Klingman & Associates’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 | $1.38M | Buy |
6,668
+371
| +6% | +$67.7K | 0.07% | 104 |
|
|
2025
Q4 | $960K | Sell |
6,297
-196
| -3% | -$29.9K | 0.05% | 135 |
|
|
2025
Q3 | $1.01M | Buy |
6,493
+486
| +8% | +$75.3K | 0.05% | 122 |
|
|
2025
Q2 | $860K | Buy |
6,007
+691
| +13% | +$97.4K | 0.05% | 123 |
|
|
2025
Q1 | $889K | Buy |
5,316
+863
| +19% | +$135K | 0.05% | 110 |
|
|
2024
Q4 | $645K | Sell |
4,453
-1,648
| -27% | -$252K | 0.04% | 126 |
|
|
2024
Q3 | $898K | Buy |
6,101
+2,108
| +53% | +$314K | 0.06% | 113 |
|
|
2024
Q2 | $625K | Buy |
3,993
+313
| +9% | +$49.9K | 0.04% | 123 |
|
|
2024
Q1 | $580K | Sell |
3,680
-33
| -0.9% | -$4.98K | 0.04% | 128 |
|
|
2023
Q4 | $554K | Buy |
3,713
+12
| +0.3% | +$1.81K | 0.04% | 121 |
|
|
2023
Q3 | $624K | Buy |
3,701
+219
| +6% | +$35.4K | 0.05% | 121 |
|
|
2023
Q2 | $548K | Buy |
3,482
+22
| +0.6% | +$3.53K | 0.04% | 122 |
|
|
2023
Q1 | $565K | Sell |
3,460
-107
| -3% | -$17.9K | 0.05% | 111 |
|
|
2022
Q4 | $640K | Sell |
3,567
-169
| -5% | -$29.5K | 0.06% | 102 |
|
|
2022
Q3 | $537K | Buy |
3,736
+58
| +2% | +$8.85K | 0.05% | 101 |
|
|
2022
Q2 | $533K | Buy |
3,678
+43
| +1% | +$7.11K | 0.05% | 100 |
|
|
2022
Q1 | $591K | Buy |
+3,635
| New | +$521K | 0.05% | 105 |
|
|
2021
Q2 | – | Sell |
-2,074
| Closed | -$217K | – | 166 |
|
|
2021
Q1 | $217K | Buy |
+2,074
| New | +$203K | 0.02% | 156 |
|
|
2020
Q1 | – | Sell |
-1,990
| Closed | -$240K | – | 124 |
|
|
2019
Q4 | $240K | Buy |
1,990
+29
| +1% | +$3.42K | 0.04% | 124 |
|
|
2019
Q3 | $233K | Hold |
1,961
| – | – | 0.04% | 109 |
|
|
2019
Q2 | $244K | Sell |
1,961
-200
| -9% | -$24.2K | 0.05% | 109 |
|
|
2019
Q1 | $266K | Hold |
2,161
| – | – | 0.05% | 107 |
|
|
2018
Q4 | $235K | Hold |
2,161
| – | – | 0.05% | 96 |
|
|
2018
Q3 | $264K | Hold |
2,161
| – | – | 0.05% | 94 |
|
|
2018
Q2 | $273K | Sell |
2,161
-75
| -3% | -$9.31K | 0.06% | 88 |
|
|
2018
Q1 | $255K | Buy |
2,236
+75
| +3% | +$8.97K | 0.06% | 92 |
|
|
2017
Q4 | $271K | Hold |
2,161
| – | – | 0.06% | 98 |
|
|
2017
Q3 | $254K | Sell |
2,161
-218
| -9% | -$23.8K | 0.06% | 85 |
|
|
2017
Q2 | $248K | Buy |
+2,379
| New | +$252K | 0.07% | 81 |
|
|
2017
Q1 | – | Sell |
-1,912
| Closed | -$225K | – | 96 |
|
|
2016
Q4 | $225K | Sell |
1,912
-295
| -13% | -$32.1K | 0.07% | 89 |
|
|
2016
Q3 | $227K | Hold |
2,207
| – | – | 0.07% | 89 |
|
|
2016
Q2 | $231K | Hold |
2,207
| – | – | 0.07% | 88 |
|
|
2016
Q1 | $211K | Hold |
2,207
| – | – | 0.08% | 93 |
|
|
2015
Q4 | $199K | Sell |
2,207
-38
| -2% | -$3.43K | 0.07% | 111 |
|
|
2015
Q3 | $177K | Hold |
2,245
| – | – | 0.07% | 121 |
|
|
2015
Q2 | $217K | Buy |
2,245
+38
| +2% | +$3.99K | 0.09% | 82 |
|
|
2015
Q1 | $232K | Hold |
2,207
| – | – | 0.1% | 77 |
|
|
2014
Q4 | $247K | Buy |
+2,207
| New | +$251K | 0.1% | 77 |
|
Other funds holding CVX
VCM
VPM
Klingman & Associates's CVX Position: Q1 2026 in Review
Klingman & Associates increased its Chevron (CVX) stake by 5.9% in Q1 2026, buying an estimated $67.7K and bringing the position to 6,668 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #104.
Klingman & Associates first reported a position in CVX in Q4 2014 and has held it in 38 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Klingman & Associates held 6,668 shares of Chevron worth $1.38M as of Q1 2026.
- Klingman & Associates bought 371 Chevron shares in Q1 2026, an estimated $67.7K.
- Chevron made up 0.07% of Klingman & Associates's portfolio in Q1 2026, its #104 holding.
- Klingman & Associates first reported a position in Chevron in Q4 2014 and has held it in 38 quarters since.
- 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.