Edgemoor 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 | $1.15M | Hold |
5,575
| – | – | 0.09% | 94 |
|
|
2025
Q4 | $850K | Sell |
5,575
-648
| -10% | -$98.7K | 0.07% | 101 |
|
|
2025
Q3 | $966K | Buy |
6,223
+530
| +9% | +$82.1K | 0.07% | 102 |
|
|
2025
Q2 | $815K | Hold |
5,693
| – | – | 0.07% | 100 |
|
|
2025
Q1 | $952K | Hold |
5,693
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $825K | Sell |
5,693
-112
| -2% | -$17.1K | 0.07% | 101 |
|
|
2024
Q3 | $855K | Sell |
5,805
-259
| -4% | -$38.6K | 0.07% | 97 |
|
|
2024
Q2 | $949K | Buy |
6,064
+100
| +2% | +$15.9K | 0.09% | 91 |
|
|
2024
Q1 | $941K | Buy |
5,964
+551
| +10% | +$83.1K | 0.09% | 89 |
|
|
2023
Q4 | $807K | Hold |
5,413
| – | – | 0.08% | 94 |
|
|
2023
Q3 | $913K | Sell |
5,413
-198
| -4% | -$32K | 0.11% | 88 |
|
|
2023
Q2 | $883K | Hold |
5,611
| – | – | 0.1% | 90 |
|
|
2023
Q1 | $915K | Sell |
5,611
-907
| -14% | -$152K | 0.11% | 85 |
|
|
2022
Q4 | $1.17M | Buy |
6,518
+1,655
| +34% | +$289K | 0.15% | 84 |
|
|
2022
Q3 | $699K | Sell |
4,863
-602
| -11% | -$91.8K | 0.09% | 90 |
|
|
2022
Q2 | $791K | Buy |
5,465
+16
| +0.3% | +$2.65K | 0.1% | 94 |
|
|
2022
Q1 | $887K | Buy |
5,449
+1,396
| +34% | +$200K | 0.09% | 95 |
|
|
2021
Q4 | $476K | Hold |
4,053
| – | – | 0.05% | 105 |
|
|
2021
Q3 | $411K | Sell |
4,053
-2,065
| -34% | -$206K | 0.05% | 100 |
|
|
2021
Q2 | $641K | Buy |
6,118
+15
| +0.2% | +$1.58K | 0.06% | 90 |
|
|
2021
Q1 | $640K | Buy |
6,103
+223
| +4% | +$21.8K | 0.06% | 87 |
|
|
2020
Q4 | $497K | Buy |
5,880
+16
| +0.3% | +$1.29K | 0.06% | 90 |
|
|
2020
Q3 | $422K | Sell |
5,864
-27
| -0.5% | -$2.27K | 0.05% | 91 |
|
|
2020
Q2 | $526K | Buy |
5,891
+77
| +1% | +$6.89K | 0.07% | 82 |
|
|
2020
Q1 | $421K | Buy |
5,814
+149
| +3% | +$14.7K | 0.07% | 86 |
|
|
2019
Q4 | $683K | Hold |
5,665
| – | – | 0.08% | 88 |
|
|
2019
Q3 | $672K | Sell |
5,665
-164
| -3% | -$19.9K | 0.08% | 89 |
|
|
2019
Q2 | $725K | Sell |
5,829
-265
| -4% | -$32K | 0.09% | 89 |
|
|
2019
Q1 | $751K | Buy |
6,094
+250
| +4% | +$29.6K | 0.1% | 88 |
|
|
2018
Q4 | $636K | Sell |
5,844
-162
| -3% | -$18.8K | 0.09% | 89 |
|
|
2018
Q3 | $734K | Sell |
6,006
-77
| -1% | -$9.34K | 0.09% | 88 |
|
|
2018
Q2 | $769K | Sell |
6,083
-544
| -8% | -$67.5K | 0.1% | 86 |
|
|
2018
Q1 | $756K | Buy |
6,627
+112
| +2% | +$13.4K | 0.1% | 86 |
|
|
2017
Q4 | $860K | Sell |
6,515
-1,128
| -15% | -$134K | 0.11% | 84 |
|
|
2017
Q3 | $898K | Sell |
7,643
-201
| -3% | -$21.9K | 0.12% | 92 |
|
|
2017
Q2 | $818K | Buy |
7,844
+1,307
| +20% | +$138K | 0.11% | 92 |
|
|
2017
Q1 | $702K | Sell |
6,537
-231
| -3% | -$25.9K | 0.1% | 90 |
|
|
2016
Q4 | $797K | Sell |
6,768
-1,284
| -16% | -$140K | 0.12% | 80 |
|
|
2016
Q3 | $829K | Sell |
8,052
-235
| -3% | -$24K | 0.13% | 80 |
|
|
2016
Q2 | $869K | Hold |
8,287
| – | – | 0.14% | 81 |
|
|
2016
Q1 | $791K | Sell |
8,287
-1,348
| -14% | -$118K | 0.12% | 84 |
|
|
2015
Q4 | $867K | Sell |
9,635
-122
| -1% | -$11K | 0.13% | 90 |
|
|
2015
Q3 | $770K | Buy |
9,757
+650
| +7% | +$54.7K | 0.12% | 98 |
|
|
2015
Q2 | $879K | Buy |
9,107
+250
| +3% | +$26.3K | 0.13% | 91 |
|
|
2015
Q1 | $930K | Buy |
8,857
+304
| +4% | +$32.4K | 0.13% | 86 |
|
|
2014
Q4 | $959K | Hold |
8,553
| – | – | 0.14% | 82 |
|
|
2014
Q3 | $1.02M | Buy |
8,553
+294
| +4% | +$37.5K | 0.15% | 85 |
|
|
2014
Q2 | $1.08M | Buy |
8,259
+113
| +1% | +$14.1K | 0.16% | 86 |
|
|
2014
Q1 | $969K | Sell |
8,146
-1,209
| -13% | -$141K | 0.15% | 83 |
|
|
2013
Q4 | $1.17M | Buy |
9,355
+1,152
| +14% | +$139K | 0.19% | 82 |
|
|
2013
Q3 | $997K | Sell |
8,203
-4
| -0% | -$492 | 0.17% | 82 |
|
|
2013
Q2 | $971K | Buy |
+8,207
| New | +$992K | 0.17% | 89 |
|
Other funds holding CVX
VCM
VPM
Edgemoor Investment Advisors's CVX Position: Q1 2026 in Review
Edgemoor Investment Advisors held its Chevron (CVX) position steady in Q1 2026 at 5,575 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #94.
Edgemoor Investment Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.17M in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Edgemoor Investment Advisors held 5,575 shares of Chevron worth $1.15M as of Q1 2026.
- Edgemoor Investment Advisors left its Chevron share count unchanged in Q1 2026.
- Chevron made up 0.09% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #94 holding.
- Edgemoor Investment Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
- Edgemoor Investment Advisors's Chevron position peaked at $1.17M in Q4 2022.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.