		$586K Sell
2,834
-19
-0.7% -$3.46K 0.1% 100
2025
Q4 		$435K Sell
2,853
-13
-0.5% -$1.98K 0.07% 112
2025
Q3 		$445K Buy
2,866
+921
+47% +$143K 0.07% 114
2025
Q2 		$279K Sell
1,945
-1,230
-39% -$173K 0.05% 121
2025
Q1 		$531K Sell
3,175
-99
-3% -$15.5K 0.1% 111
2024
Q4 		$474K Buy
3,274
+862
+36% +$132K 0.08% 114
2024
Q3 		$355K Sell
2,412
-1,014
-30% -$151K 0.06% 125
2024
Q2 		$536K Sell
3,426
-138
-4% -$22K 0.1% 111
2024
Q1 		$562K Buy
3,564
+145
+4% +$21.9K 0.11% 111
2023
Q4 		$528K Sell
3,419
-94
-3% -$14.2K 0.11% 109
2023
Q3 		$592K Sell
3,513
-160
-4% -$25.8K 0.12% 100
2023
Q2 		$578K Sell
3,673
-35
-0.9% -$5.61K 0.11% 103
2023
Q1 		$605K Buy
3,708
+885
+31% +$148K 0.14% 93
2022
Q4 		$507K Sell
2,823
-764
-21% -$133K 0.11% 96
2022
Q3 		$515K Sell
3,587
-130
-3% -$19.8K 0.11% 96
2022
Q2 		$538K Hold
3,717
– – 0.11% 99
2022
Q1 		$605K Sell
3,717
-100
-3% -$14.3K 0.1% 103
2021
Q4 		$448K Buy
3,817
+300
+9% +$34.1K 0.07% 109
2021
Q3 		$357K Buy
3,517
+121
+4% +$12.1K 0.06% 113
2021
Q2 		$356K Sell
3,396
-40
-1% -$4.22K 0.06% 118
2021
Q1 		$360K Sell
3,436
-55
-2% -$5.37K 0.07% 117
2020
Q4 		$295K Sell
3,491
-4,093
-54% -$331K 0.05% 120
2020
Q3 		$546K Sell
7,584
-2,310
-23% -$194K 0.12% 97
2020
Q2 		$883K Buy
9,894
+17
+0.2% +$1.52K 0.26% 83
2020
Q1 		$716K Sell
9,877
-10,814
-52% -$1.07M 0.27% 88
2019
Q4 		$2.49M Sell
20,691
-825
-4% -$97.2K 0.72% 49
2019
Q3 		$2.55M Sell
21,516
-3,074
-13% -$373K 0.8% 49
2019
Q2 		$3.06M Sell
24,590
-3,564
-13% -$431K 0.94% 38
2019
Q1 		$3.47M Sell
28,154
-19
-0.1% -$2.25K 1.01% 36
2018
Q4 		$3.06M Buy
28,173
+717
+3% +$83.1K 1.02% 38
2018
Q3 		$3.36M Buy
27,456
+266
+1% +$32.3K 0.95% 41
2018
Q2 		$3.44M Buy
27,190
+5,876
+28% +$729K 1.05% 41
2018
Q1 		$2.43M Sell
21,314
-1,730
-8% -$207K 0.77% 53
2017
Q4 		$2.88M Buy
23,044
+628
+3% +$74.5K 0.85% 50
2017
Q3 		$2.63M Sell
22,416
-140
-0.6% -$15.3K 0.82% 51
2017
Q2 		$2.35M Sell
22,556
-73
-0.3% -$7.73K 0.69% 63
2017
Q1 		$2.43M Sell
22,629
-201
-0.9% -$22.5K 0.83% 57
2016
Q4 		$2.69M Sell
22,830
-94
-0.4% -$10.2K 0.92% 49
2016
Q3 		$2.36M Sell
22,924
-4,035
-15% -$412K 0.82% 60
2016
Q2 		$2.83M Sell
26,959
-194
-0.7% -$19.5K 1.01% 49
2016
Q1 		$2.59M Sell
27,153
-275
-1% -$24.1K 0.96% 48
2015
Q4 		$2.47M Sell
27,428
-2
-0% -$180 0.92% 47
2015
Q3 		$2.16M Sell
27,430
-3,645
-12% -$307K 0.87% 48
2015
Q2 		$3M Sell
31,075
-1,005
-3% -$106K 1.08% 33
2015
Q1 		$3.37M Sell
32,080
-170
-0.5% -$18.1K 1.2% 26
2014
Q4 		$3.62M Sell
32,250
-25
-0.1% -$2.84K 1.31% 24
2014
Q3 		$3.85M Buy
32,275
+310
+1% +$39.6K 1.44% 18
2014
Q2 		$4.17M Sell
31,965
-350
-1% -$43.5K 1.52% 16
2014
Q1 		$3.84M Sell
32,315
-3,179
-9% -$370K 1.44% 18
2013
Q4 		$4.43M Sell
35,494
-2,412
-6% -$292K 1.62% 15
2013
Q3 		$4.61M Sell
37,906
-333
-0.9% -$40.9K 1.77% 13
2013
Q2 		$4.53M Buy
+38,239
New +$4.62M 1.82% 14

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

D.L. Carlson Investment Group's CVX Position: Q1 2026 in Review

D.L. Carlson Investment Group reduced its Chevron (CVX) stake by 0.67% in Q1 2026, selling an estimated $3.46K and leaving 2,834 shares worth $586K. The position accounts for 0.1% of the portfolio, ranked #100.

D.L. Carlson Investment Group first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.61M in Q3 2013. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • D.L. Carlson Investment Group held 2,834 shares of Chevron worth $586K as of Q1 2026.
  • D.L. Carlson Investment Group sold 19 Chevron shares in Q1 2026, an estimated $3.46K.
  • Chevron made up 0.1% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #100 holding.
  • D.L. Carlson Investment Group first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • D.L. Carlson Investment Group's Chevron position peaked at $4.61M in Q3 2013.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.