Searle & Co’s Chevron CVX Stock Holding History

Searle & 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	$7.57M	Sell	36,582 -1,456	-4%	-$266K	1.9%	13
2025 Q4	$5.8M	Buy	38,038 +950	+3%	+$145K	1.5%	17
2025 Q3	$5.76M	Buy	37,088 +26,253	+242%	+$4.07M	1.53%	17
2025 Q2	$1.55M	Hold	10,835	–	–	0.44%	57
2025 Q1	$1.81M	Hold	10,835	–	–	0.52%	55
2024 Q4	$1.57M	Buy	10,835 +989	+10%	+$151K	0.45%	56
2024 Q3	$1.45M	Sell	9,846 -7,228	-42%	-$1.08M	0.36%	62
2024 Q2	$2.67M	Buy	17,074 +435	+3%	+$69.4K	0.63%	40
2024 Q1	$2.62M	Hold	16,639	–	–	0.67%	37
2023 Q4	$2.48M	Buy	16,639 +8,238	+98%	+$1.25M	0.68%	37
2023 Q3	$1.42M	Hold	8,401	–	–	0.48%	51
2023 Q2	$1.37M	Sell	8,401 -2	-0%	-$321	0.43%	59
2023 Q1	$1.42M	Hold	8,403	–	–	0.46%	54
2022 Q4	$1.51M	Sell	8,403 -8	-0.1%	-$1.4K	0.51%	51
2022 Q3	$1.21M	Hold	8,411	–	–	0.46%	59
2022 Q2	$1.22M	Hold	8,411	–	–	0.48%	62
2022 Q1	$1.37M	Hold	8,411	–	–	0.51%	57
2021 Q4	$987K	Hold	8,411	–	–	0.36%	67
2021 Q3	$853K	Hold	8,411	–	–	0.35%	67
2021 Q2	$881K	Hold	8,411	–	–	0.36%	71
2021 Q1	$881K	Hold	8,411	–	–	0.39%	66
2020 Q4	$710K	Sell	8,411 -624	-7%	-$50.5K	0.34%	71
2020 Q3	$651K	Buy	9,035 +465	+5%	+$39.1K	0.35%	70
2020 Q2	$765K	Sell	8,570 -229	-3%	-$20.5K	0.44%	64
2020 Q1	$638K	Buy	8,799 +1,724	+24%	+$170K	0.45%	65
2019 Q4	$853K	Sell	7,075 -525	-7%	-$61.8K	0.47%	64
2019 Q3	$901K	Hold	7,600	–	–	0.53%	55
2019 Q2	$946K	Hold	7,600	–	–	0.58%	54
2019 Q1	$936K	Hold	7,600	–	–	0.58%	54
2018 Q4	$827K	Buy	7,600 +200	+3%	+$23.2K	0.58%	55
2018 Q3	$905K	Hold	7,400	–	–	0.53%	56
2018 Q2	$936K	Hold	7,400	–	–	0.59%	52
2018 Q1	$844K	Hold	7,400	–	–	0.55%	57
2017 Q4	$926K	Hold	7,400	–	–	0.58%	57
2017 Q3	$869K	Buy	7,400 +135	+2%	+$14.7K	0.57%	58
2017 Q2	$758K	Hold	7,265	–	–	0.52%	61
2017 Q1	$780K	Hold	7,265	–	–	0.55%	57
2016 Q4	$855K	Hold	7,265	–	–	0.71%	49
2016 Q3	$736K	Buy	7,265 +5,265	+263%	+$538K	0.64%	53
2016 Q2	$210K	Sell	2,000 -5,240	-72%	-$527K	2.13%	20
2016 Q1	$682K	Buy	7,240 +300	+4%	+$26.2K	0.63%	48
2015 Q4	$617K	Buy	6,940 +50	+0.7%	+$4.51K	0.59%	52
2015 Q3	$543K	Buy	6,890 +401	+6%	+$33.8K	0.56%	56
2015 Q2	$626K	Sell	6,489 -1	-0%	-$105	0.52%	56
2015 Q1	$681K	Sell	6,490 -1,539	-19%	-$164K	0.59%	52
2014 Q4	$900K	Buy	+8,029	New	+$912K	0.76%	42

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

Searle & Co's CVX Position: Q1 2026 in Review

Searle & Co reduced its Chevron (CVX) stake by 3.8% in Q1 2026, selling an estimated $266K and leaving 36,582 shares worth $7.57M. The position accounts for 1.9% of the portfolio, ranked #13.

Searle & Co first reported a position in CVX in Q4 2014 and has held it in 46 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Searle & Co held 36,582 shares of Chevron worth $7.57M as of Q1 2026.
Searle & Co sold 1,456 Chevron shares in Q1 2026, an estimated $266K.
Chevron made up 1.9% of Searle & Co's portfolio in Q1 2026, its #13 holding.
Searle & Co first reported a position in Chevron in Q4 2014 and has held it in 46 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.