Douglass Winthrop Advisors’s Chevron CVX Stock Holding History

Douglass Winthrop Advisors’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	$5.08M	Buy	24,549 +263	+1%	+$48K	0.09%	78
2025 Q4	$3.7M	Buy	24,286 +447	+2%	+$68.1K	0.06%	87
2025 Q3	$3.7M	Sell	23,839 -3,073	-11%	-$476K	0.06%	89
2025 Q2	$3.85M	Sell	26,912 -677	-2%	-$95.4K	0.07%	86
2025 Q1	$4.62M	Buy	27,589 +49	+0.2%	+$7.67K	0.09%	75
2024 Q4	$3.99M	Buy	27,540 +628	+2%	+$96.1K	0.08%	83
2024 Q3	$3.96M	Buy	26,912 +1,233	+5%	+$184K	0.08%	81
2024 Q2	$4.02M	Sell	25,679 -134	-0.5%	-$21.4K	0.08%	79
2024 Q1	$4.07M	Buy	25,813 +622	+2%	+$93.9K	0.08%	80
2023 Q4	$3.76M	Buy	25,191 +128	+0.5%	+$19.4K	0.08%	77
2023 Q3	$4.23M	Buy	25,063 +1,295	+5%	+$209K	0.1%	72
2023 Q2	$3.74M	Hold	23,768	–	–	0.09%	78
2023 Q1	$3.88M	Buy	23,768 +1,065	+5%	+$179K	0.1%	73
2022 Q4	$4.08M	Sell	22,703 -40	-0.2%	-$6.98K	0.11%	71
2022 Q3	$3.27M	Sell	22,743 -604	-3%	-$92.1K	0.1%	74
2022 Q2	$3.38M	Buy	23,347 +625	+3%	+$103K	0.1%	73
2022 Q1	$3.7M	Buy	22,722 +2,232	+11%	+$320K	0.09%	78
2021 Q4	$2.4M	Sell	20,490 -120	-0.6%	-$13.6K	0.05%	103
2021 Q3	$2.09M	Sell	20,610 -7,299	-26%	-$728K	0.05%	105
2021 Q2	$2.92M	Buy	27,909 +1,158	+4%	+$122K	0.07%	90
2021 Q1	$2.8M	Buy	26,751 +13,733	+105%	+$1.34M	0.08%	90
2020 Q4	$1.1M	Sell	13,018 -1,936	-13%	-$157K	0.03%	119
2020 Q3	$1.08M	Sell	14,954 -4,973	-25%	-$418K	0.04%	119
2020 Q2	$1.78M	Sell	19,927 -1,068	-5%	-$95.6K	0.07%	85
2020 Q1	$1.52M	Sell	20,995 -35,312	-63%	-$3.49M	0.07%	91
2019 Q4	$6.79M	Sell	56,307 -8,184	-13%	-$964K	0.24%	52
2019 Q3	$7.65M	Buy	64,491 +6,044	+10%	+$734K	0.29%	50
2019 Q2	$7.27M	Sell	58,447 -5,615	-9%	-$679K	0.29%	50
2019 Q1	$7.89M	Buy	64,062 +780	+1%	+$92.3K	0.34%	48
2018 Q4	$6.88M	Sell	63,282 -518	-0.8%	-$60K	0.34%	51
2018 Q3	$7.8M	Sell	63,800 -17,380	-21%	-$2.11M	0.34%	49
2018 Q2	$10.3M	Sell	81,180 -5,437	-6%	-$675K	0.46%	42
2018 Q1	$9.88M	Sell	86,617 -4,407	-5%	-$527K	0.48%	40
2017 Q4	$11.4M	Sell	91,024 -3,641	-4%	-$432K	0.62%	38
2017 Q3	$11.1M	Sell	94,665 -5,071	-5%	-$554K	0.65%	37
2017 Q2	$10.4M	Sell	99,736 -7,350	-7%	-$779K	0.63%	36
2017 Q1	$11.5M	Buy	107,086 +3,512	+3%	+$394K	0.72%	37
2016 Q4	$12.2M	Buy	103,574 +7,803	+8%	+$850K	0.82%	34
2016 Q3	$9.86M	Buy	95,771 +995	+1%	+$102K	0.68%	38
2016 Q2	$9.94M	Sell	94,776 -2,680	-3%	-$270K	0.7%	37
2016 Q1	$9.3M	Sell	97,456 -2,700	-3%	-$236K	0.67%	39
2015 Q4	$9.01M	Buy	100,156 +4,325	+5%	+$390K	0.67%	40
2015 Q3	$7.56M	Sell	95,831 -7,180	-7%	-$604K	0.6%	42
2015 Q2	$10.8M	Hold	103,011	–	–	0.84%	35
2015 Q1	$10.8M	Buy	103,011 +27,425	+36%	+$2.93M	0.84%	35
2014 Q4	$8.48M	Sell	75,586 -8,545	-10%	-$971K	0.76%	39
2014 Q3	$10M	Sell	84,131 -2,690	-3%	-$343K	0.93%	36
2014 Q2	$11.3M	Buy	86,821 +376	+0.4%	+$46.8K	1.04%	34
2014 Q1	$10.3M	Buy	86,445 +2,580	+3%	+$300K	1.01%	33
2013 Q4	$10.5M	Buy	83,865 +844	+1%	+$102K	1.09%	32
2013 Q3	$10.1M	Buy	83,021 +1,003	+1%	+$123K	1.17%	32
2013 Q2	$9.71M	Buy	+82,018	New	+$9.91M	1.17%	32

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Douglass Winthrop Advisors's CVX Position: Q1 2026 in Review

Douglass Winthrop Advisors increased its Chevron (CVX) stake by 1.1% in Q1 2026, buying an estimated $48K and bringing the position to 24,549 shares worth $5.08M. The position accounts for 0.09% of the portfolio, ranked #78.

Douglass Winthrop Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.2M in Q4 2016. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Douglass Winthrop Advisors held 24,549 shares of Chevron worth $5.08M as of Q1 2026.
Douglass Winthrop Advisors bought 263 Chevron shares in Q1 2026, an estimated $48K.
Chevron made up 0.09% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #78 holding.
Douglass Winthrop Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Douglass Winthrop Advisors's Chevron position peaked at $12.2M in Q4 2016.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.