TD Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $517K | Sell |
2,499
-34
| -1% | -$6.2K | 0.05% | 78 |
|
|
2025
Q4 | $386K | Sell |
2,533
-16
| -0.6% | -$2.44K | 0.03% | 87 |
|
|
2025
Q3 | $396K | Buy |
2,549
+3
| +0.1% | +$465 | 0.04% | 83 |
|
|
2025
Q2 | $365K | Buy |
2,546
+1,476
| +138% | +$208K | 0.03% | 86 |
|
|
2025
Q1 | $179K | Buy |
1,070
+116
| +12% | +$18.2K | 0.02% | 118 |
|
|
2024
Q4 | $138K | Buy |
954
+35
| +4% | +$5.36K | 0.01% | 133 |
|
|
2024
Q3 | $135K | Buy |
919
+1
| +0.1% | +$149 | 0.01% | 134 |
|
|
2024
Q2 | $144K | Sell |
918
-200
| -18% | -$31.9K | 0.02% | 121 |
|
|
2024
Q1 | $176K | Buy |
1,118
+37
| +3% | +$5.58K | 0.02% | 110 |
|
|
2023
Q4 | $161K | Hold |
1,081
| – | – | 0.02% | 107 |
|
|
2023
Q3 | $182K | Hold |
1,081
| – | – | 0.02% | 101 |
|
|
2023
Q2 | $170K | Hold |
1,081
| – | – | 0.02% | 100 |
|
|
2023
Q1 | $176K | Buy |
1,081
+200
| +23% | +$33.5K | 0.02% | 93 |
|
|
2022
Q4 | $158K | Buy |
881
+43
| +5% | +$7.5K | 0.02% | 95 |
|
|
2022
Q3 | $120K | Buy |
+838
| New | +$128K | 0.02% | 111 |
|
|
2022
Q1 | – | Sell |
-838
| Closed | -$98K | – | 149 |
|
|
2021
Q4 | $98K | Hold |
838
| – | – | 0.01% | 126 |
|
|
2021
Q3 | $85K | Hold |
838
| – | – | 0.01% | 127 |
|
|
2021
Q2 | $88K | Sell |
838
-154
| -16% | -$16.3K | 0.01% | 116 |
|
|
2021
Q1 | $104K | Buy |
992
+2
| +0.2% | +$195 | 0.01% | 97 |
|
|
2020
Q4 | $84K | Buy |
990
+152
| +18% | +$12.3K | 0.01% | 95 |
|
|
2020
Q3 | $60K | Hold |
838
| – | – | 0.01% | 96 |
|
|
2020
Q2 | $75K | Hold |
838
| – | – | 0.01% | 86 |
|
|
2020
Q1 | $61K | Buy |
838
+35
| +4% | +$3.46K | 0.01% | 86 |
|
|
2019
Q4 | $97K | Sell |
803
-226
| -22% | -$26.6K | 0.02% | 76 |
|
|
2019
Q3 | $122K | Hold |
1,029
| – | – | 0.02% | 64 |
|
|
2019
Q2 | $128K | Hold |
1,029
| – | – | 0.03% | 59 |
|
|
2019
Q1 | $127K | Hold |
1,029
| – | – | 0.03% | 57 |
|
|
2018
Q4 | $112K | Buy |
1,029
+34
| +3% | +$3.94K | 0.03% | 57 |
|
|
2018
Q3 | $122K | Buy |
995
+234
| +31% | +$28.4K | 0.03% | 53 |
|
|
2018
Q2 | $96K | Buy |
761
+7
| +0.9% | +$869 | 0.03% | 60 |
|
|
2018
Q1 | $86K | Buy |
754
+7
| +0.9% | +$837 | 0.02% | 62 |
|
|
2017
Q4 | $93K | Buy |
747
+547
| +274% | +$64.9K | 0.03% | 63 |
|
|
2017
Q3 | $24K | Buy |
+200
| New | +$21.8K | 0.01% | 93 |
|
|
2016
Q4 | – | Sell |
-34
| Closed | -$3K | – | 177 |
|
|
2016
Q3 | $3K | Buy |
+34
| New | +$3.47K | ﹤0.01% | 131 |
|
|
2013
Q4 | – | Sell |
-900
| Closed | -$109K | – | 162 |
|
|
2013
Q3 | $109K | Buy |
900
+41
| +5% | +$5.04K | 0.03% | 86 |
|
|
2013
Q2 | $102K | Buy |
+859
| New | +$104K | 0.02% | 86 |
|
Other funds holding CVX
VCM
VPM
TD Capital Management's CVX Position: Q1 2026 in Review
TD Capital Management reduced its Chevron (CVX) stake by 1.3% in Q1 2026, selling an estimated $6.2K and leaving 2,499 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #78.
TD Capital Management first reported a position in CVX in Q2 2013 and has held it in 36 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- TD Capital Management held 2,499 shares of Chevron worth $517K as of Q1 2026.
- TD Capital Management sold 34 Chevron shares in Q1 2026, an estimated $6.2K.
- Chevron made up 0.05% of TD Capital Management's portfolio in Q1 2026, its #78 holding.
- TD Capital Management first reported a position in Chevron in Q2 2013 and has held it in 36 quarters since.
- 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.