Savant Capital’s Chevron CVX Stock Holding History

Savant Capital’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	$19.5M	Buy	94,183 +9,728	+12%	+$1.77M	0.09%	123
2025 Q4	$12.9M	Buy	84,455 +5,054	+6%	+$770K	0.07%	151
2025 Q3	$12.3M	Buy	79,401 +11,887	+18%	+$1.84M	0.07%	145
2025 Q2	$9.67M	Buy	67,514 +1,393	+2%	+$196K	0.07%	155
2025 Q1	$11.1M	Sell	66,121 -29,124	-31%	-$4.56M	0.09%	129
2024 Q4	$13.8M	Buy	95,245 +1,161	+1%	+$178K	0.11%	126
2024 Q3	$13.9M	Buy	94,084 +9,420	+11%	+$1.4M	0.12%	123
2024 Q2	$13.2M	Sell	84,664 -783	-0.9%	-$125K	0.13%	117
2024 Q1	$13.5M	Buy	85,447 +3,673	+4%	+$554K	0.15%	104
2023 Q4	$12.2M	Sell	81,774 -1,154	-1%	-$175K	0.16%	107
2023 Q3	$14M	Buy	82,928 +2,927	+4%	+$473K	0.21%	90
2023 Q2	$12.6M	Buy	80,001 +34,700	+77%	+$5.56M	0.2%	93
2023 Q1	$7.39M	Buy	45,301 +12,196	+37%	+$2.04M	0.14%	114
2022 Q4	$4.11M	Buy	33,105 +9,956	+43%	+$1.74M	0.1%	107
2022 Q3	$3.33M	Buy	23,149 +767	+3%	+$117K	0.1%	110
2022 Q2	$3.24M	Buy	22,382 +4,153	+23%	+$686K	0.1%	113
2022 Q1	$2.97M	Buy	18,229 +505	+3%	+$72.4K	0.1%	114
2021 Q4	$2.08M	Buy	17,724 +1,270	+8%	+$144K	0.07%	156
2021 Q3	$1.67M	Sell	16,454 -2,581	-14%	-$257K	0.06%	161
2021 Q2	$1.99M	Sell	19,035 -170	-0.9%	-$17.9K	0.08%	139
2021 Q1	$2.01M	Buy	19,205 +1,929	+11%	+$188K	0.11%	119
2020 Q4	$1.46M	Sell	17,276 -2,476	-13%	-$200K	0.08%	146
2020 Q3	$1.42M	Sell	19,752 -889	-4%	-$74.8K	0.1%	140
2020 Q2	$1.84M	Buy	20,641 +2,217	+12%	+$198K	0.14%	118
2020 Q1	$1.33M	Buy	18,424 +75	+0.4%	+$7.41K	0.13%	133
2019 Q4	$2.21M	Buy	18,349 +107	+0.6%	+$12.6K	0.27%	86
2019 Q3	$2.16M	Buy	18,242 +851	+5%	+$103K	0.3%	76
2019 Q2	$2.16M	Buy	17,391 +260	+2%	+$31.4K	0.3%	71
2019 Q1	$2.11M	Sell	17,131 -448	-3%	-$53K	0.4%	59
2018 Q4	$1.91M	Buy	17,579 +200	+1%	+$23.2K	0.4%	59
2018 Q3	$2.13M	Sell	17,379 -2	-0%	-$243	0.38%	56
2018 Q2	$2.2M	Buy	17,381 +398	+2%	+$49.4K	0.47%	44
2018 Q1	$1.94M	Buy	16,983 +334	+2%	+$39.9K	0.41%	50
2017 Q4	$2.08M	Buy	16,649 +1,105	+7%	+$131K	0.44%	44
2017 Q3	$1.83M	Sell	15,544 -72	-0.5%	-$7.86K	0.41%	43
2017 Q2	$1.63M	Sell	15,616 -1,229	-7%	-$130K	0.38%	44
2017 Q1	$1.81M	Buy	16,845 +1,209	+8%	+$136K	0.45%	42
2016 Q4	$1.84M	Sell	15,636 -413	-3%	-$45K	0.49%	40
2016 Q3	$1.65M	Sell	16,049 -534	-3%	-$54.5K	0.45%	41
2016 Q2	$1.74M	Buy	16,583 +694	+4%	+$69.8K	0.5%	38
2016 Q1	$1.52M	Buy	15,889 +21	+0.1%	+$1.84K	0.46%	39
2015 Q4	$1.43M	Buy	15,868 +3,074	+24%	+$277K	0.45%	39
2015 Q3	$1.01M	Sell	12,794 -720	-5%	-$60.6K	0.36%	45
2015 Q2	$1.3M	Sell	13,514 -446	-3%	-$46.8K	0.44%	38
2015 Q1	$1.47M	Sell	13,960 -382	-3%	-$40.8K	0.52%	34
2014 Q4	$1.61M	Buy	14,342 +1,029	+8%	+$117K	0.61%	31
2014 Q3	$1.59M	Buy	13,313 +380	+3%	+$48.5K	0.68%	28
2014 Q2	$1.69M	Buy	12,933 +280	+2%	+$34.8K	0.73%	23
2014 Q1	$1.5M	Buy	12,653 +20	+0.2%	+$2.33K	0.7%	28
2013 Q4	$1.58M	Buy	12,633 +1,713	+16%	+$207K	0.77%	25
2013 Q3	$1.33M	Sell	10,920 -38	-0.3%	-$4.67K	0.72%	27
2013 Q2	$1.3M	Buy	+10,958	New	+$1.32M	0.75%	28

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

Savant Capital's CVX Position: Q1 2026 in Review

Savant Capital increased its Chevron (CVX) stake by 12% in Q1 2026, buying an estimated $1.77M and bringing the position to 94,183 shares worth $19.5M. The position accounts for 0.09% of the portfolio, ranked #123.

Savant Capital first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Savant Capital held 94,183 shares of Chevron worth $19.5M as of Q1 2026.
Savant Capital bought 9,728 Chevron shares in Q1 2026, an estimated $1.77M.
Chevron made up 0.09% of Savant Capital's portfolio in Q1 2026, its #123 holding.
Savant Capital first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.