McDaniel Terry & Co’s Chevron CVX Stock Holding History

McDaniel Terry & 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	$2.11M	Buy	10,211 +516	+5%	+$94.1K	0.18%	40
2025 Q4	$1.48M	Sell	9,695 -3,169	-25%	-$483K	0.13%	45
2025 Q3	$2M	Buy	12,864 +26	+0.2%	+$4.03K	0.16%	41
2025 Q2	$1.84M	Buy	12,838 +4	+0%	+$564	0.15%	44
2025 Q1	$2.15M	Buy	12,834 +4	+0%	+$626	0.19%	43
2024 Q4	$1.86M	Buy	12,830 +4	+0%	+$612	0.15%	42
2024 Q3	$1.89M	Buy	12,826 +304	+2%	+$45.2K	0.16%	43
2024 Q2	$1.96M	Sell	12,522 -644	-5%	-$103K	0.17%	41
2024 Q1	$2.08M	Buy	13,166 +175	+1%	+$26.4K	0.18%	41
2023 Q4	$1.94M	Buy	12,991 +108	+0.8%	+$16.3K	0.19%	41
2023 Q3	$2.17M	Buy	12,883 +3,567	+38%	+$576K	0.23%	40
2023 Q2	$1.47M	Buy	9,316 +371	+4%	+$59.5K	0.15%	43
2023 Q1	$1.46M	Buy	8,945 +40	+0.4%	+$6.71K	0.16%	41
2022 Q4	$1.6M	Buy	8,905 +7	+0.1%	+$1.22K	0.19%	38
2022 Q3	$1.28M	Buy	8,898 +7	+0.1%	+$1.07K	0.17%	40
2022 Q2	$1.29M	Sell	8,891 -348	-4%	-$57.5K	0.16%	39
2022 Q1	$1.5M	Sell	9,239 -971	-10%	-$139K	0.16%	40
2021 Q4	$1.2M	Buy	10,210 +911	+10%	+$103K	0.12%	45
2021 Q3	$943K	Buy	9,299 +9	+0.1%	+$898	0.11%	43
2021 Q2	$973K	Buy	9,290 +9	+0.1%	+$950	0.11%	43
2021 Q1	$973K	Buy	9,281 +8	+0.1%	+$781	0.12%	41
2020 Q4	$783K	Buy	9,273 +1,374	+17%	+$111K	0.1%	44
2020 Q3	$569K	Buy	7,899 +11	+0.1%	+$925	0.08%	49
2020 Q2	$704K	Sell	7,888 -17,928	-69%	-$1.61M	0.11%	44
2020 Q1	$1.87M	Buy	25,816 +1,294	+5%	+$128K	0.34%	29
2019 Q4	$2.96M	Sell	24,522 -1,221	-5%	-$144K	0.44%	29
2019 Q3	$3.05M	Buy	25,743 +3,765	+17%	+$457K	0.49%	29
2019 Q2	$2.73M	Buy	21,978 +3	+0%	+$363	0.45%	29
2019 Q1	$2.71M	Buy	21,975 +69	+0.3%	+$8.16K	0.46%	29
2018 Q4	$2.38M	Buy	21,906 +4	+0%	+$463	0.46%	29
2018 Q3	$2.68M	Buy	21,902 +3	+0%	+$364	0.45%	29
2018 Q2	$2.77M	Buy	21,899 +5	+0%	+$621	0.51%	29
2018 Q1	$2.5M	Buy	21,894 +3	+0%	+$359	0.46%	28
2017 Q4	$2.74M	Sell	21,891 -1,647	-7%	-$195K	0.48%	28
2017 Q3	$2.77M	Sell	23,538 -130	-0.5%	-$14.2K	0.52%	28
2017 Q2	$2.47M	Buy	23,668 +8	+0%	+$848	0.48%	29
2017 Q1	$2.54M	Sell	23,660 -48	-0.2%	-$5.38K	0.5%	28
2016 Q4	$2.79M	Sell	23,708 -87	-0.4%	-$9.47K	0.58%	28
2016 Q3	$2.45M	Buy	23,795 +1,540	+7%	+$157K	0.52%	27
2016 Q2	$2.33M	Buy	22,255 +57	+0.3%	+$5.73K	0.52%	27
2016 Q1	$2.12M	Sell	22,198 -187	-0.8%	-$16.4K	0.5%	27
2015 Q4	$2.01M	Buy	22,385 +209	+0.9%	+$18.8K	0.53%	27
2015 Q3	$1.75M	Buy	22,176 +1,027	+5%	+$86.5K	0.49%	26
2015 Q2	$2.04M	Buy	21,149 +66	+0.3%	+$6.93K	0.51%	27
2015 Q1	$2.21M	Buy	21,083 +153	+0.7%	+$16.3K	0.54%	27
2014 Q4	$2.35M	Sell	20,930 -119	-0.6%	-$13.5K	0.55%	27
2014 Q3	$2.51M	Sell	21,049 -89	-0.4%	-$11.4K	0.6%	27
2014 Q2	$2.76M	Buy	21,138 +130	+0.6%	+$16.2K	0.66%	27
2014 Q1	$2.5M	Hold	21,008	–	–	0.63%	28
2013 Q4	$2.62M	Sell	21,008 -58	-0.3%	-$7.01K	0.66%	27
2013 Q3	$2.56M	Buy	21,066 +158	+0.8%	+$19.4K	0.7%	29
2013 Q2	$2.47M	Buy	+20,908	New	+$2.53M	0.73%	29

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

McDaniel Terry & Co's CVX Position: Q1 2026 in Review

McDaniel Terry & Co increased its Chevron (CVX) stake by 5.3% in Q1 2026, buying an estimated $94.1K and bringing the position to 10,211 shares worth $2.11M. The position accounts for 0.18% of the portfolio, ranked #40.

McDaniel Terry & Co first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.05M in Q3 2019. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

McDaniel Terry & Co held 10,211 shares of Chevron worth $2.11M as of Q1 2026.
McDaniel Terry & Co bought 516 Chevron shares in Q1 2026, an estimated $94.1K.
Chevron made up 0.18% of McDaniel Terry & Co's portfolio in Q1 2026, its #40 holding.
McDaniel Terry & Co first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
McDaniel Terry & Co's Chevron position peaked at $3.05M in Q3 2019.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.