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Salomon & Ludwin’s Chevron CVX Stock Holding History

Salomon & Ludwin’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 		$678K Sell
3,406
-127
-4% -$23.2K 0.06% 100
2025
Q4 		$579K Sell
3,533
-46
-1% -$7.01K 0.05% 107
2025
Q3 		$550K Buy
3,579
+687
+24% +$106K 0.05% 113
2025
Q2 		$428K Buy
2,892
+120
+4% +$16.9K 0.04% 114
2025
Q1 		$464K Buy
2,772
+169
+6% +$26.5K 0.05% 107
2024
Q4 		$377K Sell
2,603
-228
-8% -$34.9K 0.04% 111
2024
Q3 		$417K Sell
2,831
-1,200
-30% -$179K 0.04% 112
2024
Q2 		$631K Sell
4,031
-956
-19% -$152K 0.07% 98
2024
Q1 		$787K Buy
4,987
+600
+14% +$90.5K 0.07% 101
2023
Q4 		$740K Hold
4,387
– – 0.08% 98
2023
Q3 		$740K Sell
4,387
-13
-0.3% -$2.1K 0.08% 98
2023
Q2 		$692K Sell
4,400
-48
-1% -$7.7K 0.07% 95
2023
Q1 		$726K Sell
4,448
-127
-3% -$21.3K 0.09% 89
2022
Q4 		$821K Buy
4,575
+237
+5% +$41.4K 0.1% 77
2022
Q3 		$623K Buy
4,338
+1,095
+34% +$167K 0.09% 78
2022
Q2 		$470K Buy
3,243
+1,629
+101% +$269K 0.07% 79
2022
Q1 		$263K Buy
+1,614
New +$231K 0.04% 104
2020
Q2 		– Sell
-90
Closed -$7K – 105
2020
Q1 		$7K Hold
90
– – ﹤0.01% 180
2019
Q4 		$11K Hold
90
– – ﹤0.01% 174
2019
Q3 		$11K Hold
90
– – ﹤0.01% 161
2019
Q2 		$11K Sell
90
-39
-30% -$4.72K ﹤0.01% 154
2019
Q1 		$16K Buy
129
+39
+43% +$4.61K ﹤0.01% 136
2018
Q4 		$10K Buy
+90
New +$10.4K ﹤0.01% 154

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

Salomon & Ludwin's CVX Position: Q1 2026 in Review

Salomon & Ludwin reduced its Chevron (CVX) stake by 3.6% in Q1 2026, selling an estimated $23.2K and leaving 3,406 shares worth $678K. The position accounts for 0.06% of the portfolio, ranked #100.

Salomon & Ludwin first reported a position in CVX in Q4 2018 and has held it in 23 quarters since. The position peaked at $821K in Q4 2022. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Salomon & Ludwin held 3,406 shares of Chevron worth $678K as of Q1 2026.
  • Salomon & Ludwin sold 127 Chevron shares in Q1 2026, an estimated $23.2K.
  • Chevron made up 0.06% of Salomon & Ludwin's portfolio in Q1 2026, its #100 holding.
  • Salomon & Ludwin first reported a position in Chevron in Q4 2018 and has held it in 23 quarters since.
  • Salomon & Ludwin's Chevron position peaked at $821K in Q4 2022.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.