DF
CVX icon

Donoghue Forlines’s Chevron CVX Stock Holding History

Donoghue Forlines’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 		$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

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

Donoghue Forlines's CVX Position: Q1 2026 in Review

Donoghue Forlines increased its Chevron (CVX) stake by 38% in Q1 2026, buying an estimated $686K and bringing the position to 13,580 shares worth $2.81M. The position accounts for 0.78% of the portfolio, ranked #26.

Donoghue Forlines first reported a position in CVX in Q2 2017 and has held it in 26 quarters since. The position peaked at $17.1M in Q3 2017. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Donoghue Forlines held 13,580 shares of Chevron worth $2.81M as of Q1 2026.
  • Donoghue Forlines bought 3,763 Chevron shares in Q1 2026, an estimated $686K.
  • Chevron made up 0.78% of Donoghue Forlines's portfolio in Q1 2026, its #26 holding.
  • Donoghue Forlines first reported a position in Chevron in Q2 2017 and has held it in 26 quarters since.
  • Donoghue Forlines's Chevron position peaked at $17.1M in Q3 2017.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.