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Spring Capital Management’s Chevron CVX Stock Holding History

Spring Capital 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
Q3 		$7.37M Buy
36,098
+179
+0.5% +$35.2K 3.54% 10
2026
Q2 		$5.95M Buy
35,919
+252
+0.7% +$46.9K 2.9% 13
2026
Q1 		$7.38M Sell
35,667
-1,139
-3% -$208K 3.73% 10
2025
Q4 		$5.61M Buy
36,806
+58
+0.2% +$8.83K 2.84% 15
2025
Q3 		$5.71M Buy
36,748
+699
+2% +$108K 2.79% 16
2025
Q2 		$5.16M Buy
36,049
+687
+2% +$96.8K 2.72% 17
2025
Q1 		$5.92M Buy
35,362
+2
+0% +$313 3.23% 12
2024
Q4 		$5.12M Buy
35,360
+3,732
+12% +$571K 3.06% 16
2024
Q3 		$5.33M Buy
31,628
+307
+1% +$45.7K 4.33% 9
2024
Q2 		$4.93M Buy
31,321
+1,640
+6% +$262K 3.89% 13
2024
Q1 		$4.68M Sell
29,681
-2,395
-7% -$361K 3.53% 13
2023
Q4 		$4.78M Sell
32,076
-518
-2% -$78.3K 3.75% 13
2023
Q3 		$5.5M Buy
32,594
+1,273
+4% +$206K 4.62% 9
2023
Q2 		$4.93M Sell
31,321
-962
-3% -$154K 3.86% 13
2023
Q1 		$5.27M Sell
32,283
-26
-0.1% -$4.36K 4.24% 9
2022
Q4 		$5.8M Sell
32,309
-323
-1% -$56.4K 5.01% 6
2022
Q3 		$4.69M Sell
32,632
-115
-0.4% -$17.5K 4.46% 8
2022
Q2 		$4.74M Sell
32,747
-294
-0.9% -$48.6K 4.2% 8
2022
Q1 		$5.38M Sell
33,041
-27
-0.1% -$3.87K 4.37% 8
2021
Q4 		$3.88M Buy
+33,068
New +$3.76M 3.08% 18

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Spring Capital Management's CVX Position: Q3 2026 in Review

Spring Capital Management increased its Chevron (CVX) stake by 0.5% in Q3 2026, buying an estimated $35.2K and bringing the position to 36,098 shares worth $7.37M. The position accounts for 3.54% of the portfolio, ranked #10.

Spring Capital Management first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.38M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Spring Capital Management held 36,098 shares of Chevron worth $7.37M as of Q3 2026.
  • Spring Capital Management bought 179 Chevron shares in Q3 2026, an estimated $35.2K.
  • Chevron made up 3.54% of Spring Capital Management's portfolio in Q3 2026, its #10 holding.
  • Spring Capital Management first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • Spring Capital Management's Chevron position peaked at $7.38M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Spring Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.