Shepherd Financial Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.16M | Buy |
5,628
+74
| +1% | +$13.5K | 0.11% | 105 |
|
|
2025
Q4 | $847K | Buy |
5,554
+569
| +11% | +$86.7K | 0.08% | 120 |
|
|
2025
Q3 | $774K | Buy |
4,985
+128
| +3% | +$19.8K | 0.07% | 123 |
|
|
2025
Q2 | $696K | Buy |
4,857
+93
| +2% | +$13.1K | 0.07% | 128 |
|
|
2025
Q1 | $797K | Buy |
4,764
+356
| +8% | +$55.7K | 0.09% | 122 |
|
|
2024
Q4 | $638K | Buy |
4,408
+71
| +2% | +$10.9K | 0.08% | 126 |
|
|
2024
Q3 | $639K | Buy |
4,337
+259
| +6% | +$38.6K | 0.08% | 129 |
|
|
2024
Q2 | $638K | Buy |
4,078
+50
| +1% | +$7.97K | 0.08% | 129 |
|
|
2024
Q1 | $635K | Buy |
4,028
+1,178
| +41% | +$178K | 0.08% | 133 |
|
|
2023
Q4 | $425K | Buy |
2,850
+107
| +4% | +$16.2K | 0.06% | 153 |
|
|
2023
Q3 | $462K | Buy |
2,743
+717
| +35% | +$116K | 0.07% | 137 |
|
|
2023
Q2 | $319K | Sell |
2,026
-1
| -0% | -$160 | 0.05% | 156 |
|
|
2023
Q1 | $331K | Buy |
2,027
+347
| +21% | +$58.2K | 0.06% | 150 |
|
|
2022
Q4 | $301K | Sell |
1,680
-13
| -0.8% | -$2.27K | 0.05% | 146 |
|
|
2022
Q3 | $243K | Buy |
1,693
+238
| +16% | +$36.3K | 0.05% | 149 |
|
|
2022
Q2 | $211K | Sell |
1,455
-132
| -8% | -$21.8K | 0.04% | 158 |
|
|
2022
Q1 | $258K | Buy |
+1,587
| New | +$228K | 0.05% | 146 |
|
|
2020
Q1 | – | Sell |
-12,188
| Closed | -$1.47M | – | 120 |
|
|
2019
Q4 | $1.47M | Buy |
12,188
+9
| +0.1% | +$1.06K | 0.34% | 54 |
|
|
2019
Q3 | $1.45M | Sell |
12,179
-1,671
| -12% | -$203K | 0.36% | 48 |
|
|
2019
Q2 | $1.72M | Sell |
13,850
-81
| -0.6% | -$9.79K | 0.32% | 41 |
|
|
2019
Q1 | $1.72M | Sell |
13,931
-346
| -2% | -$40.9K | 0.33% | 44 |
|
|
2018
Q4 | $1.55M | Buy |
14,277
+167
| +1% | +$19.3K | 0.34% | 36 |
|
|
2018
Q3 | $1.78M | Hold |
14,110
| – | – | 0.4% | 41 |
|
|
2018
Q2 | $1.75M | Buy |
14,110
+162
| +1% | +$20.1K | 0.39% | 42 |
|
|
2018
Q1 | $1.59M | Buy |
13,948
+601
| +5% | +$71.8K | 0.39% | 42 |
|
|
2017
Q4 | $1.67M | Buy |
13,347
+1,204
| +10% | +$143K | 0.39% | 42 |
|
|
2017
Q3 | $1.43M | Sell |
12,143
-188
| -2% | -$20.5K | 0.33% | 48 |
|
|
2017
Q2 | $1.27M | Sell |
12,331
-363
| -3% | -$38.5K | 0.31% | 48 |
|
|
2017
Q1 | $1.38M | Sell |
12,694
-24
| -0.2% | -$2.69K | 0.36% | 49 |
|
|
2016
Q4 | $1.5M | Buy |
+12,718
| New | +$1.38M | 0.43% | 45 |
|
Other funds holding CVX
VCM
VPM
Shepherd Financial Partners's CVX Position: Q1 2026 in Review
Shepherd Financial Partners increased its Chevron (CVX) stake by 1.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 5,628 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #105.
Shepherd Financial Partners first reported a position in CVX in Q4 2016 and has held it in 30 quarters since. The position peaked at $1.78M in Q3 2018. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Shepherd Financial Partners held 5,628 shares of Chevron worth $1.16M as of Q1 2026.
- Shepherd Financial Partners bought 74 Chevron shares in Q1 2026, an estimated $13.5K.
- Chevron made up 0.11% of Shepherd Financial Partners's portfolio in Q1 2026, its #105 holding.
- Shepherd Financial Partners first reported a position in Chevron in Q4 2016 and has held it in 30 quarters since.
- Shepherd Financial Partners's Chevron position peaked at $1.78M in Q3 2018.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.