F.L. Putnam Investment Management’s Chevron CVX Stock Holding History

F.L. Putnam Investment Management’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	$20.6M	Buy	99,695 +667	+0.7%	+$122K	0.31%	61
2025 Q4	$15.1M	Sell	99,028 -1,932	-2%	-$294K	0.22%	82
2025 Q3	$15.7M	Buy	100,960 +9,552	+10%	+$1.48M	0.23%	77
2025 Q2	$13.1M	Sell	91,408 -6,403	-7%	-$903K	0.22%	90
2025 Q1	$16.4M	Buy	97,811 +2,038	+2%	+$319K	0.31%	71
2024 Q4	$13.9M	Sell	95,773 -102,793	-52%	-$15.7M	0.25%	81
2024 Q3	$14.2M	Buy	198,566 +95,581	+93%	+$14.2M	0.25%	81
2024 Q2	$16.1M	Buy	102,985 +22,864	+29%	+$3.65M	0.3%	67
2024 Q1	$12.6M	Buy	80,121 +10,908	+16%	+$1.65M	0.27%	79
2023 Q4	$10.3M	Sell	69,213 -9,188	-12%	-$1.39M	0.24%	90
2023 Q3	$13.2M	Buy	78,401 +12,323	+19%	+$1.99M	0.37%	64
2023 Q2	$10.4M	Buy	66,078 +4,032	+6%	+$646K	0.28%	81
2023 Q1	$10.1M	Buy	62,046 +11,953	+24%	+$2M	0.33%	73
2022 Q4	$8.99M	Buy	50,093 +1,012	+2%	+$177K	0.33%	76
2022 Q3	$7.05M	Buy	49,081 +3,429	+8%	+$523K	0.27%	87
2022 Q2	$6.61M	Buy	45,652 +4,585	+11%	+$758K	0.24%	96
2022 Q1	$6.69M	Buy	41,067 +5,307	+15%	+$761K	0.21%	97
2021 Q4	$4.2M	Buy	35,760 +10,654	+42%	+$1.21M	0.13%	124
2021 Q3	$2.55M	Buy	25,106 +1,343	+6%	+$134K	0.09%	153
2021 Q2	$2.49M	Sell	23,763 -3,998	-14%	-$422K	0.09%	149
2021 Q1	$2.91M	Sell	27,761 -24,816	-47%	-$2.42M	0.13%	130
2020 Q4	$4.44M	Buy	52,577 +32,285	+159%	+$2.61M	0.21%	96
2020 Q3	$1.46M	Sell	20,292 -24,779	-55%	-$2.08M	0.08%	127
2020 Q2	$4.02M	Buy	45,071 +25,966	+136%	+$2.32M	0.24%	87
2020 Q1	$1.38M	Sell	19,105 -20,325	-52%	-$2.01M	0.11%	124
2019 Q4	$4.75M	Sell	39,430 -12,925	-25%	-$1.52M	0.29%	88
2019 Q3	$6.21M	Buy	52,355 +10,357	+25%	+$1.26M	0.44%	67
2019 Q2	$5.23M	Buy	41,998 +28,151	+203%	+$3.4M	0.42%	72
2019 Q1	$1.71M	Sell	13,847 -1,830	-12%	-$217K	0.14%	108
2018 Q4	$1.71M	Buy	15,677 +400	+3%	+$46.3K	0.19%	104
2018 Q3	$1.87M	Sell	15,277 -28,606	-65%	-$3.47M	0.17%	116
2018 Q2	$5.55M	Sell	43,883 -11,711	-21%	-$1.45M	0.54%	61
2018 Q1	$6.34M	Buy	55,594 +7,859	+16%	+$939K	0.58%	55
2017 Q4	$5.98M	Sell	47,735 -1,974	-4%	-$234K	0.55%	63
2017 Q3	$5.84M	Buy	+49,709	New	+$5.43M	0.56%	60
2017 Q1	$4.94M	Sell	46,024 -2,710	-6%	-$304K	0.51%	64
2016 Q4	$5.74M	Sell	48,734 -561	-1%	-$61.1K	0.66%	48
2016 Q3	$5.07M	Buy	49,295 +2,059	+4%	+$210K	0.58%	57
2016 Q2	$4.95M	Buy	47,236 +1,691	+4%	+$170K	0.59%	56
2016 Q1	$4.34M	Buy	45,545 +22,669	+99%	+$1.98M	0.52%	57
2015 Q4	$2.06M	Buy	22,876 +15,507	+210%	+$1.4M	0.24%	78
2015 Q3	$581K	Buy	7,369 +65	+0.9%	+$5.47K	0.07%	128
2015 Q2	$705K	Buy	7,304 +200	+3%	+$21K	0.08%	127
2015 Q1	$746K	Sell	7,104 -14,370	-67%	-$1.53M	0.08%	126
2014 Q4	$2.41M	Sell	21,474 -12,340	-36%	-$1.4M	0.28%	82
2014 Q3	$4.04M	Buy	33,814 +542	+2%	+$69.2K	0.47%	67
2014 Q2	$4.34M	Sell	33,272 -5,230	-14%	-$651K	0.5%	68
2014 Q1	$4.58M	Sell	38,502 -24,109	-39%	-$2.8M	0.55%	62
2013 Q4	$7.82M	Sell	62,611 -3,015	-5%	-$364K	0.94%	33
2013 Q3	$7.97M	Buy	65,626 +471	+0.7%	+$57.9K	1.06%	32
2013 Q2	$7.71M	Buy	+65,155	New	+$7.87M	1.1%	31

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 $336B AUM 34.66% 1-Year Est. Return

F.L. Putnam Investment Management's CVX Position: Q1 2026 in Review

F.L. Putnam Investment Management increased its Chevron (CVX) stake by 0.67% in Q1 2026, buying an estimated $122K and bringing the position to 99,695 shares worth $20.6M. The position accounts for 0.31% of the portfolio, ranked #61.

F.L. Putnam Investment Management first reported a position in CVX in Q2 2013 and has held it in 51 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

F.L. Putnam Investment Management held 99,695 shares of Chevron worth $20.6M as of Q1 2026.
F.L. Putnam Investment Management bought 667 Chevron shares in Q1 2026, an estimated $122K.
Chevron made up 0.31% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #61 holding.
F.L. Putnam Investment Management first reported a position in Chevron in Q2 2013 and has held it in 51 quarters since.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.