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South Street Advisors’s Chevron CVX Stock Holding History

South Street Advisors’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 		$866K Hold
4,186
– – 0.13% 51
2025
Q4 		$638K Hold
4,186
– – 0.09% 53
2025
Q3 		$650K Buy
4,186
+1,580
+61% +$245K 0.09% 54
2025
Q2 		$373K Hold
2,606
– – 0.06% 55
2025
Q1 		$436K Sell
2,606
-48
-2% -$7.51K 0.07% 52
2024
Q4 		$384K Sell
2,654
-12,750
-83% -$1.95M 0.06% 56
2024
Q3 		$2.27M Sell
15,404
-1,796
-10% -$267K 0.34% 43
2024
Q2 		$2.69M Buy
17,200
+50
+0.3% +$7.97K 0.41% 39
2024
Q1 		$2.71M Hold
17,150
– – 0.43% 38
2023
Q4 		$2.56M Buy
17,150
+20
+0.1% +$3.02K 0.48% 39
2023
Q3 		$2.89M Hold
17,130
– – 0.58% 36
2023
Q2 		$2.7M Hold
17,130
– – 0.53% 36
2023
Q1 		$2.79M Buy
17,130
+1,500
+10% +$251K 0.57% 36
2022
Q4 		$2.81M Hold
15,630
– – 0.62% 34
2022
Q3 		$2.25M Buy
15,630
+48
+0.3% +$7.32K 0.55% 38
2022
Q2 		$2.26M Hold
15,582
– – 0.51% 37
2022
Q1 		$2.54M Buy
15,582
+180
+1% +$25.8K 0.48% 37
2021
Q4 		$1.81M Sell
15,402
-3,900
-20% -$443K 0.32% 40
2021
Q3 		$1.96M Hold
19,302
– – 0.37% 40
2021
Q2 		$2.02M Buy
+19,302
New +$2.04M 0.38% 37
2021
Q1 		– Sell
-10,932
Closed -$923K – 39
2020
Q4 		$923K Sell
10,932
-5,760
-35% -$466K 0.2% 36
2020
Q3 		$1.2M Buy
16,692
+890
+6% +$74.9K 0.29% 31
2020
Q2 		$1.41M Buy
15,802
+550
+4% +$49.2K 0.38% 30
2020
Q1 		$1.1M Sell
15,252
-588
-4% -$58.1K 0.36% 31
2019
Q4 		$1.91M Buy
15,840
+6,860
+76% +$808K 0.49% 32
2019
Q3 		$1.06M Hold
8,980
– – 0.31% 37
2019
Q2 		$1.12M Hold
8,980
– – 0.33% 38
2019
Q1 		$1.11M Hold
8,980
– – 0.34% 40
2018
Q4 		$977K Sell
8,980
-670
-7% -$77.6K 0.34% 38
2018
Q3 		$1.18K Buy
9,650
+260
+3% +$31.5K 0.18% 39
2018
Q2 		$1.19M Buy
9,390
+900
+11% +$112K 0.36% 38
2018
Q1 		$968 Buy
8,490
+410
+5% +$49K 0.1% 40
2017
Q4 		$1.01M Buy
8,080
+1,400
+21% +$166K 0.31% 38
2017
Q3 		$784 Hold
6,680
– – 0.15% 41
2017
Q2 		$696K Sell
6,680
-40
-0.6% -$4.24K 0.23% 43
2017
Q1 		$721 Hold
6,720
– – 0.1% 43
2016
Q4 		$790K Sell
6,720
-4,100
-38% -$446K 0.28% 42
2016
Q3 		$1.11M Hold
10,820
– – 0.34% 38
2016
Q2 		$1.13M Hold
10,820
– – 0.36% 35
2016
Q1 		$1.03M Sell
10,820
-10
-0.1% -$875 0.34% 35
2015
Q4 		$974K Sell
10,830
-650
-6% -$58.6K 0.31% 38
2015
Q3 		$905K Sell
11,480
-400
-3% -$33.7K 0.31% 38
2015
Q2 		$1.15M Hold
11,880
– – 0.36% 39
2015
Q1 		$1.25K Buy
11,880
+550
+5% +$58.7K 0.37% 38
2014
Q4 		$1.27M Sell
11,330
-290
-2% -$32.9K 0.42% 38
2014
Q3 		$1.39M Hold
11,620
– – 0.5% 38
2014
Q2 		$1.52K Hold
11,620
– – 0.43% 38
2014
Q1 		$1.38M Sell
11,620
-55,950
-83% -$6.51M 0.55% 36
2013
Q4 		$8.44M Buy
67,570
+110
+0.2% +$13.3K 3.53% 10
2013
Q3 		$8.2M Buy
67,460
+810
+1% +$99.6K 3.93% 4
2013
Q2 		$7.89M Buy
+66,650
New +$8.06M 4.14% 5

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

South Street Advisors's CVX Position: Q1 2026 in Review

South Street Advisors held its Chevron (CVX) position steady in Q1 2026 at 4,186 shares worth $866K. The position accounts for 0.13% of the portfolio, ranked #51.

South Street Advisors first reported a position in CVX in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.44M in Q4 2013. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • South Street Advisors held 4,186 shares of Chevron worth $866K as of Q1 2026.
  • South Street Advisors left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.13% of South Street Advisors's portfolio in Q1 2026, its #51 holding.
  • South Street Advisors first reported a position in Chevron in Q2 2013 and has held it in 51 quarters since.
  • South Street Advisors's Chevron position peaked at $8.44M in Q4 2013.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on South Street Advisors's 13F filing for Q1 2026, filed 13 May 2026.