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Roman Butler Fullerton & Co’s Chevron CVX Stock Holding History

Roman Butler Fullerton & 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 		$380K Sell
1,970
-508
-21% -$92.6K 0.1% 189
2025
Q4 		$413K Buy
2,478
+7
+0.3% +$1.07K 0.11% 185
2025
Q3 		$383K Buy
2,471
+140
+6% +$21.7K 0.1% 183
2025
Q2 		$361K Sell
2,331
-175
-7% -$24.7K 0.11% 172
2025
Q1 		$337K Sell
2,506
-9
-0.4% -$1.41K 0.13% 161
2024
Q4 		$395K Buy
2,515
+58
+2% +$8.88K 0.13% 156
2024
Q3 		$363K Sell
2,457
-52
-2% -$7.74K 0.11% 176
2024
Q2 		$389K Sell
2,509
-18
-0.7% -$2.87K 0.13% 162
2024
Q1 		$409K Sell
2,527
-248
-9% -$37.4K 0.15% 146
2023
Q4 		$414K Buy
2,775
+151
+6% +$22.8K 0.16% 143
2023
Q3 		$431K Buy
2,624
+115
+5% +$18.6K 0.2% 118
2023
Q2 		$388K Buy
2,509
+15
+0.6% +$2.4K 0.18% 132
2023
Q1 		$421K Buy
2,494
+35
+1% +$5.87K 0.21% 118
2022
Q4 		$444K Sell
2,459
-51
-2% -$8.9K 0.23% 119
2022
Q3 		$395K Sell
2,510
-899
-26% -$137K 0.25% 110
2022
Q2 		$469K Sell
3,409
-107
-3% -$17.7K 0.26% 108
2022
Q1 		$572K Sell
3,516
-218
-6% -$31.3K 0.26% 100
2021
Q4 		$438K Buy
3,734
+45
+1% +$5.11K 0.19% 122
2021
Q3 		$404K Buy
3,689
+24
+0.7% +$2.39K 0.19% 128
2021
Q2 		$384K Buy
3,665
+91
+3% +$9.61K 0.19% 130
2021
Q1 		$370K Buy
3,574
+94
+3% +$9.18K 0.19% 134
2020
Q4 		$294K Buy
+3,480
New +$282K 0.17% 131
2020
Q1 		– Sell
-3,047
Closed -$367K – 139
2019
Q4 		$367K Sell
3,047
-235
-7% -$27.7K 0.24% 121
2019
Q3 		$389K Buy
3,282
+26
+0.8% +$3.16K 0.27% 116
2019
Q2 		$405K Buy
3,256
+25
+0.8% +$3.02K 0.27% 120
2019
Q1 		$398K Buy
3,231
+259
+9% +$30.6K 0.28% 117
2018
Q4 		$337K Buy
+2,972
New +$344K 0.29% 116

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 $336B AUM 34.66% 1-Year Est. Return

Roman Butler Fullerton & Co's CVX Position: Q1 2026 in Review

Roman Butler Fullerton & Co reduced its Chevron (CVX) stake by 21% in Q1 2026, selling an estimated $92.6K and leaving 1,970 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #189.

Roman Butler Fullerton & Co first reported a position in CVX in Q4 2018 and has held it in 27 quarters since. The position peaked at $572K in Q1 2022. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Roman Butler Fullerton & Co held 1,970 shares of Chevron worth $380K as of Q1 2026.
  • Roman Butler Fullerton & Co sold 508 Chevron shares in Q1 2026, an estimated $92.6K.
  • Chevron made up 0.1% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #189 holding.
  • Roman Butler Fullerton & Co first reported a position in Chevron in Q4 2018 and has held it in 27 quarters since.
  • Roman Butler Fullerton & Co's Chevron position peaked at $572K in Q1 2022.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.