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Vaughan David Investments’s Chevron CVX Stock Holding History

Vaughan David Investments’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 		$67.2M Sell
324,669
-1,959
-0.6% -$357K 1.42% 16
2025
Q4 		$49.8M Buy
326,628
+2,353
+0.7% +$358K 1.08% 35
2025
Q3 		$50.4M Sell
324,275
-4,380
-1% -$678K 1.09% 38
2025
Q2 		$47.1M Buy
328,655
+2,973
+0.9% +$419K 1.05% 38
2025
Q1 		$54.5M Sell
325,682
-97
-0% -$15.2K 1.27% 18
2024
Q4 		$47.2M Buy
325,779
+3,796
+1% +$581K 1.12% 31
2024
Q3 		$47.4M Buy
321,983
+6,746
+2% +$1M 1.09% 37
2024
Q2 		$49.3M Buy
315,237
+2,207
+0.7% +$352K 1.25% 20
2024
Q1 		$49.4M Buy
313,030
+6,079
+2% +$917K 1.23% 22
2023
Q4 		$45.8M Buy
306,951
+8,570
+3% +$1.3M 1.25% 24
2023
Q3 		$50.3M Buy
298,381
+3,507
+1% +$566K 1.52% 10
2023
Q2 		$46.4M Buy
294,874
+2,907
+1% +$466K 1.36% 16
2023
Q1 		$47.6M Sell
291,967
-2,637
-0.9% -$442K 1.44% 11
2022
Q4 		$52.9M Sell
294,604
-1,638
-0.6% -$286K 1.57% 6
2022
Q3 		$42.6M Buy
296,242
+1,226
+0.4% +$187K 1.43% 10
2022
Q2 		$42.7M Buy
295,016
+3,094
+1% +$511K 1.36% 11
2022
Q1 		$47.5M Sell
291,922
-5,314
-2% -$762K 1.4% 14
2021
Q4 		$34.9M Buy
297,236
+3,920
+1% +$445K 1.02% 45
2021
Q3 		$29.8M Buy
293,316
+7,420
+3% +$740K 0.95% 60
2021
Q2 		$29.9M Buy
285,896
+6,058
+2% +$640K 0.94% 58
2021
Q1 		$29.3M Buy
279,838
+6,508
+2% +$635K 0.93% 50
2020
Q4 		$23.1M Buy
273,330
+14,538
+6% +$1.18M 0.79% 68
2020
Q3 		$18.6M Buy
258,792
+4,576
+2% +$385K 0.72% 69
2020
Q2 		$22.7M Buy
254,216
+7,188
+3% +$644K 0.93% 51
2020
Q1 		$17.9M Buy
247,028
+19,878
+9% +$1.96M 0.83% 59
2019
Q4 		$27.4M Buy
227,150
+1,338
+0.6% +$158K 1% 43
2019
Q3 		$26.8M Buy
225,812
+1,102
+0.5% +$134K 1.03% 40
2019
Q2 		$28M Buy
224,710
+5,287
+2% +$639K 1.11% 27
2019
Q1 		$27M Buy
219,423
+2,383
+1% +$282K 1.14% 28
2018
Q4 		$23.6M Sell
217,040
-3,054
-1% -$354K 1.1% 30
2018
Q3 		$26.9M Buy
220,094
+1,686
+0.8% +$205K 1.14% 29
2018
Q2 		$27.6M Sell
218,408
-11,218
-5% -$1.39M 1.28% 22
2018
Q1 		$26.2M Buy
229,626
+3,347
+1% +$400K 1.24% 29
2017
Q4 		$28.3M Buy
226,279
+2,402
+1% +$285K 1.31% 21
2017
Q3 		$26.3M Sell
223,877
-2,743
-1% -$299K 1.29% 25
2017
Q2 		$23.6M Buy
226,620
+8,611
+4% +$912K 1.19% 33
2017
Q1 		$23.4M Buy
218,009
+3,731
+2% +$418K 1.21% 30
2016
Q4 		$25.2M Sell
214,278
-9,450
-4% -$1.03M 1.35% 19
2016
Q3 		$23M Buy
223,728
+5,545
+3% +$566K 1.25% 27
2016
Q2 		$22.9M Buy
218,183
+1,387
+0.6% +$140K 1.26% 30
2016
Q1 		$20.7M Buy
216,796
+3,323
+2% +$291K 1.18% 42
2015
Q4 		$19.2M Sell
213,473
-3,350
-2% -$302K 1.15% 40
2015
Q3 		$17.1M Buy
216,823
+9,157
+4% +$771K 1.08% 52
2015
Q2 		$20M Buy
207,666
+2,105
+1% +$221K 1.18% 37
2015
Q1 		$21.6M Buy
205,561
+2,889
+1% +$308K 1.28% 31
2014
Q4 		$22.7M Buy
202,672
+5,350
+3% +$608K 1.31% 28
2014
Q3 		$23.5M Sell
197,322
-346
-0.2% -$44.2K 1.44% 15
2014
Q2 		$25.8M Buy
197,668
+322
+0.2% +$40.1K 1.54% 10
2014
Q1 		$23.5M Buy
197,346
+1,715
+0.9% +$199K 1.47% 16
2013
Q4 		$24.4M Buy
195,631
+524
+0.3% +$63.3K 1.57% 13
2013
Q3 		$23.7M Sell
195,107
-4,842
-2% -$595K 1.65% 6
2013
Q2 		$23.7M Buy
+199,949
New +$24.2M 1.67% 8

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 $336B AUM 34.66% 1-Year Est. Return

Vaughan David Investments's CVX Position: Q1 2026 in Review

Vaughan David Investments reduced its Chevron (CVX) stake by 0.6% in Q1 2026, selling an estimated $357K and leaving 324,669 shares worth $67.2M. The position accounts for 1.42% of the portfolio, ranked #16.

Vaughan David Investments first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Vaughan David Investments held 324,669 shares of Chevron worth $67.2M as of Q1 2026.
  • Vaughan David Investments sold 1,959 Chevron shares in Q1 2026, an estimated $357K.
  • Chevron made up 1.42% of Vaughan David Investments's portfolio in Q1 2026, its #16 holding.
  • Vaughan David Investments first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Vaughan David Investments's 13F filing for Q1 2026, filed 12 May 2026.