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Rosenblum Silverman Sutton’s Chevron CVX Stock Holding History

Rosenblum Silverman Sutton’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 		$462K Buy
2,232
+2
+0.1% +$365 0.12% 63
2025
Q4 		$340K Buy
2,230
+100
+5% +$15.2K 0.08% 72
2025
Q3 		$331K Hold
2,130
– – 0.08% 68
2025
Q2 		$305K Sell
2,130
-274
-11% -$38.6K 0.07% 69
2025
Q1 		$402K Sell
2,404
-775
-24% -$121K 0.11% 64
2024
Q4 		$460K Buy
3,179
+100
+3% +$15.3K 0.12% 63
2024
Q3 		$453K Hold
3,079
– – 0.12% 63
2024
Q2 		$482K Sell
3,079
-550
-15% -$87.7K 0.13% 58
2024
Q1 		$572K Hold
3,629
– – 0.16% 57
2023
Q4 		$541K Sell
3,629
-200
-5% -$30.2K 0.17% 56
2023
Q3 		$646K Hold
3,829
– – 0.22% 56
2023
Q2 		$602K Sell
3,829
-100
-3% -$16K 0.2% 55
2023
Q1 		$641K Sell
3,929
-102
-3% -$17.1K 0.23% 49
2022
Q4 		$724K Sell
4,031
-451
-10% -$78.7K 0.26% 47
2022
Q3 		$644K Sell
4,482
-725
-14% -$111K 0.23% 54
2022
Q2 		$754K Buy
5,207
+91
+2% +$15K 0.25% 52
2022
Q1 		$833K Hold
5,116
– – 0.21% 49
2021
Q4 		$600K Hold
5,116
– – 0.14% 54
2021
Q3 		$519K Hold
5,116
– – 0.12% 55
2021
Q2 		$536K Sell
5,116
-53
-1% -$5.59K 0.12% 54
2021
Q1 		$542K Sell
5,169
-397
-7% -$38.8K 0.14% 53
2020
Q4 		$470K Sell
5,566
-600
-10% -$48.6K 0.12% 51
2020
Q3 		$444K Hold
6,166
– – 0.12% 51
2020
Q2 		$550K Sell
6,166
-1,305
-17% -$117K 0.18% 48
2020
Q1 		$541K Sell
7,471
-975
-12% -$96.3K 0.22% 53
2019
Q4 		$1.02M Hold
8,446
– – 0.37% 47
2019
Q3 		$1M Buy
8,446
+1,400
+20% +$170K 0.39% 46
2019
Q2 		$877K Buy
7,046
+992
+16% +$120K 0.33% 47
2019
Q1 		$746K Sell
6,054
-28,891
-83% -$3.42M 0.3% 48
2018
Q4 		$1.82M Buy
34,945
+29,067
+495% +$3.37M 0.83% 36
2018
Q3 		$719K Sell
5,878
-261
-4% -$31.7K 0.24% 56
2018
Q2 		$776K Sell
6,139
-1,189
-16% -$148K 0.27% 56
2018
Q1 		$836K Sell
7,328
-4,619
-39% -$552K 0.3% 53
2017
Q4 		$1.5M Sell
11,947
-805
-6% -$95.5K 0.54% 48
2017
Q3 		$1.5M Sell
12,752
-499
-4% -$54.5K 0.57% 47
2017
Q2 		$1.38M Buy
13,251
+1
+0% +$106 0.55% 50
2017
Q1 		$1.42M Sell
13,250
-373
-3% -$41.8K 0.6% 49
2016
Q4 		$1.6M Buy
13,623
+100
+0.7% +$10.9K 0.76% 43
2016
Q3 		$1.39M Sell
13,523
-779
-5% -$79.5K 0.64% 46
2016
Q2 		$1.5M Buy
+14,302
New +$1.44M 0.72% 41
2015
Q4 		$1.35M Sell
15,050
-3,817
-20% -$344K 0.62% 48
2015
Q3 		$1.49M Sell
18,867
-3,436
-15% -$289K 0.71% 45
2015
Q2 		$2.15M Buy
+22,303
New +$2.34M 0.86% 41
2014
Q4 		$2.69M Sell
23,982
-449
-2% -$51K 1.16% 34
2014
Q3 		$2.92M Buy
24,431
+250
+1% +$31.9K 1.31% 31
2014
Q2 		$3.16M Sell
24,181
-554
-2% -$68.9K 1.47% 27
2014
Q1 		$2.94M Sell
24,735
-455
-2% -$52.9K 1.39% 27
2013
Q4 		$3.15M Sell
25,190
-1,054
-4% -$127K 1.49% 28
2013
Q3 		$3.19M Buy
+26,244
New +$3.23M 1.71% 26

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

Rosenblum Silverman Sutton's CVX Position: Q1 2026 in Review

Rosenblum Silverman Sutton increased its Chevron (CVX) stake by 0.09% in Q1 2026, buying an estimated $365 and bringing the position to 2,232 shares worth $462K. The position accounts for 0.12% of the portfolio, ranked #63.

Rosenblum Silverman Sutton first reported a position in CVX in Q3 2013 and has held it in 49 quarters since. The position peaked at $3.19M in Q3 2013. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Rosenblum Silverman Sutton held 2,232 shares of Chevron worth $462K as of Q1 2026.
  • Rosenblum Silverman Sutton bought 2 Chevron shares in Q1 2026, an estimated $365.
  • Chevron made up 0.12% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #63 holding.
  • Rosenblum Silverman Sutton first reported a position in Chevron in Q3 2013 and has held it in 49 quarters since.
  • Rosenblum Silverman Sutton's Chevron position peaked at $3.19M in Q3 2013.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.