Haverford Financial Services’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 | $5.8M | Sell |
28,054
-121
| -0.4% | -$22.1K | 1.73% | 24 |
|
|
2025
Q4 | $4.29M | Buy |
28,175
+21
| +0.1% | +$3.2K | 1.2% | 29 |
|
|
2025
Q3 | $4.37M | Sell |
28,154
-233
| -0.8% | -$36.1K | 1.23% | 30 |
|
|
2025
Q2 | $4.06M | Sell |
28,387
-44
| -0.2% | -$6.2K | 1.2% | 30 |
|
|
2025
Q1 | $4.76M | Sell |
28,431
-430
| -1% | -$67.3K | 1.47% | 29 |
|
|
2024
Q4 | $4.18M | Sell |
28,861
-27,709
| -49% | -$4.24M | 1.27% | 28 |
|
|
2024
Q3 | $8.33M | Sell |
56,570
-3
| -0% | -$447 | 2.38% | 21 |
|
|
2024
Q2 | $8.85M | Sell |
56,573
-78
| -0.1% | -$12.4K | 2.65% | 17 |
|
|
2024
Q1 | $8.94M | Sell |
56,651
-191
| -0.3% | -$28.8K | 2.57% | 19 |
|
|
2023
Q4 | $8.48M | Buy |
56,842
+169
| +0.3% | +$25.6K | 2.54% | 19 |
|
|
2023
Q3 | $9.56M | Buy |
56,673
+18,557
| +49% | +$3M | 3.08% | 15 |
|
|
2023
Q2 | $6M | Buy |
38,116
+637
| +2% | +$102K | 1.79% | 29 |
|
|
2023
Q1 | $6.12M | Buy |
+37,479
| New | +$6.28M | 1.91% | 29 |
|
|
2020
Q1 | – | Sell |
-2,420
| Closed | -$292K | – | 68 |
|
|
2019
Q4 | $292K | Buy |
+2,420
| New | +$285K | 0.09% | 63 |
|
|
2018
Q2 | – | Sell |
-2,209
| Closed | -$252K | – | 80 |
|
|
2018
Q1 | $252K | Sell |
2,209
-126
| -5% | -$15.1K | 0.1% | 78 |
|
|
2017
Q4 | $292K | Buy |
2,335
+85
| +4% | +$10.1K | 0.11% | 75 |
|
|
2017
Q3 | $264K | Hold |
2,250
| – | – | 0.1% | 62 |
|
|
2017
Q2 | $235K | Sell |
2,250
-53
| -2% | -$5.62K | 0.1% | 55 |
|
|
2017
Q1 | $247K | Buy |
2,303
+16
| +0.7% | +$1.79K | 0.1% | 53 |
|
|
2016
Q4 | $269K | Hold |
2,287
| – | – | 0.11% | 52 |
|
|
2016
Q3 | $235K | Sell |
2,287
-21
| -0.9% | -$2.14K | 0.1% | 55 |
|
|
2016
Q2 | $242K | Sell |
2,308
-45
| -2% | -$4.53K | 0.1% | 58 |
|
|
2016
Q1 | $224K | Sell |
2,353
-56,023
| -96% | -$4.9M | 0.09% | 58 |
|
|
2015
Q4 | $5.25M | Sell |
58,376
-4,627
| -7% | -$417K | 2.24% | 28 |
|
|
2015
Q3 | $4.97M | Buy |
63,003
+13,784
| +28% | +$1.16M | 2.29% | 27 |
|
|
2015
Q2 | $4.75M | Sell |
49,219
-2,369
| -5% | -$249K | 2.01% | 27 |
|
|
2015
Q1 | $5.42M | Sell |
51,588
-506
| -1% | -$54K | 2.2% | 25 |
|
|
2014
Q4 | $5.84M | Sell |
52,094
-1,215
| -2% | -$138K | 2.39% | 25 |
|
|
2014
Q3 | $6.36M | Buy |
53,309
+672
| +1% | +$85.8K | 2.85% | 23 |
|
|
2014
Q2 | $6.86M | Sell |
52,637
-307
| -0.6% | -$38.2K | 3.01% | 21 |
|
|
2014
Q1 | $6.29M | Buy |
52,944
+1,555
| +3% | +$181K | 2.87% | 25 |
|
|
2013
Q4 | $6.42M | Buy |
51,389
+2,619
| +5% | +$317K | 3.03% | 22 |
|
|
2013
Q3 | $5.93M | Buy |
48,770
+54
| +0.1% | +$6.64K | 3.26% | 19 |
|
|
2013
Q2 | $5.76M | Buy |
+48,716
| New | +$5.89M | 3.25% | 19 |
|
Other funds holding CVX
VCM
VPM
Haverford Financial Services's CVX Position: Q1 2026 in Review
Haverford Financial Services reduced its Chevron (CVX) stake by 0.43% in Q1 2026, selling an estimated $22.1K and leaving 28,054 shares worth $5.8M. The position accounts for 1.73% of the portfolio, ranked #24.
Haverford Financial Services first reported a position in CVX in Q2 2013 and has held it in 34 quarters since. The position peaked at $9.56M in Q3 2023. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Haverford Financial Services held 28,054 shares of Chevron worth $5.8M as of Q1 2026.
- Haverford Financial Services sold 121 Chevron shares in Q1 2026, an estimated $22.1K.
- Chevron made up 1.73% of Haverford Financial Services's portfolio in Q1 2026, its #24 holding.
- Haverford Financial Services first reported a position in Chevron in Q2 2013 and has held it in 34 quarters since.
- Haverford Financial Services's Chevron position peaked at $9.56M in Q3 2023.
- 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Haverford Financial Services's 13F filing for Q1 2026, filed 11 May 2026.