Dumont & Blake Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $874K | Sell |
4,225
-3,030
| -42% | -$553K | 0.22% | 111 |
|
|
2025
Q4 | $1.11M | Sell |
7,255
-1
| -0% | -$152 | 0.27% | 91 |
|
|
2025
Q3 | $1.13M | Sell |
7,256
-1,158
| -14% | -$179K | 0.27% | 87 |
|
|
2025
Q2 | $1.2M | Buy |
8,414
+24
| +0.3% | +$3.38K | 0.31% | 80 |
|
|
2025
Q1 | $1.4M | Sell |
8,390
-424
| -5% | -$66.4K | 0.39% | 68 |
|
|
2024
Q4 | $1.28M | Sell |
8,814
-678
| -7% | -$104K | 0.34% | 74 |
|
|
2024
Q3 | $1.4M | Sell |
9,492
-9,904
| -51% | -$1.47M | 0.37% | 72 |
|
|
2024
Q2 | $3.03M | Buy |
19,396
+9,599
| +98% | +$1.53M | 0.43% | 65 |
|
|
2024
Q1 | $1.55M | Sell |
9,797
-35
| -0.4% | -$5.28K | 0.44% | 61 |
|
|
2023
Q4 | $1.47M | Sell |
9,832
-433
| -4% | -$65.5K | 0.45% | 58 |
|
|
2023
Q3 | $1.73M | Buy |
10,265
+126
| +1% | +$20.4K | 0.59% | 45 |
|
|
2023
Q2 | $1.59M | Sell |
10,139
-228
| -2% | -$36.6K | 0.52% | 49 |
|
|
2023
Q1 | $1.69M | Sell |
10,367
-1,035
| -9% | -$174K | 0.57% | 46 |
|
|
2022
Q4 | $2.05M | Sell |
11,402
-42
| -0.4% | -$7.33K | 0.72% | 37 |
|
|
2022
Q3 | $1.64M | Buy |
11,444
+32
| +0.3% | +$4.88K | 0.62% | 44 |
|
|
2022
Q2 | $1.65M | Sell |
11,412
-15
| -0.1% | -$2.48K | 0.54% | 52 |
|
|
2022
Q1 | $1.86M | Sell |
11,427
-141
| -1% | -$20.2K | 0.51% | 52 |
|
|
2021
Q4 | $1.36M | Hold |
11,568
| – | – | 0.35% | 83 |
|
|
2021
Q3 | $1.17M | Sell |
11,568
-110
| -0.9% | -$11K | 0.34% | 83 |
|
|
2021
Q2 | $1.22M | Buy |
11,678
+45
| +0.4% | +$4.75K | 0.35% | 84 |
|
|
2021
Q1 | $1.22M | Buy |
11,633
+90
| +0.8% | +$8.79K | 0.37% | 81 |
|
|
2020
Q4 | $975K | Sell |
11,543
-282
| -2% | -$22.8K | 0.33% | 85 |
|
|
2020
Q3 | $851K | Buy |
11,825
+55
| +0.5% | +$4.63K | 0.32% | 93 |
|
|
2020
Q2 | $1.05M | Sell |
11,770
-120
| -1% | -$10.7K | 0.44% | 69 |
|
|
2020
Q1 | $862K | Sell |
11,890
-230
| -2% | -$22.7K | 0.44% | 67 |
|
|
2019
Q4 | $1.46M | Hold |
12,120
| – | – | 0.57% | 49 |
|
|
2019
Q3 | $1.44M | Sell |
12,120
-35
| -0.3% | -$4.25K | 0.6% | 46 |
|
|
2019
Q2 | $1.51M | Buy |
12,155
+50
| +0.4% | +$6.05K | 0.63% | 43 |
|
|
2019
Q1 | $1.49M | Sell |
12,105
-25
| -0.2% | -$2.96K | 0.63% | 47 |
|
|
2018
Q4 | $1.32M | Sell |
12,130
-645
| -5% | -$74.7K | 0.62% | 47 |
|
|
2018
Q3 | $1.56M | Buy |
12,775
+575
| +5% | +$69.8K | 0.61% | 46 |
|
|
2018
Q2 | $1.54M | Sell |
12,200
-125
| -1% | -$15.5K | 0.65% | 44 |
|
|
2018
Q1 | $1.41M | Sell |
12,325
-50
| -0.4% | -$5.98K | 0.6% | 48 |
|
|
2017
Q4 | $1.55M | Sell |
12,375
-140
| -1% | -$16.6K | 0.63% | 44 |
|
|
2017
Q3 | $1.47M | Sell |
12,515
-82
| -0.7% | -$8.95K | 0.63% | 46 |
|
|
2017
Q2 | $1.31M | Sell |
12,597
-115
| -0.9% | -$12.2K | 0.58% | 51 |
|
|
2017
Q1 | $1.36M | Sell |
12,712
-45
| -0.4% | -$5.05K | 0.62% | 48 |
|
|
2016
Q4 | $1.5M | Buy |
12,757
+60
| +0.5% | +$6.53K | 0.7% | 41 |
|
|
2016
Q3 | $1.31M | Sell |
12,697
-45
| -0.4% | -$4.59K | 0.64% | 45 |
|
|
2016
Q2 | $1.34M | Sell |
12,742
-225
| -2% | -$22.6K | 0.67% | 45 |
|
|
2016
Q1 | $1.24M | Sell |
12,967
-160
| -1% | -$14K | 0.64% | 49 |
|
|
2015
Q4 | $1.18M | Sell |
13,127
-18
| -0.1% | -$1.62K | 0.6% | 55 |
|
|
2015
Q3 | $1.04M | Sell |
13,145
-2,263
| -15% | -$190K | 0.56% | 67 |
|
|
2015
Q2 | $1.49M | Buy |
15,408
+40
| +0.3% | +$4.2K | 0.73% | 45 |
|
|
2015
Q1 | $1.61M | Buy |
15,368
+202
| +1% | +$21.6K | 0.78% | 46 |
|
|
2014
Q4 | $1.7M | Buy |
15,166
+1,015
| +7% | +$115K | 0.84% | 37 |
|
|
2014
Q3 | $1.69M | Sell |
14,151
-50
| -0.4% | -$6.38K | 0.87% | 33 |
|
|
2014
Q2 | $1.85M | Sell |
14,201
-310
| -2% | -$38.6K | 0.93% | 31 |
|
|
2014
Q1 | $1.73M | Sell |
14,511
-430
| -3% | -$50K | 0.9% | 35 |
|
|
2013
Q4 | $1.87M | Sell |
14,941
-1,371
| -8% | -$166K | 0.96% | 29 |
|
|
2013
Q3 | $1.98M | Sell |
16,312
-175
| -1% | -$21.5K | 0.94% | 30 |
|
|
2013
Q2 | $1.95M | Buy |
+16,487
| New | +$1.99M | 1.17% | 25 |
|
Other funds holding CVX
VCM
VPM
Dumont & Blake Investment Advisors's CVX Position: Q1 2026 in Review
Dumont & Blake Investment Advisors reduced its Chevron (CVX) stake by 42% in Q1 2026, selling an estimated $553K and leaving 4,225 shares worth $874K. The position accounts for 0.22% of the portfolio, ranked #111.
Dumont & Blake Investment Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.03M in Q2 2024. 4,264 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Dumont & Blake Investment Advisors held 4,225 shares of Chevron worth $874K as of Q1 2026.
- Dumont & Blake Investment Advisors sold 3,030 Chevron shares in Q1 2026, an estimated $553K.
- Chevron made up 0.22% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #111 holding.
- Dumont & Blake Investment Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
- Dumont & Blake Investment Advisors's Chevron position peaked at $3.03M in Q2 2024.
- 4,264 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.