Donoghue Forlines’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.51M | Sell |
9,120
-4,460
| -33% | -$830K | 0.39% | 99 |
|
|
2026
Q1 | $2.81M | Buy |
13,580
+3,763
| +38% | +$686K | 0.78% | 26 |
|
|
2025
Q4 | $1.5M | Sell |
9,817
-13,369
| -58% | -$2.04M | 0.46% | 73 |
|
|
2025
Q3 | $3.6M | Buy |
23,186
+13,013
| +128% | +$2.02M | 1.11% | 12 |
|
|
2025
Q2 | $1.46M | Buy |
10,173
+643
| +7% | +$90.6K | 0.42% | 85 |
|
|
2025
Q1 | $1.59M | Sell |
9,530
-669
| -7% | -$105K | 0.51% | 59 |
|
|
2024
Q4 | $1.48M | Buy |
10,199
+2,589
| +34% | +$396K | 0.49% | 83 |
|
|
2024
Q3 | $1.12M | Buy |
7,610
+1,170
| +18% | +$174K | 0.32% | 113 |
|
|
2024
Q2 | $1.01M | Buy |
6,440
+270
| +4% | +$43.1K | 0.29% | 89 |
|
|
2024
Q1 | $973K | Sell |
6,170
-737
| -11% | -$111K | 0.28% | 89 |
|
|
2023
Q4 | $1.03M | Buy |
6,907
+476
| +7% | +$72K | 0.32% | 85 |
|
|
2023
Q3 | $1.08M | Buy |
6,431
+125
| +2% | +$20.2K | 0.39% | 86 |
|
|
2023
Q2 | $992K | Sell |
6,306
-2,087
| -25% | -$335K | 0.31% | 80 |
|
|
2023
Q1 | $1.37M | Buy |
8,393
+206
| +3% | +$34.5K | 0.49% | 40 |
|
|
2022
Q4 | $1.47M | Buy |
8,187
+3,591
| +78% | +$627K | 0.52% | 40 |
|
|
2022
Q3 | $660K | Sell |
4,596
-6,406
| -58% | -$977K | 0.24% | 71 |
|
|
2022
Q2 | $1.59M | Sell |
11,002
-1,616
| -13% | -$267K | 0.42% | 38 |
|
|
2022
Q1 | $2.06M | Buy |
12,618
+4,897
| +63% | +$702K | 0.45% | 41 |
|
|
2021
Q4 | $906K | Buy |
+7,721
| New | +$877K | 0.15% | 144 |
|
|
2021
Q1 | – | Sell |
-12,005
| Closed | -$1.01M | – | 234 |
|
|
2020
Q4 | $1.01M | Sell |
12,005
-3,152
| -21% | -$255K | 0.2% | 151 |
|
|
2020
Q3 | $1.09M | Buy |
+15,157
| New | +$1.27M | 0.3% | 112 |
|
|
2020
Q2 | – | Sell |
-9,401
| Closed | -$681K | – | 69 |
|
|
2020
Q1 | $681K | Sell |
9,401
-18,533
| -66% | -$1.83M | 0.15% | 41 |
|
|
2019
Q4 | $3.37M | Sell |
27,934
-8,136
| -23% | -$958K | 0.52% | 40 |
|
|
2019
Q3 | $4.28M | Sell |
36,070
-16,744
| -32% | -$2.03M | 0.61% | 48 |
|
|
2019
Q2 | $6.57M | Buy |
+52,814
| New | +$6.39M | 0.77% | 43 |
|
|
2017
Q4 | – | Sell |
-145,851
| Closed | -$17.1M | – | 123 |
|
|
2017
Q3 | $17.1M | Sell |
145,851
-5,472
| -4% | -$597K | 1.81% | 20 |
|
|
2017
Q2 | $15.8M | Buy |
+151,323
| New | +$16M | 1.79% | 35 |
|
Other funds holding CVX
Donoghue Forlines's CVX Position: Q2 2026 in Review
Donoghue Forlines reduced its Chevron (CVX) stake by 33% in Q2 2026, selling an estimated $830K and leaving 9,120 shares worth $1.51M. The position accounts for 0.39% of the portfolio, ranked #99.
Donoghue Forlines first reported a position in CVX in Q2 2017 and has held it in 27 quarters since. The position peaked at $17.1M in Q3 2017. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Donoghue Forlines held 9,120 shares of Chevron worth $1.51M as of Q2 2026.
- Donoghue Forlines sold 4,460 Chevron shares in Q2 2026, an estimated $830K.
- Chevron made up 0.39% of Donoghue Forlines's portfolio in Q2 2026, its #99 holding.
- Donoghue Forlines first reported a position in Chevron in Q2 2017 and has held it in 27 quarters since.
- Donoghue Forlines's Chevron position peaked at $17.1M in Q3 2017.
- 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.