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Stack Financial Management, Inc

SEC CIK
0001308685
Latest filing
Aug 3, 2026

CVX holding history

Chevron Corp in every 13F filed by Stack Financial Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
263,390
Value
$43.7M
% of portfolio
3.4%
Quarters held
22
Since Q1 2021
Holdings of CVX by Stack Financial Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026263,390$43.7M3.4%−5,061−1.9%ReducedHolders
Q1 2026268,451$55.5M4.1%−932−0.3%ReducedHolders
Q4 2025269,383$41.1M3.1%−1,713−0.6%ReducedHolders
Q3 2025271,096$42.1M3.5%−3,891−1.4%ReducedHolders
Q2 2025274,987$39.4M3.5%−3,350−1.2%ReducedHolders
Q1 2025278,337$46.6M3.9%−4,266−1.5%ReducedHolders
Q4 2024282,603$40.9M3.7%−1,740−0.6%ReducedHolders
Q3 2024284,343$41.9M3.8%+1,009+0.4%AddedHolders
Q2 2024283,334$44.3M4.1%−602−0.2%ReducedHolders
Q1 2024283,936$44.8M4.1%+67,550+31.2%AddedHolders
Q4 2023216,386$32.3M3.6%−3,573−1.6%ReducedHolders
Q3 2023219,959$37.1M4.3%+1,390+0.6%AddedHolders
Q2 2023218,569$34.4M3.8%+259+0.1%AddedHolders
Q1 2023218,310$35.6M4.3%−112,134−33.9%ReducedHolders
Q4 2022330,444$59.3M6.0%−810.0%ReducedHolders
Q3 2022330,525$47.5M5.0%+2,248+0.7%AddedHolders
Q2 2022328,277$47.5M4.7%−2,348−0.7%ReducedHolders
Q1 2022330,625$53.8M4.3%−643−0.2%ReducedHolders
Q4 2021331,268$38.9M3.4%+468+0.1%AddedHolders
Q3 2021330,800$33.6M3.2%+3,225+1.0%AddedHolders
Q2 2021327,575$34.3M2.9%+5,576+1.7%AddedHolders
Q1 2021321,999$33.7M2.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.