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SFE Investment Counsel’s Chevron CVX Stock Holding History

SFE Investment Counsel’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 		$3.14M Sell
15,162
-140
-0.9% -$25.5K 0.49% 65
2025
Q4 		$2.33M Buy
15,302
+823
+6% +$125K 0.36% 70
2025
Q3 		$2.25M Sell
14,479
-538
-4% -$83.3K 0.36% 70
2025
Q2 		$2.15M Sell
15,017
-1,960
-12% -$276K 0.38% 68
2025
Q1 		$2.84M Sell
16,977
-3
-0% -$470 0.57% 63
2024
Q4 		$2.46M Sell
16,980
-535
-3% -$81.9K 0.52% 64
2024
Q3 		$2.58M Sell
17,515
-30
-0.2% -$4.46K 0.54% 58
2024
Q2 		$2.74M Sell
17,545
-540
-3% -$86.1K 0.61% 55
2024
Q1 		$2.85M Buy
18,085
+3,893
+27% +$587K 0.65% 55
2023
Q4 		$2.12M Buy
14,192
+11,525
+432% +$1.74M 0.55% 63
2023
Q3 		$450K Hold
2,667
– – 0.13% 92
2023
Q2 		$420K Buy
2,667
+195
+8% +$31.3K 0.12% 98
2023
Q1 		$396K Sell
2,472
-55
-2% -$9.22K 0.12% 97
2022
Q4 		$452K Hold
2,527
– – 0.14% 94
2022
Q3 		$363K Sell
2,527
-50
-2% -$7.63K 0.11% 99
2022
Q2 		$373K Sell
2,577
-170
-6% -$28.1K 0.11% 101
2022
Q1 		$447K Hold
2,747
– – 0.11% 103
2021
Q4 		$322K Sell
2,747
-160
-6% -$18.2K 0.08% 110
2021
Q3 		$295K Buy
2,907
+260
+10% +$25.9K 0.08% 108
2021
Q2 		$277K Sell
2,647
-15
-0.6% -$1.58K 0.08% 110
2021
Q1 		$279K Sell
2,662
-3,250
-55% -$317K 0.08% 109
2020
Q4 		$499K Sell
5,912
-3,454
-37% -$280K 0.16% 92
2020
Q3 		$674K Sell
9,366
-949
-9% -$79.8K 0.27% 78
2020
Q2 		$920K Buy
10,315
+3,106
+43% +$278K 0.41% 63
2020
Q1 		$522K Sell
7,209
-250
-3% -$24.7K 0.29% 78
2019
Q4 		$899K Sell
7,459
-1,980
-21% -$233K 0.37% 71
2019
Q3 		$1.12M Sell
9,439
-220
-2% -$26.7K 0.47% 60
2019
Q2 		$1.2M Buy
9,659
+1,300
+16% +$157K 0.51% 59
2019
Q1 		$1.03M Sell
8,359
-184
-2% -$21.8K 0.46% 62
2018
Q4 		$929K Sell
8,543
-1,550
-15% -$180K 0.48% 61
2018
Q3 		$1.23M Sell
10,093
-56
-0.6% -$6.79K 0.48% 65
2018
Q2 		$1.28M Buy
10,149
+731
+8% +$90.7K 0.53% 54
2018
Q1 		$1.07M Buy
9,418
+4,643
+97% +$555K 0.56% 53
2017
Q4 		$598K Buy
4,775
+510
+12% +$60.5K 0.24% 85
2017
Q3 		$501K Sell
4,265
-100
-2% -$10.9K 0.21% 89
2017
Q2 		$455K Sell
4,365
-300
-6% -$31.8K 0.18% 91
2017
Q1 		$501K Sell
4,665
-452
-9% -$50.7K 0.18% 85
2016
Q4 		$595K Sell
5,117
-263
-5% -$28.6K 0.23% 80
2016
Q3 		$564K Hold
5,380
– – 0.27% 66
2016
Q2 		$564K Sell
5,380
-100
-2% -$10.1K 0.26% 67
2016
Q1 		$523K Hold
5,480
– – 0.24% 68
2015
Q4 		$493K Sell
5,480
-625
-10% -$56.4K 0.23% 70
2015
Q3 		$482K Buy
6,105
+255
+4% +$21.5K 0.23% 74
2015
Q2 		$564K Buy
5,850
+2,350
+67% +$247K 0.23% 73
2015
Q1 		$367K Sell
3,500
-295
-8% -$31.5K 0.15% 78
2014
Q4 		$426K Sell
3,795
-75
-2% -$8.52K 0.18% 74
2014
Q3 		$462K Sell
3,870
-100
-3% -$12.8K 0.2% 67
2014
Q2 		$518K Buy
3,970
+225
+6% +$28K 0.21% 66
2014
Q1 		$445K Buy
3,745
+60
+2% +$6.98K 0.19% 69
2013
Q4 		$460K Sell
3,685
-100
-3% -$12.1K 0.2% 67
2013
Q3 		$460K Buy
3,785
+63
+2% +$7.74K 0.22% 64
2013
Q2 		$440K Buy
+3,722
New +$450K 0.23% 65

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 $295B AUM 31.6% 1-Year Est. Return

SFE Investment Counsel's CVX Position: Q1 2026 in Review

SFE Investment Counsel reduced its Chevron (CVX) stake by 0.91% in Q1 2026, selling an estimated $25.5K and leaving 15,162 shares worth $3.14M. The position accounts for 0.49% of the portfolio, ranked #65.

SFE Investment Counsel first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • SFE Investment Counsel held 15,162 shares of Chevron worth $3.14M as of Q1 2026.
  • SFE Investment Counsel sold 140 Chevron shares in Q1 2026, an estimated $25.5K.
  • Chevron made up 0.49% of SFE Investment Counsel's portfolio in Q1 2026, its #65 holding.
  • SFE Investment Counsel first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.