HCM
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Hilton Capital Management’s Chevron CVX Stock Holding History

Hilton Capital 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 		– Sell
-1,563
Closed -$238K – 140
2025
Q4 		$238K Buy
1,563
+12
+0.8% +$1.83K 0.02% 156
2025
Q3 		$241K Sell
1,551
-446
-22% -$69.1K 0.02% 160
2025
Q2 		$286K Sell
1,997
-86
-4% -$12.1K 0.02% 159
2025
Q1 		$348K Buy
+2,083
New +$326K 0.03% 150
2024
Q4 		– Sell
-1,837
Closed -$271K – 170
2024
Q3 		$271K Sell
1,837
-606
-25% -$90.2K 0.02% 160
2024
Q2 		$382K Buy
2,443
+595
+32% +$94.9K 0.03% 146
2024
Q1 		$292K Buy
1,848
+470
+34% +$70.9K 0.03% 151
2023
Q4 		$206K Sell
1,378
-106
-7% -$16K 0.02% 151
2023
Q3 		$250K Sell
1,484
-89
-6% -$14.4K 0.03% 83
2023
Q2 		$248K Buy
1,573
+96
+6% +$15.4K 0.03% 91
2023
Q1 		$265K Hold
1,477
– – 0.03% 76
2022
Q4 		$212K Hold
1,477
– – 0.03% 85
2022
Q3 		$212K Buy
1,477
+10
+0.7% +$1.52K 0.03% 85
2022
Q2 		$212K Sell
1,467
-690
-32% -$114K 0.03% 94
2022
Q1 		$351K Buy
+2,157
New +$309K 0.04% 74
2021
Q4 		– Sell
-126,500
Closed -$12.8M – 129
2021
Q3 		$12.8M Buy
126,500
+5,897
+5% +$588K 1.26% 30
2021
Q2 		$12.6M Sell
120,603
-478
-0.4% -$50.5K 1.34% 31
2021
Q1 		$12.7M Sell
121,081
-102,198
-46% -$9.98M 1.37% 28
2020
Q4 		$18.9M Buy
+223,279
New +$18.1M 2.16% 22
2019
Q4 		– Sell
-80
Closed -$9K – 158
2019
Q3 		$9K Hold
80
– – ﹤0.01% 274
2019
Q2 		$10K Sell
80
-1,186
-94% -$143K ﹤0.01% 304
2019
Q1 		$156K Buy
1,266
+891
+238% +$105K 0.02% 130
2018
Q4 		$41K Sell
375
-157
-30% -$18.2K 0.01% 191
2018
Q3 		$65K Sell
532
-29
-5% -$3.52K 0.01% 169
2018
Q2 		$71K Buy
+561
New +$69.6K 0.01% 188

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

Hilton Capital Management's CVX Position: Q1 2026 in Review

Hilton Capital Management sold out of Chevron (CVX) in Q1 2026, closing a stake of 1,563 shares — an estimated $238K sold.

Hilton Capital Management first reported a position in CVX in Q2 2018 and held it in 25 quarters. The position peaked at $18.9M in Q4 2020. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Hilton Capital Management reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Hilton Capital Management sold 1,563 Chevron shares in Q1 2026, an estimated $238K.
  • Hilton Capital Management first reported a position in Chevron in Q2 2018 and held it in 25 quarters.
  • Hilton Capital Management's Chevron position peaked at $18.9M in Q4 2020.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.