Hillsdale Investment Management’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 | $325K | Sell |
1,570
-5,390
| -77% | -$983K | 0.01% | 488 |
|
|
2025
Q4 | $1.06M | Sell |
6,960
-15,740
| -69% | -$2.4M | 0.03% | 355 |
|
|
2025
Q3 | $3.53M | Buy |
22,700
+16,600
| +272% | +$2.57M | 0.11% | 256 |
|
|
2025
Q2 | $873K | Buy |
6,100
+4,130
| +210% | +$582K | 0.03% | 322 |
|
|
2025
Q1 | $330K | Sell |
1,970
-790
| -29% | -$124K | 0.02% | 383 |
|
|
2024
Q4 | $400K | Sell |
2,760
-570
| -17% | -$87.2K | 0.02% | 360 |
|
|
2024
Q3 | $490K | Buy |
3,330
+1,045
| +46% | +$156K | 0.04% | 350 |
|
|
2024
Q2 | $357K | Buy |
2,285
+1,150
| +101% | +$183K | 0.03% | 358 |
|
|
2024
Q1 | $179K | Hold |
1,135
| – | – | 0.01% | 385 |
|
|
2023
Q4 | $169K | Hold |
1,135
| – | – | 0.01% | 373 |
|
|
2023
Q3 | $191K | Buy |
1,135
+590
| +108% | +$95.3K | 0.02% | 349 |
|
|
2023
Q2 | $85.8K | Buy |
545
+280
| +106% | +$44.9K | 0.01% | 381 |
|
|
2023
Q1 | $43.2K | Sell |
265
-110
| -29% | -$18.4K | ﹤0.01% | 501 |
|
|
2022
Q4 | $67.3K | Hold |
375
| – | – | 0.01% | 476 |
|
|
2022
Q3 | $54K | Buy |
375
+210
| +127% | +$32K | ﹤0.01% | 462 |
|
|
2022
Q2 | $24K | Sell |
165
-597
| -78% | -$98.7K | ﹤0.01% | 470 |
|
|
2022
Q1 | $124K | Sell |
762
-757
| -50% | -$109K | 0.01% | 424 |
|
|
2021
Q4 | $178K | Buy |
1,519
+1,024
| +207% | +$116K | 0.01% | 410 |
|
|
2021
Q3 | $50K | Hold |
495
| – | – | ﹤0.01% | 483 |
|
|
2021
Q2 | $52K | Buy |
495
+175
| +55% | +$18.5K | ﹤0.01% | 460 |
|
|
2021
Q1 | $34K | Hold |
320
| – | – | ﹤0.01% | 481 |
|
|
2020
Q4 | $27K | Buy |
+320
| New | +$25.9K | ﹤0.01% | 475 |
|
|
2019
Q3 | – | Sell |
-800
| Closed | -$100K | – | 628 |
|
|
2019
Q2 | $100K | Buy |
+800
| New | +$96.7K | 0.01% | 423 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$44K | – | 616 |
|
|
2018
Q4 | $44K | Hold |
400
| – | – | 0.01% | 421 |
|
|
2018
Q3 | $49K | Sell |
400
-1,800
| -82% | -$218K | 0.01% | 302 |
|
|
2018
Q2 | $278K | Buy |
+2,200
| New | +$273K | 0.03% | 291 |
|
|
2015
Q1 | – | Sell |
-750
| Closed | -$84K | – | 522 |
|
|
2014
Q4 | $84K | Hold |
750
| – | – | 0.02% | 413 |
|
|
2014
Q3 | $89K | Hold |
750
| – | – | 0.03% | 394 |
|
|
2014
Q2 | $98K | Hold |
750
| – | – | 0.02% | 388 |
|
|
2014
Q1 | $89K | Hold |
750
| – | – | 0.03% | 390 |
|
|
2013
Q4 | $94K | Sell |
750
-2,000
| -73% | -$242K | 0.03% | 384 |
|
|
2013
Q3 | $334K | Hold |
2,750
| – | – | 0.1% | 164 |
|
|
2013
Q2 | $325K | Buy |
+2,750
| New | +$332K | 0.11% | 149 |
|
Other funds holding CVX
VCM
VPM
Hillsdale Investment Management's CVX Position: Q1 2026 in Review
Hillsdale Investment Management reduced its Chevron (CVX) stake by 77% in Q1 2026, selling an estimated $983K and leaving 1,570 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #488.
Hillsdale Investment Management first reported a position in CVX in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.53M in Q3 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Hillsdale Investment Management held 1,570 shares of Chevron worth $325K as of Q1 2026.
- Hillsdale Investment Management sold 5,390 Chevron shares in Q1 2026, an estimated $983K.
- Chevron made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #488 holding.
- Hillsdale Investment Management first reported a position in Chevron in Q2 2013 and has held it in 33 quarters since.
- Hillsdale Investment Management's Chevron position peaked at $3.53M in Q3 2025.
- 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.