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Fiduciary Group’s Chevron CVX Stock Holding History

Fiduciary Group’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 		$3.34M Sell
16,125
-146
-0.9% -$26.6K 0.28% 79
2025
Q4 		$2.48M Buy
16,271
+307
+2% +$46.8K 0.21% 93
2025
Q3 		$2.48M Buy
15,964
+148
+0.9% +$22.9K 0.22% 96
2025
Q2 		$2.26M Buy
15,816
+51
+0.3% +$7.19K 0.21% 98
2025
Q1 		$2.64M Sell
15,765
-162
-1% -$25.4K 0.26% 91
2024
Q4 		$2.31M Sell
15,927
-228
-1% -$34.9K 0.23% 93
2024
Q3 		$2.38M Buy
16,155
+109
+0.7% +$16.2K 0.24% 92
2024
Q2 		$2.51M Sell
16,046
-556
-3% -$88.7K 0.27% 83
2024
Q1 		$2.62M Buy
16,602
+783
+5% +$118K 0.29% 81
2023
Q4 		$2.36M Sell
15,819
-1,366
-8% -$207K 0.28% 82
2023
Q3 		$2.9M Sell
17,185
-157
-0.9% -$25.4K 0.37% 70
2023
Q2 		$2.73M Buy
17,342
+29
+0.2% +$4.65K 0.34% 75
2023
Q1 		$2.82M Sell
17,313
-265
-2% -$44.4K 0.37% 70
2022
Q4 		$3.16M Buy
17,578
+97
+0.6% +$16.9K 0.42% 64
2022
Q3 		$3.17M Buy
17,481
+307
+2% +$46.8K 0.41% 64
2022
Q2 		$2.74M Buy
17,174
+762
+5% +$126K 0.34% 66
2022
Q1 		$2.68M Buy
16,412
+607
+4% +$87.1K 0.35% 65
2021
Q4 		$1.85M Sell
15,805
-90
-0.6% -$10.2K 0.21% 85
2021
Q3 		$1.81M Sell
15,895
-404
-2% -$40.3K 0.21% 82
2021
Q2 		$1.64M Sell
16,299
-194
-1% -$20.5K 0.19% 87
2021
Q1 		$1.7M Sell
16,493
-377
-2% -$36.8K 0.21% 84
2020
Q4 		$1.55M Sell
16,870
-752
-4% -$60.9K 0.2% 86
2020
Q3 		$1.27M Sell
17,622
-805
-4% -$67.7K 0.19% 86
2020
Q2 		$1.64M Sell
18,427
-416
-2% -$37.2K 0.27% 75
2020
Q1 		$1.36M Sell
18,843
-5,022
-21% -$496K 0.27% 70
2019
Q4 		$2.88M Sell
23,865
-353
-1% -$41.6K 0.46% 53
2019
Q3 		$2.87M Sell
24,218
-1,217
-5% -$148K 0.5% 52
2019
Q2 		$3.17M Sell
25,435
-10
-0% -$1.21K 0.57% 49
2019
Q1 		$3.13M Buy
25,445
+395
+2% +$46.7K 0.58% 49
2018
Q4 		$2.73M Sell
25,050
-350
-1% -$40.5K 0.56% 52
2018
Q3 		$3.11M Buy
25,400
+264
+1% +$32K 0.61% 48
2018
Q2 		$3.18M Sell
25,136
-133
-0.5% -$16.5K 0.67% 47
2018
Q1 		$2.88M Sell
25,269
-92
-0.4% -$11K 0.62% 49
2017
Q4 		$3.17M Sell
25,361
-150
-0.6% -$17.8K 0.68% 46
2017
Q3 		$3M Sell
25,511
-2,469
-9% -$270K 0.67% 48
2017
Q2 		$2.92M Sell
27,980
-218
-0.8% -$23.1K 0.67% 48
2017
Q1 		$3.03M Sell
28,198
-1,406
-5% -$158K 0.72% 46
2016
Q4 		$3.48M Sell
29,604
-104
-0.4% -$11.3K 0.9% 40
2016
Q3 		$3.06M Sell
29,708
-545
-2% -$55.6K 0.83% 43
2016
Q2 		$3.17M Sell
30,253
-963
-3% -$96.9K 0.88% 40
2016
Q1 		$2.98M Sell
31,216
-1,655
-5% -$145K 0.86% 43
2015
Q4 		$2.96M Sell
32,871
-2,930
-8% -$264K 0.88% 40
2015
Q3 		$2.82M Buy
35,801
+95
+0.3% +$8K 0.94% 37
2015
Q2 		$3.44M Buy
+35,706
New +$3.75M 1.08% 29

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

Fiduciary Group's CVX Position: Q1 2026 in Review

Fiduciary Group reduced its Chevron (CVX) stake by 0.9% in Q1 2026, selling an estimated $26.6K and leaving 16,125 shares worth $3.34M. The position accounts for 0.28% of the portfolio, ranked #79.

Fiduciary Group first reported a position in CVX in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.48M in Q4 2016. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Fiduciary Group held 16,125 shares of Chevron worth $3.34M as of Q1 2026.
  • Fiduciary Group sold 146 Chevron shares in Q1 2026, an estimated $26.6K.
  • Chevron made up 0.28% of Fiduciary Group's portfolio in Q1 2026, its #79 holding.
  • Fiduciary Group first reported a position in Chevron in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's Chevron position peaked at $3.48M in Q4 2016.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.