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Signet Financial Management’s Chevron CVX Stock Holding History

Signet Financial Management’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 		$979K Sell
4,730
-18,793
-80% -$3.43M 0.11% 160
2025
Q4 		$3.59M Buy
23,523
+261
+1% +$39.8K 0.4% 80
2025
Q3 		$3.61M Buy
23,262
+41
+0.2% +$6.35K 0.42% 77
2025
Q2 		$3.33M Buy
23,221
+21,276
+1,094% +$3M 0.42% 77
2025
Q1 		$325K Buy
1,945
+53
+3% +$8.3K 0.04% 230
2024
Q4 		$274K Buy
1,892
+47
+3% +$7.19K 0.04% 235
2024
Q3 		$272K Sell
1,845
-24
-1% -$3.57K 0.03% 239
2024
Q2 		$292K Buy
1,869
+1
+0.1% +$159 0.04% 224
2024
Q1 		$295K Buy
1,868
+2
+0.1% +$302 0.04% 227
2023
Q4 		$278K Buy
1,866
+5
+0.3% +$756 0.04% 234
2023
Q3 		$314K Sell
1,861
-162
-8% -$26.2K 0.05% 217
2023
Q2 		$318K Sell
2,023
-27
-1% -$4.33K 0.05% 221
2023
Q1 		$335K Sell
2,050
-404
-16% -$67.7K 0.06% 219
2022
Q4 		$441K Sell
2,454
-165
-6% -$28.8K 0.08% 196
2022
Q3 		$376K Buy
2,619
+42
+2% +$6.41K 0.07% 192
2022
Q2 		$373K Sell
2,577
-172
-6% -$28.4K 0.07% 190
2022
Q1 		$448K Buy
2,749
+412
+18% +$59.1K 0.07% 181
2021
Q4 		$274K Sell
2,337
-31
-1% -$3.52K 0.04% 221
2021
Q3 		$240K Buy
+2,368
New +$236K 0.04% 232
2021
Q2 		– Sell
-2,000
Closed -$210K – 145
2021
Q1 		$210K Sell
2,000
-549
-22% -$53.6K 0.04% 226
2020
Q4 		$215K Buy
+2,549
New +$206K 0.04% 212
2020
Q2 		– Sell
-7,937
Closed -$723K – 225
2020
Q1 		$723K Sell
7,937
-108
-1% -$10.7K 0.17% 123
2019
Q4 		$969K Buy
8,045
+1
+0% +$118 0.18% 128
2019
Q3 		$972K Hold
8,044
– – 0.19% 128
2019
Q2 		$995K Sell
8,044
-112
-1% -$13.5K 0.2% 124
2019
Q1 		$949K Buy
8,156
+220
+3% +$26K 0.19% 128
2018
Q4 		$863K Hold
7,936
– – 0.19% 127
2018
Q3 		$970K Hold
7,936
– – 0.17% 125
2018
Q2 		$1M Sell
7,936
-200
-2% -$24.8K 0.18% 117
2018
Q1 		$928K Sell
8,136
-533
-6% -$63.7K 0.17% 120
2017
Q4 		$1.08M Hold
8,669
– – 0.2% 111
2017
Q3 		$1.02M Buy
8,669
+725
+9% +$79.1K 0.2% 111
2017
Q2 		$829K Sell
7,944
-300
-4% -$31.8K 0.18% 120
2017
Q1 		$885K Buy
8,244
+4,012
+95% +$450K 0.19% 114
2016
Q4 		$498K Buy
4,232
+100
+2% +$10.9K 0.12% 118
2016
Q3 		$425K Buy
4,132
+58
+1% +$5.92K 0.1% 118
2016
Q2 		$427K Sell
4,074
-527
-11% -$53K 0.1% 123
2016
Q1 		$439K Buy
4,601
+637
+16% +$55.7K 0.09% 124
2015
Q4 		$357K Sell
3,964
-2,503
-39% -$226K 0.07% 136
2015
Q3 		$510K Sell
6,467
-2,176
-25% -$183K 0.12% 96
2015
Q2 		$834K Buy
8,643
+4,897
+131% +$514K 0.19% 83
2015
Q1 		$393K Sell
3,746
-2,479
-40% -$265K 0.11% 114
2014
Q4 		$698K Buy
+6,225
New +$707K 0.25% 77

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

Signet Financial Management's CVX Position: Q1 2026 in Review

Signet Financial Management reduced its Chevron (CVX) stake by 80% in Q1 2026, selling an estimated $3.43M and leaving 4,730 shares worth $979K. The position accounts for 0.11% of the portfolio, ranked #160.

Signet Financial Management first reported a position in CVX in Q4 2014 and has held it in 43 quarters since. The position peaked at $3.61M in Q3 2025. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Signet Financial Management held 4,730 shares of Chevron worth $979K as of Q1 2026.
  • Signet Financial Management sold 18,793 Chevron shares in Q1 2026, an estimated $3.43M.
  • Chevron made up 0.11% of Signet Financial Management's portfolio in Q1 2026, its #160 holding.
  • Signet Financial Management first reported a position in Chevron in Q4 2014 and has held it in 43 quarters since.
  • Signet Financial Management's Chevron position peaked at $3.61M in Q3 2025.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.