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Doheny Asset Management’s Chevron CVX Stock Holding History

Doheny Asset 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 		$1.93M Sell
9,313
-700
-7% -$128K 1.26% 22
2025
Q4 		$1.53M Hold
10,013
– – 0.93% 26
2025
Q3 		$1.55M Hold
10,013
– – 0.99% 27
2025
Q2 		$1.43M Hold
10,013
– – 1% 27
2025
Q1 		$1.68M Hold
10,013
– – 1.31% 25
2024
Q4 		$1.45M Hold
10,013
– – 1.08% 26
2024
Q3 		$1.48M Sell
10,013
-478
-5% -$71.1K 1.01% 29
2024
Q2 		$1.64M Sell
10,491
-8
-0.1% -$1.28K 1.17% 26
2024
Q1 		$1.66M Buy
10,499
+631
+6% +$95.2K 1.36% 26
2023
Q4 		$1.47M Hold
9,868
– – 1.44% 23
2023
Q3 		$1.66M Buy
9,868
+64
+0.7% +$10.3K 1.61% 20
2023
Q2 		$1.54M Sell
9,804
-50
-0.5% -$8.02K 1.32% 23
2023
Q1 		$1.61M Buy
9,854
+1,944
+25% +$326K 1.44% 23
2022
Q4 		$1.42M Sell
7,910
-1,994
-20% -$348K 1.65% 21
2022
Q3 		$1.42M Buy
+9,904
New +$1.51M 1.43% 24
2022
Q1 		$1.64M Sell
10,054
-100
-1% -$14.3K 1.19% 26
2021
Q4 		$1.19M Buy
10,154
+250
+3% +$28.4K 0.84% 37
2021
Q3 		$1M Sell
9,904
-990
-9% -$98.7K 0.72% 48
2021
Q2 		$1.14M Sell
10,894
-1,350
-11% -$143K 0.73% 49
2021
Q1 		$1.28M Buy
12,244
+774
+7% +$75.6K 0.87% 39
2020
Q4 		$969K Sell
11,470
-685
-6% -$55.5K 0.67% 41
2020
Q3 		$875K Sell
12,155
-1,000
-8% -$84.1K 0.72% 41
2020
Q2 		$1.17M Sell
13,155
-3,123
-19% -$280K 1.11% 33
2020
Q1 		$1.96M Hold
16,278
– – 1.55% 23
2019
Q4 		$1.96M Sell
16,278
-1,843
-10% -$217K 1.55% 23
2019
Q3 		$2.15M Sell
18,121
-600
-3% -$72.9K 1.87% 19
2019
Q2 		$2.33M Sell
18,721
-292
-2% -$35.3K 1.95% 15
2019
Q1 		$2.34M Hold
19,013
– – 1.99% 14
2018
Q4 		$2.07M Sell
19,013
-4,100
-18% -$475K 1.51% 24
2018
Q3 		$2.83M Buy
23,113
+975
+4% +$118K 1.48% 22
2018
Q2 		$2.8M Buy
22,138
+1,470
+7% +$182K 1.52% 22
2018
Q1 		$2.36M Sell
20,668
-1,975
-9% -$236K 1.24% 26
2017
Q4 		$2.83M Buy
22,643
+825
+4% +$97.8K 1.32% 23
2017
Q3 		$2.56M Hold
21,818
– – 1.18% 24
2017
Q2 		$2.28M Sell
21,818
-980
-4% -$104K 1.07% 25
2017
Q1 		$2.45M Hold
22,798
– – 1.11% 20
2016
Q4 		$2.68M Buy
22,798
+770
+3% +$83.9K 1.3% 22
2016
Q3 		$2.27M Hold
22,028
– – 1.16% 25
2016
Q2 		$2.31M Sell
22,028
-890
-4% -$89.5K 1.16% 28
2016
Q1 		$2.19M Hold
22,918
– – 1.13% 28
2015
Q4 		$2.06M Hold
22,918
– – 1.01% 32
2015
Q3 		$1.81M Hold
22,918
– – 0.94% 35
2015
Q2 		$2.21M Sell
22,918
-935
-4% -$98.2K 0.99% 29
2015
Q1 		$2.5M Sell
23,853
-300
-1% -$32K 1.16% 29
2014
Q4 		$2.71M Buy
24,153
+3,910
+19% +$444K 1.29% 26
2014
Q3 		$2.42M Buy
20,243
+450
+2% +$57.4K 1.21% 30
2014
Q2 		$2.58M Buy
19,793
+112
+0.6% +$13.9K 1.22% 31
2014
Q1 		$2.34M Sell
19,681
-950
-5% -$110K 1.2% 33
2013
Q4 		$2.58M Sell
20,631
-2,132
-9% -$258K 1.36% 30
2013
Q3 		$2.77M Sell
22,763
-700
-3% -$86K 1.52% 27
2013
Q2 		$2.78M Buy
+23,463
New +$2.84M 1.59% 23

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

Doheny Asset Management's CVX Position: Q1 2026 in Review

Doheny Asset Management reduced its Chevron (CVX) stake by 7% in Q1 2026, selling an estimated $128K and leaving 9,313 shares worth $1.93M. The position accounts for 1.26% of the portfolio, ranked #22.

Doheny Asset Management first reported a position in CVX in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.83M in Q4 2017. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Doheny Asset Management held 9,313 shares of Chevron worth $1.93M as of Q1 2026.
  • Doheny Asset Management sold 700 Chevron shares in Q1 2026, an estimated $128K.
  • Chevron made up 1.26% of Doheny Asset Management's portfolio in Q1 2026, its #22 holding.
  • Doheny Asset Management first reported a position in Chevron in Q2 2013 and has held it in 51 quarters since.
  • Doheny Asset Management's Chevron position peaked at $2.83M in Q4 2017.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.