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Sittner & Nelson’s Chevron CVX Stock Holding History

Sittner & Nelson’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 		$5.63M Buy
27,213
+6
+0% +$1.09K 2.06% 9
2025
Q4 		$4.92M Sell
27,207
-405
-1% -$61.7K 1.74% 11
2025
Q3 		$4.29M Sell
27,612
-27
-0.1% -$4.18K 1.56% 14
2025
Q2 		$3.96M Sell
27,639
-20
-0.1% -$2.82K 1.59% 14
2025
Q1 		$4.63M Buy
27,659
+23
+0.1% +$3.6K 1.97% 9
2024
Q4 		$4M Buy
27,636
+925
+3% +$142K 1.73% 11
2024
Q3 		$3.93M Buy
26,711
+663
+3% +$98.7K 1.76% 9
2024
Q2 		$4.07M Buy
26,048
+58
+0.2% +$9.25K 2.01% 7
2024
Q1 		$4.1M Sell
25,990
-250
-1% -$37.7K 2.07% 6
2023
Q4 		$3.91M Sell
26,240
-158
-0.6% -$23.9K 2.09% 6
2023
Q3 		$4.45M Sell
26,398
-894
-3% -$144K 2.56% 5
2023
Q2 		$4.29M Sell
27,292
-577
-2% -$92.5K 2.36% 5
2023
Q1 		$4.55M Sell
27,869
-110
-0.4% -$18.4K 2.61% 4
2022
Q4 		$5.02M Buy
27,979
+24
+0.1% +$4.19K 3.07% 4
2022
Q3 		$4.02M Sell
27,955
-215
-0.8% -$32.8K 2.7% 4
2022
Q2 		$4.08M Buy
28,170
+31
+0.1% +$5.12K 2.66% 4
2022
Q1 		$4.58M Sell
28,139
-443
-2% -$63.5K 2.65% 5
2021
Q4 		$3.35M Buy
28,582
+45
+0.2% +$5.11K 1.95% 7
2021
Q3 		$2.9M Sell
28,537
-704
-2% -$70.2K 1.87% 10
2021
Q2 		$3.06M Sell
29,241
-200
-0.7% -$21.1K 2.16% 8
2021
Q1 		$3.08M Buy
29,441
+610
+2% +$59.6K 2.3% 6
2020
Q4 		$2.44M Buy
+28,831
New +$2.33M 2.18% 9

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

Sittner & Nelson's CVX Position: Q1 2026 in Review

Sittner & Nelson increased its Chevron (CVX) stake by 0.02% in Q1 2026, buying an estimated $1.09K and bringing the position to 27,213 shares worth $5.63M. The position accounts for 2.06% of the portfolio, ranked #9.

Sittner & Nelson first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sittner & Nelson held 27,213 shares of Chevron worth $5.63M as of Q1 2026.
  • Sittner & Nelson bought 6 Chevron shares in Q1 2026, an estimated $1.09K.
  • Chevron made up 2.06% of Sittner & Nelson's portfolio in Q1 2026, its #9 holding.
  • Sittner & Nelson first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.