Hendershot Investments’s Chevron CVX Stock Holding History

Hendershot Investments’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	$2.63M	Sell	12,691 -20	-0.2%	-$3.65K	0.35%	42
2025 Q4	$1.94M	Buy	12,711 +53	+0.4%	+$8.07K	0.25%	46
2025 Q3	$1.97M	Hold	12,658	–	–	0.25%	46
2025 Q2	$1.81M	Buy	12,658 +180	+1%	+$25.4K	0.24%	49
2025 Q1	$2.09M	Sell	12,478 -155	-1%	-$24.3K	0.28%	47
2024 Q4	$1.83M	Sell	12,633 -50	-0.4%	-$7.65K	0.25%	50
2024 Q3	$1.87M	Buy	12,683 +99	+0.8%	+$14.7K	0.25%	48
2024 Q2	$1.97M	Sell	12,584 -175	-1%	-$27.9K	0.28%	50
2024 Q1	$2.01M	Sell	12,759 -36	-0.3%	-$5.43K	0.29%	50
2023 Q4	$1.91M	Sell	12,795 -168	-1%	-$25.4K	0.29%	49
2023 Q3	$2.19M	Sell	12,963 -1,586	-11%	-$256K	0.37%	45
2023 Q2	$2.29M	Hold	14,549	–	–	0.37%	45
2023 Q1	$2.37M	Sell	14,549 -2,389	-14%	-$401K	0.4%	47
2022 Q4	$3.04M	Sell	16,938 -185	-1%	-$32.3K	0.51%	45
2022 Q3	$2.46M	Sell	17,123 -450	-3%	-$68.6K	0.46%	48
2022 Q2	$2.54M	Sell	17,573 -86	-0.5%	-$14.2K	0.45%	48
2022 Q1	$2.88M	Sell	17,659 -725	-4%	-$104K	0.44%	51
2021 Q4	$2.16M	Buy	18,384 +13,481	+275%	+$1.53M	0.33%	59
2021 Q3	$497K	Hold	4,903	–	–	0.09%	65
2021 Q2	$514K	Sell	4,903 -80	-2%	-$8.45K	0.11%	57
2021 Q1	$522K	Hold	4,983	–	–	0.12%	56
2020 Q4	$421K	Buy	4,983 +421	+9%	+$34.1K	0.11%	58
2020 Q3	$328K	Hold	4,562	–	–	0.09%	60
2020 Q2	$407K	Hold	4,562	–	–	0.13%	48
2020 Q1	$331K	Sell	4,562 -45	-1%	-$4.45K	0.12%	51
2019 Q4	$555K	Buy	4,607 +2,101	+84%	+$247K	0.16%	49
2019 Q3	$297K	Hold	2,506	–	–	0.09%	60
2019 Q2	$312K	Buy	2,506 +371	+17%	+$44.9K	0.1%	57
2019 Q1	$263K	Sell	2,135 -51	-2%	-$6.03K	0.09%	60
2018 Q4	$238K	Sell	2,186 -91	-4%	-$10.5K	0.09%	56
2018 Q3	$278K	Hold	2,277	–	–	0.1%	56
2018 Q2	$288K	Buy	2,277 +65	+3%	+$8.07K	0.11%	55
2018 Q1	$252K	Hold	2,212	–	–	0.1%	57
2017 Q4	$277K	Sell	2,212 -185	-8%	-$21.9K	0.11%	59
2017 Q3	$282K	Sell	2,397 -1,760	-42%	-$192K	0.12%	61
2017 Q2	$434K	Sell	4,157 -110	-3%	-$11.7K	0.19%	54
2017 Q1	$458K	Sell	4,267 -70	-2%	-$7.85K	0.21%	55
2016 Q4	$510K	Sell	4,337 -20	-0.5%	-$2.18K	0.24%	51
2016 Q3	$448K	Buy	4,357 +265	+6%	+$27.1K	0.22%	53
2016 Q2	$429K	Hold	4,092	–	–	0.22%	53
2016 Q1	$390K	Sell	4,092 -75	-2%	-$6.56K	0.2%	53
2015 Q4	$375K	Sell	4,167 -4,208	-50%	-$379K	0.2%	53
2015 Q3	$661K	Sell	8,375 -1,360	-14%	-$114K	0.37%	47
2015 Q2	$939K	Sell	9,735 -275	-3%	-$28.9K	0.49%	44
2015 Q1	$1.05M	Sell	10,010 -380	-4%	-$40.6K	0.55%	42
2014 Q4	$1.17M	Sell	10,390 -55	-0.5%	-$6.25K	0.61%	44
2014 Q3	$1.25M	Sell	10,445 -330	-3%	-$42.1K	0.7%	43
2014 Q2	$1.41M	Buy	10,775 +480	+5%	+$59.7K	0.83%	39
2014 Q1	$1.22M	Sell	10,295 -175	-2%	-$20.4K	0.75%	41
2013 Q4	$1.31M	Sell	10,470 -127	-1%	-$15.4K	0.85%	41
2013 Q3	$1.29M	Sell	10,597 -230	-2%	-$28.3K	0.91%	38
2013 Q2	$1.28M	Buy	+10,827	New	+$1.31M	0.97%	36

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 $295B AUM 31.6% 1-Year Est. Return

Hendershot Investments's CVX Position: Q1 2026 in Review

Hendershot Investments reduced its Chevron (CVX) stake by 0.16% in Q1 2026, selling an estimated $3.65K and leaving 12,691 shares worth $2.63M. The position accounts for 0.35% of the portfolio, ranked #42.

Hendershot Investments first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.04M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Hendershot Investments held 12,691 shares of Chevron worth $2.63M as of Q1 2026.
Hendershot Investments sold 20 Chevron shares in Q1 2026, an estimated $3.65K.
Chevron made up 0.35% of Hendershot Investments's portfolio in Q1 2026, its #42 holding.
Hendershot Investments first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Hendershot Investments's Chevron position peaked at $3.04M in Q4 2022.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.