Wedgewood Investors’s Chevron CVX Stock Holding History

Wedgewood Investors’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	$1.04M	Sell	5,015 -108	-2%	-$19.7K	1.19%	26
2025 Q4	$781K	Hold	5,123	–	–	0.89%	32
2025 Q3	$796K	Buy	5,123 +1	+0%	+$155	0.87%	33
2025 Q2	$733K	Hold	5,122	–	–	0.84%	33
2025 Q1	$857K	Hold	5,122	–	–	1.02%	30
2024 Q4	$742K	Hold	5,122	–	–	0.87%	33
2024 Q3	$754K	Buy	5,122 +21	+0.4%	+$3.13K	0.82%	35
2024 Q2	$798K	Buy	+5,101	New	+$813K	0.95%	32
2023 Q4	$752K	Hold	5,044	–	–	0.94%	32
2023 Q3	$851K	Hold	5,044	–	–	1.15%	24
2023 Q2	$794K	Hold	5,044	–	–	1.02%	33
2023 Q1	$823K	Sell	5,044 -200	-4%	-$33.5K	1.08%	29
2022 Q4	$941K	Buy	5,244 +592	+13%	+$103K	1.24%	24
2022 Q3	$668K	Hold	4,652	–	–	1.03%	34
2022 Q2	$674K	Hold	4,652	–	–	0.95%	37
2022 Q1	$757K	Hold	4,652	–	–	0.91%	36
2021 Q4	$546K	Buy	4,652 +110	+2%	+$12.5K	0.64%	44
2021 Q3	$461K	Sell	4,542 -133	-3%	-$13.3K	0.6%	52
2021 Q2	$490K	Hold	4,675	–	–	0.62%	50
2021 Q1	$490K	Hold	4,675	–	–	0.61%	47
2020 Q4	$395K	Sell	4,675 -200	-4%	-$16.2K	0.52%	54
2020 Q3	$351K	Sell	4,875 -153	-3%	-$12.9K	0.52%	55
2020 Q2	$449K	Hold	5,028	–	–	0.72%	42
2020 Q1	$364K	Sell	5,028 -410	-8%	-$40.5K	0.7%	41
2019 Q4	$655K	Sell	5,438 -310	-5%	-$36.5K	0.94%	33
2019 Q3	$682K	Sell	5,748 -100	-2%	-$12.1K	1.02%	33
2019 Q2	$728K	Sell	5,848 -3	-0.1%	-$363	1.04%	31
2019 Q1	$721K	Buy	5,851 +74	+1%	+$8.76K	1.12%	32
2018 Q4	$629K	Hold	5,777	–	–	1.15%	30
2018 Q3	$706K	Buy	5,777 +260	+5%	+$31.5K	1.12%	29
2018 Q2	$698K	Hold	5,517	–	–	1.19%	26
2018 Q1	$629K	Hold	5,517	–	–	0.54%	51
2017 Q4	$691K	Sell	5,517 -7	-0.1%	-$830	0.56%	46
2017 Q3	$649K	Hold	5,524	–	–	0.55%	46
2017 Q2	$576K	Sell	5,524 -100	-2%	-$10.6K	0.5%	51
2017 Q1	$604K	Hold	5,624	–	–	0.53%	45
2016 Q4	$662K	Hold	5,624	–	–	0.61%	40
2016 Q3	$579K	Sell	5,624 -25	-0.4%	-$2.55K	0.54%	45
2016 Q2	$592K	Hold	5,649	–	–	0.56%	44
2016 Q1	$539K	Hold	5,649	–	–	0.54%	44
2015 Q4	$508K	Sell	5,649 -165	-3%	-$14.9K	0.51%	45
2015 Q3	$459K	Sell	5,814 -459	-7%	-$38.6K	0.47%	48
2015 Q2	$605K	Hold	6,273	–	–	0.58%	41
2015 Q1	$659K	Sell	6,273 -515	-8%	-$55K	0.64%	39
2014 Q4	$761K	Buy	6,788 +1,069	+19%	+$121K	0.75%	35
2014 Q3	$682K	Hold	5,719	–	–	0.71%	37
2014 Q2	$747K	Sell	5,719 -50	-0.9%	-$6.22K	0.77%	37
2014 Q1	$686K	Sell	5,769 -100	-2%	-$11.6K	0.74%	36
2013 Q4	$733K	Buy	5,869 +400	+7%	+$48.4K	0.82%	31
2013 Q3	$664K	Buy	5,469 +350	+7%	+$43K	0.79%	32
2013 Q2	$606K	Buy	+5,119	New	+$619K	0.78%	33

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wedgewood Investors's CVX Position: Q1 2026 in Review

Wedgewood Investors reduced its Chevron (CVX) stake by 2.1% in Q1 2026, selling an estimated $19.7K and leaving 5,015 shares worth $1.04M. The position accounts for 1.19% of the portfolio, ranked #26.

Wedgewood Investors first reported a position in CVX in Q2 2013 and has held it in 51 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Wedgewood Investors held 5,015 shares of Chevron worth $1.04M as of Q1 2026.
Wedgewood Investors sold 108 Chevron shares in Q1 2026, an estimated $19.7K.
Chevron made up 1.19% of Wedgewood Investors's portfolio in Q1 2026, its #26 holding.
Wedgewood Investors first reported a position in Chevron in Q2 2013 and has held it in 51 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.