Sather Financial Group’s Chevron CVX Stock Holding History

Sather Financial Group’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	$787K	Hold	3,806	–	–	0.05%	47
2025 Q4	$580K	Sell	3,806 -340	-8%	-$51.8K	0.03%	57
2025 Q3	$644K	Buy	4,146 +634	+18%	+$98.2K	0.04%	56
2025 Q2	$503K	Buy	3,512 +1,170	+50%	+$165K	0.03%	66
2025 Q1	$392K	Hold	2,342	–	–	0.03%	63
2024 Q4	$339K	Buy	2,342 +34	+1%	+$5.2K	0.02%	65
2024 Q3	$340K	Hold	2,308	–	–	0.02%	67
2024 Q2	$361K	Sell	2,308 -59	-2%	-$9.41K	0.03%	65
2024 Q1	$373K	Hold	2,367	–	–	0.03%	71
2023 Q4	$353K	Hold	2,367	–	–	0.03%	68
2023 Q3	$399K	Buy	2,367 +59	+3%	+$9.53K	0.03%	65
2023 Q2	$363K	Hold	2,308	–	–	0.03%	70
2023 Q1	$377K	Hold	2,308	–	–	0.03%	71
2022 Q4	$414K	Hold	2,308	–	–	0.03%	83
2022 Q3	$332K	Hold	2,308	–	–	0.04%	58
2022 Q2	$334K	Sell	2,308 -1,000	-30%	-$165K	0.03%	64
2022 Q1	$539K	Buy	3,308 +1,000	+43%	+$143K	0.05%	53
2021 Q4	$271K	Sell	2,308 -550	-19%	-$62.5K	0.02%	70
2021 Q3	$290K	Hold	2,858	–	–	0.03%	67
2021 Q2	$299K	Hold	2,858	–	–	0.03%	45
2021 Q1	$299K	Hold	2,858	–	–	0.03%	41
2020 Q4	$241K	Hold	2,858	–	–	0.03%	39
2020 Q3	$205K	Hold	2,858	–	–	0.03%	42
2020 Q2	$255K	Sell	2,858 -200	-7%	-$17.9K	0.04%	37
2020 Q1	$221K	Sell	3,058 -119	-4%	-$11.8K	0.04%	55
2019 Q4	$382K	Buy	3,177 +19	+0.6%	+$2.24K	0.06%	55
2019 Q3	$374K	Buy	3,158 +308	+11%	+$37.4K	0.07%	42
2019 Q2	$354K	Hold	2,850	–	–	0.07%	46
2019 Q1	$351K	Sell	2,850 -749	-21%	-$88.6K	0.07%	47
2018 Q4	$391K	Hold	3,599	–	–	0.09%	47
2018 Q3	$440K	Sell	3,599 -2,117	-37%	-$257K	0.09%	44
2018 Q2	$723K	Sell	5,716 -3,238	-36%	-$402K	0.16%	43
2018 Q1	$1.02M	Buy	8,954 +535	+6%	+$64K	0.24%	38
2017 Q4	$1.05M	Hold	8,419	–	–	0.26%	35
2017 Q3	$989K	Buy	8,419 +3,012	+56%	+$329K	0.27%	36
2017 Q2	$564K	Buy	5,407 +2,000	+59%	+$212K	0.16%	40
2017 Q1	$366K	Buy	3,407 +20	+0.6%	+$2.24K	0.11%	37
2016 Q4	$399K	Hold	3,387	–	–	0.14%	38
2016 Q3	$349K	Hold	3,387	–	–	0.13%	39
2016 Q2	$355K	Buy	3,387 +100	+3%	+$10.1K	0.14%	41
2016 Q1	$314K	Buy	3,287 +537	+20%	+$47K	0.13%	42
2015 Q4	$247K	Hold	2,750	–	–	0.1%	45
2015 Q3	$217K	Buy	+2,750	New	+$231K	0.09%	46

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sather Financial Group's CVX Position: Q1 2026 in Review

Sather Financial Group held its Chevron (CVX) position steady in Q1 2026 at 3,806 shares worth $787K. The position accounts for 0.05% of the portfolio, ranked #47.

Sather Financial Group first reported a position in CVX in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.05M in Q4 2017. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Sather Financial Group held 3,806 shares of Chevron worth $787K as of Q1 2026.
Sather Financial Group left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.05% of Sather Financial Group's portfolio in Q1 2026, its #47 holding.
Sather Financial Group first reported a position in Chevron in Q3 2015 and has held it in 43 quarters since.
Sather Financial Group's Chevron position peaked at $1.05M in Q4 2017.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.