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North Star Investment Management’s Chevron CVX Stock Holding History

North Star Investment 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 		$4.87M Buy
23,549
+858
+4% +$156K 0.3% 74
2025
Q4 		$3.46M Buy
22,691
+141
+0.6% +$21.5K 0.22% 104
2025
Q3 		$3.5M Sell
22,550
-450
-2% -$69.7K 0.23% 100
2025
Q2 		$3.29M Buy
23,000
+74
+0.3% +$10.4K 0.23% 107
2025
Q1 		$3.84M Buy
22,926
+342
+2% +$53.5K 0.28% 85
2024
Q4 		$3.27M Buy
22,584
+43
+0.2% +$6.58K 0.23% 108
2024
Q3 		$3.32M Buy
22,541
+345
+2% +$51.4K 0.23% 110
2024
Q2 		$3.47M Sell
22,196
-595
-3% -$94.9K 0.25% 97
2024
Q1 		$3.6M Sell
22,791
-1,175
-5% -$177K 0.26% 103
2023
Q4 		$3.57M Buy
23,966
+5,485
+30% +$830K 0.27% 97
2023
Q3 		$3.12M Sell
18,481
-785
-4% -$127K 0.26% 98
2023
Q2 		$3.03M Buy
19,266
+122
+0.6% +$19.6K 0.25% 105
2023
Q1 		$3.12M Buy
19,144
+802
+4% +$134K 0.26% 104
2022
Q4 		$3.29M Buy
18,342
+115
+0.6% +$20.1K 0.29% 88
2022
Q3 		$2.62M Buy
18,227
+92
+0.5% +$14K 0.26% 99
2022
Q2 		$2.63M Buy
18,135
+197
+1% +$32.6K 0.24% 106
2022
Q1 		$2.92M Buy
17,938
+6
+0% +$860 0.23% 104
2021
Q4 		$2.1M Buy
17,932
+365
+2% +$41.5K 0.15% 144
2021
Q3 		$1.78M Buy
17,567
+475
+3% +$47.4K 0.14% 156
2021
Q2 		$1.79M Buy
17,092
+417
+3% +$44K 0.14% 156
2021
Q1 		$1.75M Buy
16,675
+760
+5% +$74.2K 0.16% 146
2020
Q4 		$1.34M Sell
15,915
-910
-5% -$73.7K 0.14% 166
2020
Q3 		$1.21M Buy
16,825
+1,178
+8% +$99.1K 0.14% 156
2020
Q2 		$1.4M Sell
15,647
-23,323
-60% -$2.09M 0.18% 134
2020
Q1 		$2.82M Buy
38,970
+8,225
+27% +$813K 0.42% 62
2019
Q4 		$3.71M Buy
30,745
+13
+0% +$1.53K 0.39% 69
2019
Q3 		$3.65M Buy
30,732
+9,229
+43% +$1.12M 0.4% 69
2019
Q2 		$2.68M Buy
21,503
+411
+2% +$49.7K 0.31% 93
2019
Q1 		$2.6M Buy
21,092
+10
+0% +$1.18K 0.3% 90
2018
Q4 		$2.29M Buy
21,082
+13
+0.1% +$1.51K 0.3% 90
2018
Q3 		$2.58M Buy
21,069
+15
+0.1% +$1.82K 0.29% 94
2018
Q2 		$2.66M Buy
21,054
+2,358
+13% +$293K 0.31% 86
2018
Q1 		$2.13M Buy
18,696
+470
+3% +$56.2K 0.25% 106
2017
Q4 		$2.28M Buy
18,226
+1,441
+9% +$171K 0.28% 104
2017
Q3 		$1.97M Buy
16,785
+2,450
+17% +$267K 0.25% 113
2017
Q2 		$1.5M Buy
14,335
+957
+7% +$101K 0.2% 139
2017
Q1 		$1.44M Buy
13,378
+1,118
+9% +$125K 0.2% 137
2016
Q4 		$1.44M Buy
12,260
+2,159
+21% +$235K 0.22% 126
2016
Q3 		$1.04M Sell
10,101
-280
-3% -$28.6K 0.18% 141
2016
Q2 		$1.09M Sell
10,381
-810
-7% -$81.5K 0.2% 135
2016
Q1 		$1.07M Sell
11,191
-79
-0.7% -$6.91K 0.2% 134
2015
Q4 		$1.01M Buy
11,270
+416
+4% +$37.5K 0.2% 133
2015
Q3 		$856K Buy
10,854
+295
+3% +$24.8K 0.18% 151
2015
Q2 		$1.02M Buy
10,559
+535
+5% +$56.2K 0.19% 146
2015
Q1 		$1.05M Sell
10,024
-454
-4% -$48.5K 0.2% 145
2014
Q4 		$1.18M Sell
10,478
-90
-0.9% -$10.2K 0.22% 131
2014
Q3 		$1.26M Sell
10,568
-1,345
-11% -$172K 0.25% 114
2014
Q2 		$1.55M Buy
11,913
+1,742
+17% +$217K 0.31% 98
2014
Q1 		$1.21M Buy
10,171
+348
+4% +$40.5K 0.25% 119
2013
Q4 		$1.23M Buy
9,823
+179
+2% +$21.6K 0.27% 110
2013
Q3 		$1.17M Buy
9,644
+1,246
+15% +$153K 0.31% 97
2013
Q2 		$994K Buy
+8,398
New +$1.02M 0.26% 109

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

North Star Investment Management's CVX Position: Q1 2026 in Review

North Star Investment Management increased its Chevron (CVX) stake by 3.8% in Q1 2026, buying an estimated $156K and bringing the position to 23,549 shares worth $4.87M. The position accounts for 0.3% of the portfolio, ranked #74.

North Star Investment Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • North Star Investment Management held 23,549 shares of Chevron worth $4.87M as of Q1 2026.
  • North Star Investment Management bought 858 Chevron shares in Q1 2026, an estimated $156K.
  • Chevron made up 0.3% of North Star Investment Management's portfolio in Q1 2026, its #74 holding.
  • North Star Investment Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.