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L.J. Altfest & Co’s Chevron CVX Stock Holding History

L.J. Altfest & Co’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 		$733K Sell
3,545
-22
-0.6% -$4.01K 0.08% 178
2025
Q4 		$544K Buy
3,567
+75
+2% +$11.4K 0.06% 214
2025
Q3 		$542K Buy
3,492
+1,036
+42% +$160K 0.06% 219
2025
Q2 		$352K Buy
2,456
+133
+6% +$18.7K 0.04% 264
2025
Q1 		$389K Sell
2,323
-43
-2% -$6.73K 0.05% 244
2024
Q4 		$343K Buy
2,366
+18
+0.8% +$2.75K 0.04% 253
2024
Q3 		$346K Buy
2,348
+180
+8% +$26.8K 0.05% 261
2024
Q2 		$339K Buy
2,168
+62
+3% +$9.89K 0.05% 241
2024
Q1 		$332K Buy
2,106
+3
+0.1% +$453 0.05% 243
2023
Q4 		$314K Buy
2,103
+2
+0.1% +$302 0.05% 247
2023
Q3 		$354K Sell
2,101
-362
-15% -$58.5K 0.06% 216
2023
Q2 		$388K Sell
2,463
-61
-2% -$9.78K 0.06% 211
2023
Q1 		$412K Sell
2,524
-637
-20% -$107K 0.06% 189
2022
Q4 		$567K Buy
3,161
+33
+1% +$5.76K 0.09% 141
2022
Q3 		$449K Buy
3,128
+203
+7% +$31K 0.08% 154
2022
Q2 		$423K Sell
2,925
-3
-0.1% -$496 0.08% 166
2022
Q1 		$477K Buy
2,928
+59
+2% +$8.46K 0.09% 155
2021
Q4 		$337K Sell
2,869
-829
-22% -$94.2K 0.06% 198
2021
Q3 		$375K Sell
3,698
-45
-1% -$4.49K 0.08% 174
2021
Q2 		$392K Buy
3,743
+25
+0.7% +$2.64K 0.08% 170
2021
Q1 		$390K Sell
3,718
-1,203
-24% -$117K 0.09% 174
2020
Q4 		$416K Buy
4,921
+72
+1% +$5.83K 0.1% 153
2020
Q3 		$349K Sell
4,849
-2,457
-34% -$207K 0.09% 155
2020
Q2 		$652K Buy
7,306
+1,692
+30% +$151K 0.19% 90
2020
Q1 		$407K Sell
5,614
-4,384
-44% -$433K 0.13% 114
2019
Q4 		$1.21M Buy
9,998
+1,693
+20% +$199K 0.3% 51
2019
Q3 		$985K Sell
8,305
-116
-1% -$14.1K 0.25% 61
2019
Q2 		$1.05M Buy
8,421
+2,891
+52% +$350K 0.28% 60
2019
Q1 		$681K Sell
5,530
-48
-0.9% -$5.68K 0.17% 84
2018
Q4 		$607K Sell
5,578
-297
-5% -$34.4K 0.17% 84
2018
Q3 		$718K Sell
5,875
-55
-0.9% -$6.67K 0.21% 86
2018
Q2 		$750K Buy
5,930
+6
+0.1% +$745 0.28% 76
2018
Q1 		$676K Sell
5,924
-700
-11% -$83.7K 0.29% 80
2017
Q4 		$829K Buy
6,624
+1,386
+26% +$164K 0.31% 72
2017
Q3 		$615K Sell
5,238
-57
-1% -$6.22K 0.3% 84
2017
Q2 		$552K Sell
5,295
-94
-2% -$9.96K 0.33% 88
2017
Q1 		$579K Sell
5,389
-88
-2% -$9.87K 0.23% 78
2016
Q4 		$645K Sell
5,477
-71
-1% -$7.73K 0.32% 70
2016
Q3 		$571K Buy
5,548
+40
+0.7% +$4.08K 0.38% 70
2016
Q2 		$577K Sell
5,508
-9,127
-62% -$918K 0.4% 73
2016
Q1 		$1.4M Sell
14,635
-2,949
-17% -$258K 1.44% 28
2015
Q4 		$1.58M Sell
17,584
-503
-3% -$45.4K 1.55% 22
2015
Q3 		$1.43M Sell
18,087
-1,059
-6% -$89.1K 1.41% 26
2015
Q2 		$1.85M Sell
19,146
-32
-0.2% -$3.36K 1.69% 16
2015
Q1 		$2.01M Buy
19,178
+3,794
+25% +$405K 1.87% 14
2014
Q4 		$1.73M Buy
15,384
+372
+2% +$42.3K 1.41% 24
2014
Q3 		$1.77M Sell
15,012
-14
-0.1% -$1.79K 1.74% 18
2014
Q2 		$1.96M Buy
15,026
+1,002
+7% +$125K 1.93% 14
2014
Q1 		$1.64M Sell
14,024
-92
-0.7% -$10.7K 1.52% 14
2013
Q4 		$1.76M Buy
+14,116
New +$1.71M 1.5% 16

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

L.J. Altfest & Co's CVX Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Chevron (CVX) stake by 0.62% in Q1 2026, selling an estimated $4.01K and leaving 3,545 shares worth $733K. The position accounts for 0.08% of the portfolio, ranked #178.

L.J. Altfest & Co first reported a position in CVX in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.01M in Q1 2015. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • L.J. Altfest & Co held 3,545 shares of Chevron worth $733K as of Q1 2026.
  • L.J. Altfest & Co sold 22 Chevron shares in Q1 2026, an estimated $4.01K.
  • Chevron made up 0.08% of L.J. Altfest & Co's portfolio in Q1 2026, its #178 holding.
  • L.J. Altfest & Co first reported a position in Chevron in Q4 2013 and has held it in 50 quarters since.
  • L.J. Altfest & Co's Chevron position peaked at $2.01M in Q1 2015.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.