Tortoise Investment 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
Q2 | $354K | Buy |
2,134
+74
| +4% | +$13.8K | 0.03% | 196 |
|
|
2026
Q1 | $426K | Sell |
2,060
-1,084
| -34% | -$198K | 0.04% | 175 |
|
|
2025
Q4 | $479K | Buy |
3,144
+26
| +0.8% | +$3.96K | 0.04% | 160 |
|
|
2025
Q3 | $484K | Buy |
3,118
+138
| +5% | +$21.4K | 0.04% | 152 |
|
|
2025
Q2 | $427K | Sell |
2,980
-64
| -2% | -$9.02K | 0.04% | 155 |
|
|
2025
Q1 | $509K | Sell |
3,044
-57
| -2% | -$8.92K | 0.05% | 140 |
|
|
2024
Q4 | $449K | Buy |
3,101
+7
| +0.2% | +$1.07K | 0.05% | 153 |
|
|
2024
Q3 | $456K | Buy |
3,094
+9
| +0.3% | +$1.34K | 0.05% | 153 |
|
|
2024
Q2 | $483K | Sell |
3,085
-18
| -0.6% | -$2.87K | 0.06% | 147 |
|
|
2024
Q1 | $489K | Buy |
3,103
+24
| +0.8% | +$3.62K | 0.06% | 155 |
|
|
2023
Q4 | $459K | Sell |
3,079
-1,311
| -30% | -$198K | 0.06% | 150 |
|
|
2023
Q3 | $740K | Buy |
4,390
+14
| +0.3% | +$2.26K | 0.11% | 120 |
|
|
2023
Q2 | $689K | Buy |
4,376
+630
| +17% | +$101K | 0.1% | 124 |
|
|
2023
Q1 | $611K | Hold |
3,746
| – | – | 0.1% | 124 |
|
|
2022
Q4 | $672K | Sell |
3,746
-1,025
| -21% | -$179K | 0.12% | 117 |
|
|
2022
Q3 | $685K | Buy |
4,771
+2,565
| +116% | +$391K | 0.13% | 107 |
|
|
2022
Q2 | $319K | Hold |
2,206
| – | – | 0.06% | 145 |
|
|
2022
Q1 | $359K | Buy |
2,206
+698
| +46% | +$100K | 0.07% | 136 |
|
|
2021
Q4 | $177K | Hold |
1,508
| – | – | 0.03% | 175 |
|
|
2021
Q3 | $153K | Sell |
1,508
-600
| -28% | -$59.8K | 0.03% | 178 |
|
|
2021
Q2 | $221K | Sell |
2,108
-600
| -22% | -$63.3K | 0.05% | 146 |
|
|
2021
Q1 | $284K | Hold |
2,708
| – | – | 0.06% | 131 |
|
|
2020
Q4 | $229K | Hold |
2,708
| – | – | 0.05% | 137 |
|
|
2020
Q3 | $195K | Hold |
2,708
| – | – | 0.05% | 138 |
|
|
2020
Q2 | $242K | Sell |
2,708
-95
| -3% | -$8.51K | 0.06% | 118 |
|
|
2020
Q1 | $203K | Sell |
2,803
-432
| -13% | -$42.7K | 0.06% | 126 |
|
|
2019
Q4 | $390K | Buy |
3,235
+432
| +15% | +$50.9K | 0.09% | 102 |
|
|
2019
Q3 | $332K | Sell |
2,803
-789
| -22% | -$95.8K | 0.09% | 114 |
|
|
2019
Q2 | $447K | Buy |
3,592
+95
| +3% | +$11.5K | 0.11% | 96 |
|
|
2019
Q1 | $431K | Hold |
3,497
| – | – | 0.11% | 98 |
|
|
2018
Q4 | $380K | Sell |
3,497
-106
| -3% | -$12.3K | 0.1% | 104 |
|
|
2018
Q3 | $441K | Hold |
3,603
| – | – | 0.12% | 100 |
|
|
2018
Q2 | $456K | Hold |
3,603
| – | – | 0.13% | 94 |
|
|
2018
Q1 | $411K | Hold |
3,603
| – | – | 0.11% | 97 |
|
|
2017
Q4 | $451K | Buy |
3,603
+189
| +6% | +$22.4K | 0.13% | 92 |
|
|
2017
Q3 | $401K | Buy |
3,414
+2,400
| +237% | +$262K | 0.12% | 95 |
|
|
2017
Q2 | $106K | Hold |
1,014
| – | – | 0.03% | 156 |
|
|
2017
Q1 | $109K | Sell |
1,014
-315
| -24% | -$35.3K | 0.04% | 141 |
|
|
2016
Q4 | $156K | Buy |
1,329
+421
| +46% | +$45.8K | 0.05% | 120 |
|
|
2016
Q3 | $93K | Sell |
908
-74
| -8% | -$7.56K | 0.03% | 145 |
|
|
2016
Q2 | $103K | Sell |
982
-1,409
| -59% | -$142K | 0.04% | 133 |
|
|
2016
Q1 | $228K | Sell |
2,391
-392
| -14% | -$34.3K | 0.08% | 99 |
|
|
2015
Q4 | $250K | Buy |
2,783
+392
| +16% | +$35.3K | 0.09% | 102 |
|
|
2015
Q3 | $189K | Hold |
2,391
| – | – | 0.07% | 107 |
|
|
2015
Q2 | $231K | Hold |
2,391
| – | – | 0.09% | 100 |
|
|
2015
Q1 | $251K | Hold |
2,391
| – | – | 0.1% | 93 |
|
|
2014
Q4 | $268K | Hold |
2,391
| – | – | 0.11% | 87 |
|
|
2014
Q3 | $285K | Hold |
2,391
| – | – | 0.12% | 88 |
|
|
2014
Q2 | $312K | Buy |
2,391
+436
| +22% | +$54.2K | 0.13% | 81 |
|
|
2014
Q1 | $232K | Hold |
1,955
| – | – | 0.11% | 88 |
|
|
2013
Q4 | $244K | Sell |
1,955
-36
| -2% | -$4.35K | 0.13% | 82 |
|
|
2013
Q3 | $242K | Hold |
1,991
| – | – | 0.15% | 79 |
|
|
2013
Q2 | $236K | Buy |
+1,991
| New | +$241K | 0.16% | 74 |
|
Other funds holding CVX
Tortoise Investment Management's CVX Position: Q2 2026 in Review
Tortoise Investment Management increased its Chevron (CVX) stake by 3.6% in Q2 2026, buying an estimated $13.8K and bringing the position to 2,134 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #196.
Tortoise Investment Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $740K in Q3 2023. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Tortoise Investment Management held 2,134 shares of Chevron worth $354K as of Q2 2026.
- Tortoise Investment Management bought 74 Chevron shares in Q2 2026, an estimated $13.8K.
- Chevron made up 0.03% of Tortoise Investment Management's portfolio in Q2 2026, its #196 holding.
- Tortoise Investment Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
- Tortoise Investment Management's Chevron position peaked at $740K in Q3 2023.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.