Vaughan & Co Securities
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Vaughan & Co Securities’s Chevron CVX Stock Holding History

Vaughan & Co 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
Q3 		$851K Sell
4,165
-21
-0.5% -$4.14K 0.4% 22
2026
Q2 		$694K Sell
4,186
-185
-4% -$34.4K 0.32% 33
2026
Q1 		$904K Sell
4,371
-48
-1% -$8.75K 0.47% 23
2025
Q4 		$674K Sell
4,419
-119
-3% -$18.1K 0.35% 32
2025
Q3 		$705K Buy
4,538
+845
+23% +$131K 0.37% 32
2025
Q2 		$529K Sell
3,693
-8
-0.2% -$1.13K 0.3% 43
2025
Q1 		$619K Buy
3,701
+33
+0.9% +$5.17K 0.38% 39
2024
Q4 		$531K Sell
3,668
-15
-0.4% -$2.3K 0.32% 41
2024
Q3 		$542K Sell
3,683
-16
-0.4% -$2.38K 0.32% 44
2024
Q2 		$579K Buy
3,699
+218
+6% +$34.8K 0.36% 41
2024
Q1 		$549K Sell
3,481
-283
-8% -$42.7K 0.35% 43
2023
Q4 		$561K Sell
3,764
-236
-6% -$35.7K 0.38% 42
2023
Q3 		$674K Sell
4,000
-23
-0.6% -$3.72K 0.5% 25
2023
Q2 		$633K Hold
4,023
– – 0.45% 32
2023
Q1 		$656K Sell
4,023
-286
-7% -$47.9K 0.49% 31
2022
Q4 		$773K Sell
4,309
-170
-4% -$29.7K 0.62% 27
2022
Q3 		$643K Sell
4,479
-1,740
-28% -$265K 0.56% 26
2022
Q2 		$900K Sell
6,219
-90
-1% -$14.9K 0.72% 16
2022
Q1 		$1.03M Sell
6,309
-669
-10% -$95.9K 0.71% 13
2021
Q4 		$819K Sell
6,978
-40
-0.6% -$4.54K 0.56% 17
2021
Q3 		$712K Hold
7,018
– – 0.53% 23
2021
Q2 		$735K Sell
7,018
-110
-2% -$11.6K 0.54% 20
2021
Q1 		$747K Buy
7,128
+2,045
+40% +$200K 0.6% 17
2020
Q4 		$430K Sell
5,083
-432
-8% -$35K 0.38% 35
2020
Q3 		$397K Hold
5,515
– – 0.41% 34
2020
Q2 		$492K Hold
5,515
– – 0.54% 23
2020
Q1 		$400K Sell
5,515
-55
-1% -$5.44K 0.51% 31
2019
Q4 		$671K Buy
+5,570
New +$656K 0.61% 19

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Vaughan & Co Securities's CVX Position: Q3 2026 in Review

Vaughan & Co Securities reduced its Chevron (CVX) stake by 0.5% in Q3 2026, selling an estimated $4.14K and leaving 4,165 shares worth $851K. The position accounts for 0.4% of the portfolio, ranked #22.

Vaughan & Co Securities first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.03M in Q1 2022. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Vaughan & Co Securities held 4,165 shares of Chevron worth $851K as of Q3 2026.
  • Vaughan & Co Securities sold 21 Chevron shares in Q3 2026, an estimated $4.14K.
  • Chevron made up 0.4% of Vaughan & Co Securities's portfolio in Q3 2026, its #22 holding.
  • Vaughan & Co Securities first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • Vaughan & Co Securities's Chevron position peaked at $1.03M in Q1 2022.
  • 2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Vaughan & Co Securities's 13F filing for Q3 2026, filed 23 Oct 2026.