Notis-McConarty Edward’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
$2.59M Buy
12,537
+55
+0.4% +$10K 1.29% 31
2025
Q4
$1.9M Sell
12,482
-130
-1% -$19.8K 0.88% 34
2025
Q3
$1.96M Buy
12,612
+170
+1% +$26.3K 0.91% 33
2025
Q2
$1.78M Buy
12,442
+190
+2% +$26.8K 0.87% 32
2025
Q1
$2.05M Sell
12,252
-133
-1% -$20.8K 1.05% 32
2024
Q4
$1.79M Buy
12,385
+120
+1% +$18.4K 0.87% 33
2024
Q3
$1.81M Sell
12,265
-1,540
-11% -$229K 0.82% 35
2024
Q2
$2.16M Sell
13,805
-365
-3% -$58.2K 0.85% 33
2024
Q1
$2.24M Sell
14,170
-435
-3% -$65.6K 0.88% 34
2023
Q4
$2.18M Buy
14,605
+40
+0.3% +$6.05K 0.87% 34
2023
Q3
$2.46M Buy
14,565
+1,685
+13% +$272K 1% 31
2023
Q2
$2.03M Sell
12,880
-260
-2% -$41.7K 0.77% 39
2023
Q1
$2.14M Sell
13,140
-175
-1% -$29.3K 0.85% 35
2022
Q4
$2.39M Sell
13,315
-125
-0.9% -$21.8K 1% 33
2022
Q3
$1.93M Sell
13,440
-375
-3% -$57.2K 0.86% 35
2022
Q2
$2M Sell
13,815
-640
-4% -$106K 0.83% 38
2022
Q1
$2.35M Sell
14,455
-790
-5% -$113K 0.84% 40
2021
Q4
$1.79M Hold
15,245
0.6% 47
2021
Q3
$1.55M Buy
15,245
+683
+5% +$68.1K 0.57% 49
2021
Q2
$1.52M Buy
14,562
+315
+2% +$33.3K 0.56% 51
2021
Q1
$1.49M Buy
14,247
+90
+0.6% +$8.79K 0.58% 49
2020
Q4
$1.2M Sell
14,157
-3,735
-21% -$302K 0.49% 59
2020
Q3
$1.29M Sell
17,892
-105
-0.6% -$8.83K 0.57% 53
2020
Q2
$1.61M Buy
17,997
+1,795
+11% +$161K 0.75% 42
2020
Q1
$1.17M Buy
16,202
+735
+5% +$72.6K 0.65% 49
2019
Q4
$1.86M Buy
15,467
+930
+6% +$110K 0.83% 38
2019
Q3
$1.72M Buy
14,537
+1,300
+10% +$158K 0.81% 40
2019
Q2
$1.65M Buy
13,237
+460
+4% +$55.6K 0.78% 43
2019
Q1
$1.57M Buy
12,777
+197
+2% +$23.3K 0.76% 44
2018
Q4
$1.37M Buy
12,580
+1,950
+18% +$226K 0.75% 43
2018
Q3
$1.3M Hold
10,630
0.7% 44
2018
Q2
$1.34M Sell
10,630
-300
-3% -$37.2K 0.8% 39
2018
Q1
$1.25M Sell
10,930
-450
-4% -$53.8K 0.75% 42
2017
Q4
$1.43M Sell
11,380
-200
-2% -$23.7K 0.82% 38
2017
Q3
$1.36M Hold
11,580
0.85% 38
2017
Q2
$1.21M Hold
11,580
0.78% 41
2017
Q1
$1.24M Sell
11,580
-100
-0.9% -$11.2K 0.82% 41
2016
Q4
$1.37M Sell
11,680
-500
-4% -$54.4K 0.95% 37
2016
Q3
$1.25M Sell
12,180
-4,522
-27% -$462K 0.86% 42
2016
Q2
$1.75M Sell
16,702
-1,747
-9% -$176K 1.23% 29
2016
Q1
$1.76M Sell
18,449
-50
-0.3% -$4.37K 1.25% 31
2015
Q4
$1.66M Sell
18,499
-6,640
-26% -$599K 1.19% 30
2015
Q3
$1.98M Sell
25,139
-310
-1% -$26.1K 1.48% 28
2015
Q2
$2.46M Buy
25,449
+702
+3% +$73.7K 1.66% 21
2015
Q1
$2.6M Buy
24,747
+75
+0.3% +$8K 1.8% 16
2014
Q4
$2.77M Sell
24,672
-450
-2% -$51.1K 1.89% 15
2014
Q3
$3M Sell
25,122
-5,320
-17% -$679K 2.11% 13
2014
Q2
$3.97M Sell
30,442
-375
-1% -$46.7K 2.63% 7
2014
Q1
$3.66M Buy
30,817
+1,777
+6% +$207K 2.55% 9
2013
Q4
$3.63M Buy
+29,040
New +$3.51M 2.54% 9

Other funds holding CVX

Notis-McConarty Edward's CVX Position: Q1 2026 in Review

Notis-McConarty Edward increased its Chevron (CVX) stake by 0.44% in Q1 2026, buying an estimated $10K and bringing the position to 12,537 shares worth $2.59M. The position accounts for 1.29% of the portfolio, ranked #31.

Notis-McConarty Edward first reported a position in CVX in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.97M in Q2 2014. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Notis-McConarty Edward held 12,537 shares of Chevron worth $2.59M as of Q1 2026.
  • Notis-McConarty Edward bought 55 Chevron shares in Q1 2026, an estimated $10K.
  • Chevron made up 1.29% of Notis-McConarty Edward's portfolio in Q1 2026, its #31 holding.
  • Notis-McConarty Edward first reported a position in Chevron in Q4 2013 and has held it in 50 quarters since.
  • Notis-McConarty Edward's Chevron position peaked at $3.97M in Q2 2014.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Notis-McConarty Edward's 13F filing for Q1 2026, filed 8 May 2026.