Zacks 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
Q1
$60.1M Sell
290,375
-204
-0.1% -$37.2K 0.48% 59
2025
Q4
$44.3M Sell
290,579
-2,469
-0.8% -$376K 0.35% 75
2025
Q3
$45.5M Buy
293,048
+1,186
+0.4% +$184K 0.36% 74
2025
Q2
$41.8M Sell
291,862
-832
-0.3% -$117K 0.36% 79
2025
Q1
$49M Buy
292,694
+8,151
+3% +$1.28M 0.46% 64
2024
Q4
$41.2M Sell
284,543
-22,082
-7% -$3.38M 0.38% 75
2024
Q3
$45.2M Sell
306,625
-655,170
-68% -$97.5M 0.39% 68
2024
Q2
$150M Sell
961,795
-85,045
-8% -$13.6M 1.69% 9
2024
Q1
$165M Buy
1,046,840
+41,966
+4% +$6.33M 1.76% 11
2023
Q4
$150M Sell
1,004,874
-54,928
-5% -$8.31M 1.85% 6
2023
Q3
$179M Sell
1,059,802
-2,089
-0.2% -$337K 2.31% 3
2023
Q2
$167M Buy
1,061,891
+12,043
+1% +$1.93M 2.1% 5
2023
Q1
$171M Buy
1,049,848
+13,620
+1% +$2.28M 2.3% 3
2022
Q4
$186M Buy
1,036,228
+1,062
+0.1% +$185K 2.6% 2
2022
Q3
$149M Buy
1,035,166
+31,004
+3% +$4.73M 2.38% 3
2022
Q2
$145M Buy
1,004,162
+58,274
+6% +$9.63M 2.22% 3
2022
Q1
$154M Buy
945,888
+71,112
+8% +$10.2M 2.14% 3
2021
Q4
$103M Buy
874,776
+19,946
+2% +$2.27M 1.44% 12
2021
Q3
$86.7M Buy
854,830
+24,107
+3% +$2.4M 1.37% 14
2021
Q2
$87M Buy
830,723
+117,267
+16% +$12.4M 1.41% 10
2021
Q1
$74.8M Sell
713,456
-23,601
-3% -$2.3M 1.33% 14
2020
Q4
$62.2M Sell
737,057
-52,234
-7% -$4.23M 1.15% 17
2020
Q3
$56.8M Buy
789,291
+38,567
+5% +$3.24M 1.15% 20
2020
Q2
$67M Sell
750,724
-10,835
-1% -$970K 1.47% 14
2020
Q1
$55.2M Buy
761,559
+2,013
+0.3% +$199K 1.35% 17
2019
Q4
$91.5M Buy
759,546
+76
+0% +$8.95K 1.71% 6
2019
Q3
$90.1M Buy
759,470
+16,806
+2% +$2.04M 1.81% 7
2019
Q2
$92.4M Buy
742,664
+5,674
+0.8% +$686K 1.9% 5
2019
Q1
$90.8M Buy
736,990
+185,280
+34% +$21.9M 1.95% 5
2018
Q4
$60M Sell
551,710
-7,425
-1% -$860K 1.45% 13
2018
Q3
$68.4M Sell
559,135
-115
-0% -$14K 1.43% 12
2018
Q2
$70.7M Sell
559,250
-745
-0.1% -$92.5K 1.54% 11
2018
Q1
$63.9M Buy
559,995
+10,708
+2% +$1.28M 1.42% 12
2017
Q4
$68.8M Buy
549,287
+6,088
+1% +$722K 1.5% 13
2017
Q3
$63.8M Buy
543,199
+1,309
+0.2% +$143K 1.49% 11
2017
Q2
$56.5M Buy
541,890
+3,680
+0.7% +$390K 1.4% 14
2017
Q1
$57.8M Buy
538,210
+25,927
+5% +$2.91M 1.47% 12
2016
Q4
$60.3M Buy
512,283
+25,045
+5% +$2.73M 1.73% 9
2016
Q3
$50.1M Buy
487,238
+29,778
+7% +$3.04M 1.42% 15
2016
Q2
$48M Buy
457,460
+9,738
+2% +$979K 1.46% 14
2016
Q1
$42.7M Buy
447,722
+108,104
+32% +$9.46M 1.36% 16
2015
Q4
$30.6M Sell
339,618
-6,485
-2% -$585K 1% 28
2015
Q3
$27.3M Sell
346,103
-60,434
-15% -$5.09M 0.95% 28
2015
Q2
$39.2M Sell
406,537
-2,128
-0.5% -$223K 1.24% 15
2015
Q1
$42.9M Buy
408,665
+22,101
+6% +$2.36M 1.36% 10
2014
Q4
$43.4M Sell
386,564
-17,942
-4% -$2.04M 1.41% 9
2014
Q3
$48.2M Buy
404,506
+8,227
+2% +$1.05M 1.68% 3
2014
Q2
$51.8M Buy
396,279
+8,352
+2% +$1.04M 1.84% 3
2014
Q1
$46.1M Buy
387,927
+15,072
+4% +$1.75M 1.71% 4
2013
Q4
$46.6M Sell
372,855
-8,640
-2% -$1.04M 1.84% 2
2013
Q3
$46.4M Buy
381,495
+6,259
+2% +$769K 2% 1
2013
Q2
$44.4M Buy
+375,236
New +$45.4M 2.04% 1

Other funds holding CVX

Zacks Investment Management's CVX Position: Q1 2026 in Review

Zacks Investment Management reduced its Chevron (CVX) stake by 0.07% in Q1 2026, selling an estimated $37.2K and leaving 290,375 shares worth $60.1M. The position accounts for 0.48% of the portfolio, ranked #59.

Zacks Investment Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $186M in Q4 2022. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Zacks Investment Management held 290,375 shares of Chevron worth $60.1M as of Q1 2026.
  • Zacks Investment Management sold 204 Chevron shares in Q1 2026, an estimated $37.2K.
  • Chevron made up 0.48% of Zacks Investment Management's portfolio in Q1 2026, its #59 holding.
  • Zacks Investment Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Zacks Investment Management's Chevron position peaked at $186M in Q4 2022.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.