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Dunhill Financial’s Chevron CVX Stock Holding History

Dunhill Financial’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 		$413K Buy
1,994
+59
+3% +$10.8K 0.1% 85
2025
Q4 		$295K Buy
1,935
+6
+0.3% +$914 0.07% 100
2025
Q3 		$299K Buy
1,929
+1,174
+155% +$182K 0.08% 93
2025
Q2 		$108K Buy
755
+125
+20% +$17.6K 0.03% 156
2025
Q1 		$105K Buy
630
+36
+6% +$5.64K 0.05% 133
2024
Q4 		$86.1K Buy
594
+34
+6% +$5.2K 0.04% 140
2024
Q3 		$82.4K Buy
560
+195
+53% +$29K 0.04% 133
2024
Q2 		$57.1K Buy
365
+40
+12% +$6.38K 0.04% 133
2024
Q1 		$51.3K Sell
325
-60
-16% -$9.05K 0.04% 111
2023
Q4 		$57.4K Buy
+385
New +$58.2K 0.05% 89

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

Dunhill Financial's CVX Position: Q1 2026 in Review

Dunhill Financial increased its Chevron (CVX) stake by 3% in Q1 2026, buying an estimated $10.8K and bringing the position to 1,994 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #85.

Dunhill Financial first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Dunhill Financial held 1,994 shares of Chevron worth $413K as of Q1 2026.
  • Dunhill Financial bought 59 Chevron shares in Q1 2026, an estimated $10.8K.
  • Chevron made up 0.1% of Dunhill Financial's portfolio in Q1 2026, its #85 holding.
  • Dunhill Financial first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.