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Sunbelt Securities’s Chevron CVX Stock Holding History

Sunbelt Securities’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 		$5.5M Sell
26,565
-813
-3% -$148K 0.35% 55
2025
Q4 		$4.17M Buy
27,378
+1,776
+7% +$270K 0.28% 68
2025
Q3 		$3.98M Sell
25,602
-10,035
-28% -$1.55M 0.27% 70
2025
Q2 		$5.16M Buy
35,637
+10,646
+43% +$1.5M 0.46% 43
2025
Q1 		$4.18M Sell
24,991
-10,646
-30% -$1.67M 0.37% 52
2024
Q4 		$5.1M Sell
35,637
-883
-2% -$135K 0.45% 44
2024
Q3 		$5.38M Sell
36,520
-3,279
-8% -$488K 0.53% 41
2024
Q2 		$6.23M Buy
39,799
+5,481
+16% +$874K 0.64% 34
2024
Q1 		$5.41M Buy
34,318
+3,723
+12% +$562K 0.6% 36
2023
Q4 		$4.56M Buy
30,595
+1,419
+5% +$215K 0.57% 36
2023
Q3 		$4.92M Sell
29,176
-1,990
-6% -$321K 0.68% 29
2023
Q2 		$4.9M Sell
31,166
-946
-3% -$152K 0.71% 26
2023
Q1 		$5.21M Buy
32,112
+4,490
+16% +$753K 0.84% 21
2022
Q4 		$4.96M Sell
27,622
-508
-2% -$88.6K 0.97% 16
2022
Q3 		$4.04M Buy
28,130
+152
+0.5% +$23.2K 0.85% 22
2022
Q2 		$4.05M Sell
27,978
-740
-3% -$122K 0.86% 19
2022
Q1 		$4.75M Sell
28,718
-19,433
-40% -$2.79M 0.87% 17
2021
Q4 		$6.57M Buy
48,151
+582
+1% +$66.1K 1.07% 14
2021
Q3 		$4.69M Hold
47,569
– – 0.84% 25
2021
Q2 		$4.69M Sell
47,569
-436
-0.9% -$46K 0.84% 25
2021
Q1 		$5.03M Buy
48,005
+1,851
+4% +$181K 0.99% 16
2020
Q4 		$3.9M Buy
46,154
+19,925
+76% +$1.61M 0.81% 30
2020
Q3 		$1.89M Sell
26,229
-783
-3% -$65.9K 0.53% 49
2020
Q2 		$2.41M Sell
27,012
-12
-0% -$1.07K 0.83% 27
2020
Q1 		$1.96M Sell
27,024
-136,533
-83% -$13.5M 0.08% 96
2019
Q4 		$19.7M Sell
163,557
-6,865
-4% -$809K 2.07% 4
2019
Q3 		$20.2M Buy
170,422
+142,700
+515% +$17.3M 2.27% 5
2019
Q2 		$3.45M Sell
27,722
-820
-3% -$99.2K 1.5% 10
2019
Q1 		$3.52M Buy
28,542
+3,703
+15% +$438K 1.76% 7
2018
Q4 		$2.7M Buy
24,839
+1,948
+9% +$226K 1.57% 11
2018
Q3 		$2.8M Buy
22,891
+2,078
+10% +$252K 1.5% 14
2018
Q2 		$2.63M Buy
20,813
+15,136
+267% +$1.88M 1.57% 12
2018
Q1 		$647K Buy
5,677
+187
+3% +$22.4K 0.59% 47
2017
Q4 		$687K Buy
5,490
+95
+2% +$11.3K 0.67% 39
2017
Q3 		$634K Buy
5,395
+352
+7% +$38.4K 0.67% 40
2017
Q2 		$526K Sell
5,043
-120
-2% -$12.7K 0.99% 24
2017
Q1 		$554K Buy
5,163
+24
+0.5% +$2.69K 0.83% 26
2016
Q4 		$605K Sell
5,139
-158
-3% -$17.2K 0.92% 23
2016
Q3 		$545K Buy
5,297
+9
+0.2% +$919 0.66% 33
2016
Q2 		$554K Sell
5,288
-64
-1% -$6.44K 0.72% 31
2016
Q1 		$511K Sell
5,352
-1,860
-26% -$163K 0.74% 31
2015
Q4 		$649K Sell
7,212
-98
-1% -$8.84K 0.91% 24
2015
Q3 		$577K Buy
7,310
+1,117
+18% +$94K 0.78% 25
2015
Q2 		$597K Buy
6,193
+248
+4% +$26K 0.82% 26
2015
Q1 		$624K Buy
5,945
+4
+0.1% +$427 0.93% 20
2014
Q4 		$666K Buy
+5,941
New +$675K 0.87% 19

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

Sunbelt Securities's CVX Position: Q1 2026 in Review

Sunbelt Securities reduced its Chevron (CVX) stake by 3% in Q1 2026, selling an estimated $148K and leaving 26,565 shares worth $5.5M. The position accounts for 0.35% of the portfolio, ranked #55.

Sunbelt Securities first reported a position in CVX in Q4 2014 and has held it in 46 quarters since. The position peaked at $20.2M in Q3 2019. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sunbelt Securities held 26,565 shares of Chevron worth $5.5M as of Q1 2026.
  • Sunbelt Securities sold 813 Chevron shares in Q1 2026, an estimated $148K.
  • Chevron made up 0.35% of Sunbelt Securities's portfolio in Q1 2026, its #55 holding.
  • Sunbelt Securities first reported a position in Chevron in Q4 2014 and has held it in 46 quarters since.
  • Sunbelt Securities's Chevron position peaked at $20.2M in Q3 2019.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.