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Delta Investment Management’s Chevron CVX Stock Holding History

Delta Investment Management’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 		$4.07M Buy
19,665
+433
+2% +$79K 0.73% 34
2025
Q4 		$2.93M Buy
19,232
+50
+0.3% +$7.62K 0.51% 44
2025
Q3 		$2.98M Buy
19,182
+1,597
+9% +$247K 0.53% 39
2025
Q2 		$2.52M Sell
17,585
-240
-1% -$33.8K 0.48% 41
2025
Q1 		$2.98M Buy
17,825
+1,175
+7% +$184K 0.6% 37
2024
Q4 		$2.41M Sell
16,650
-493
-3% -$75.5K 0.47% 42
2024
Q3 		$2.52M Sell
17,143
-30
-0.2% -$4.46K 0.51% 36
2024
Q2 		$2.69M Buy
17,173
+186
+1% +$29.7K 0.59% 31
2024
Q1 		$2.68M Buy
16,987
+157
+0.9% +$23.7K 0.61% 31
2023
Q4 		$2.51M Buy
16,830
+425
+3% +$64.3K 0.62% 31
2023
Q3 		$2.77M Buy
16,405
+674
+4% +$109K 0.77% 25
2023
Q2 		$2.48M Sell
15,731
-154
-1% -$24.7K 0.68% 30
2023
Q1 		$2.59M Buy
15,885
+392
+3% +$65.7K 0.74% 25
2022
Q4 		$2.78M Buy
15,493
+32
+0.2% +$5.58K 0.9% 27
2022
Q3 		$2.22M Sell
15,461
-2
-0% -$305 0.96% 29
2022
Q2 		$2.24M Sell
15,463
-8
-0.1% -$1.32K 1.02% 29
2022
Q1 		$2.52M Sell
15,471
-48
-0.3% -$6.88K 0.75% 33
2021
Q4 		$1.82M Buy
15,519
+302
+2% +$34.3K 0.52% 55
2021
Q3 		$1.54M Sell
15,217
-2
-0% -$199 0.49% 59
2021
Q2 		$1.59M Buy
15,219
+3
+0% +$317 0.47% 57
2021
Q1 		$1.59M Sell
15,216
-3,046
-17% -$297K 0.51% 57
2020
Q4 		$1.54M Sell
18,262
-1,875
-9% -$152K 0.5% 62
2020
Q3 		$1.45M Buy
20,137
+1,505
+8% +$127K 0.78% 28
2020
Q2 		$1.66M Buy
18,632
+3,698
+25% +$331K 0.69% 52
2020
Q1 		$1.08M Sell
14,934
-444
-3% -$43.9K 0.83% 26
2019
Q4 		$1.85M Buy
15,378
+13,563
+747% +$1.6M 0.67% 45
2019
Q3 		$215K Sell
1,815
-2,852
-61% -$346K 0.11% 111
2019
Q2 		$580K Buy
+4,667
New +$564K 0.33% 52

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 $295B AUM 31.6% 1-Year Est. Return

Delta Investment Management's CVX Position: Q1 2026 in Review

Delta Investment Management increased its Chevron (CVX) stake by 2.3% in Q1 2026, buying an estimated $79K and bringing the position to 19,665 shares worth $4.07M. The position accounts for 0.73% of the portfolio, ranked #34.

Delta Investment Management first reported a position in CVX in Q2 2019 and has held it in 28 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Delta Investment Management held 19,665 shares of Chevron worth $4.07M as of Q1 2026.
  • Delta Investment Management bought 433 Chevron shares in Q1 2026, an estimated $79K.
  • Chevron made up 0.73% of Delta Investment Management's portfolio in Q1 2026, its #34 holding.
  • Delta Investment Management first reported a position in Chevron in Q2 2019 and has held it in 28 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.