Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Chevron Corp. (CVX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,470 0.01 Reduce 7.49% <0.01 $206.90 $511,043 SEC
2025   Q4 2,670 <0.01 $152.41 $406,935 SEC
2025   Q3 2,670 <0.01 $155.29 $414,624 SEC
2025   Q2 2,670 <0.01 Reduce 36.68% <0.01 $143.19 $382,317 SEC
2025   Q1 4,217 0.01 Reduce 5.55% <0.01 $167.27 $705,390 SEC
2024   Q4 4,465 0.01 Add 0.36% $144.83 $646,654 SEC
2024   Q3 4,449 0.01 Reduce 4.34% <0.01 $147.27 $655,190 SEC
2024   Q2 4,651 0.01 Add 0.32% $156.43 $727,560 SEC
2024   Q1 4,636 0.01 Reduce 2.15% <0.01 $157.73 $731,254 SEC
2023   Q4 4,738 0.01 Add 0.08% $149.15 $706,692 SEC
2023   Q3 4,734 0.01 Add 0.28% $168.60 $798,166 SEC
2023   Q2 4,721 0.01 Reduce 2.18% <0.01 $157.33 $742,776 SEC
2023   Q1 4,826 0.01 Add 0.27% $163.16 $787,426 SEC
2022   Q4 4,813 0.01 Add 0.23% $179.49 $863,898 SEC
2022   Q3 4,802 0.01 Add 0.27% $143.69 $690,000 SEC
2022   Q2 4,789 0.01 Add 0.23% $144.71 $693,000 SEC
2022   Q1 4,778 0.01 Add 0.23% $162.83 $778,000 SEC
2021   Q4 4,767 <0.01 Add 0.34% $117.26 $559,000 SEC
2021   Q3 4,751 <0.01 Reduce 1.70% <0.01 $101.45 $482,000 SEC
2021   Q2 4,833 <0.01 Add 0.33% $104.70 $506,000 SEC
2021   Q1 4,817 <0.01 Reduce 41.71% <0.01 $104.84 $505,000 SEC
2020   Q4 8,264 0.01 Reduce 7.87% <0.01 $84.46 $698,000 SEC
2020   Q3 8,970 0.01 Reduce 1.50% <0.01 $72.02 $646,000 SEC
2020   Q2 9,107 0.01 Add 16.04% <0.01 $89.27 $813,000 SEC
2020   Q1 7,848 0.01 Reduce 9.25% <0.01 $72.50 $569,000 SEC
2019   Q4 8,648 0.01 Reduce 4.42% <0.01 $120.49 $1,042,000 SEC
2019   Q3 9,048 0.01 Reduce 2.37% <0.01 $118.59 $1,073,000 SEC
2019   Q2 9,268 0.01 Reduce 7.44% <0.01 $124.41 $1,153,000 SEC
2019   Q1 10,013 0.01 Reduce 6.10% <0.01 $123.14 $1,233,000 SEC
2018   Q4 10,663 0.01 $108.79 $1,160,000 SEC
2018   Q3 10,663 0.01 Reduce 3.35% <0.01 $122.29 $1,304,000 SEC
2018   Q2 11,033 0.01 Reduce 10.65% <0.01 $126.44 $1,395,000 SEC
2018   Q1 12,348 0.01 Reduce 28.29% <0.01 $114.03 $1,408,000 SEC
2017   Q4 17,219 0.01 Reduce 29.01% <0.01 $125.21 $2,156,000 SEC
2017   Q3 24,256 0.02 Reduce 6.19% <0.01 $117.50 $2,850,000 SEC
2017   Q2 25,856 0.02 Reduce 4.32% <0.01 $104.35 $2,698,000 SEC
2017   Q1 27,022 0.02 Reduce 7.45% <0.01 $107.36 $2,901,000 SEC
2016   Q4 29,197 0.03 Reduce 17.85% <0.01 $117.68 $3,436,000 SEC
2016   Q3 35,542 0.03 Reduce 7.78% <0.01 $102.92 $3,658,000 SEC
2016   Q2 38,539 0.03 Reduce 5.73% <0.01 $104.83 $4,040,000 SEC
2016   Q1 40,883 0.03 Reduce 1.39% <0.01 $95.39 $3,900,000 SEC
2015   Q4 41,460 0.03 Reduce 0.12% $89.97 $3,730,000 SEC
2015   Q3 41,510 0.03 Reduce 1.10% <0.01 $78.87 $3,274,000 SEC
2015   Q2 41,973 0.04 Reduce 0.76% <0.01 $96.47 $4,049,000 SEC
2015   Q1 42,293 0.04 Reduce 5.24% <0.01 $104.98 $4,440,000 SEC
2014   Q4 44,630 0.05 Reduce 5.90% <0.01 $112.19 $5,007,000 SEC
2014   Q3 47,427 0.05 Reduce 0.73% <0.01 $119.32 $5,659,000 SEC
2014   Q2 47,777 0.06 Reduce 11.70% <0.01 $130.54 $6,237,000 SEC
2014   Q1 54,107 0.06 Reduce 16.45% 0.01 $118.91 $6,434,000 SEC
2013   Q4 64,761 0.08 Reduce 1.08% <0.01 $124.91 $8,089,000 SEC
2013   Q3 65,471 0.08 $121.50 $7,955,000 SEC
2013   Q2 65,471 0.09 Add 30.37% 0.02 $118.34 $7,748,000 SEC
2013   Q1 50,221 0.07 Reduce 0.49% <0.01 $118.81 $5,967,000 SEC
2012   Q4 50,466 0.08 Reduce 8.64% <0.01 $108.13 $5,457,000 SEC
2012   Q3 55,236 0.09 Reduce 12.63% 0.01 $116.55 $6,438,000 SEC
2012   Q2 63,224 0.10 Reduce 1.19% <0.01 $105.50 $6,670,000 SEC
2012   Q1 63,985 0.11 Reduce 0.75% <0.01 $107.21 $6,860,000 SEC
2011   Q4 64,471 0.13 Reduce 0.27% <0.01 $106.40 $6,860,000 SEC
2011   Q3 64,646 0.13 Reduce 5.18% <0.01 $92.60 $5,986,000 SEC
2011   Q2 68,176 0.13 Reduce 0.15% <0.01 $102.84 $7,011,000 SEC
2011   Q1 68,276 0.15 Add 0.64% <0.01 $107.49 $7,339,000 SEC
2010   Q4 67,842 0.24 Add 1.69% <0.01 $91.26 $6,191,000 SEC
2010   Q3 66,717 0.23 Add 1.25% <0.01 $81.04 $5,407,000 SEC
2010   Q2 65,892 0.22 Add 1.26% <0.01 $67.85 $4,471,000 SEC
2010   Q1 65,069 0.23 Add 17.10% 0.03 $75.83 $4,934,000 SEC
2009   Q4 55,569 0.23 Add 1.14% <0.01 $76.99 $4,278,000 SEC
2009   Q3 54,944 0.21 Add 79.59% 0.09 $70.44 $3,870,000 SEC
2009   Q2 30,594 0.12 Reduce 0.18% <0.01 $66.25 $2,027,000 SEC
2009   Q1 30,650 0.22 Reduce 7.96% 0.01 $67.24 $2,061,000 SEC
2008   Q4 33,300 0.14 Buy 0.14 $73.96 $2,463,000 SEC
2008   Q2 0 0.00 Sell 100.00% 0.05 SEC
2008   Q1 24,146 0.05 Add 0.45% <0.01 $85.36 $2,061,000 SEC
2007   Q4 24,039 0.05 Reduce 0.13% <0.01 $93.35 $2,244,000 SEC
2007   Q3 24,070 0.14 Add 0.84% <0.01 $93.56 $2,252,000 SEC
2007   Q2 23,870 0.04 Reduce 14.67% <0.01 $84.25 $2,011,000 SEC
2007   Q1 27,974 0.05 $73.96 $2,069,000 SEC
2006   Q4 27,974 0.05 Reduce 0.80% <0.01 $73.53 $2,057,000 SEC
2006   Q3 28,200 0.05 $64.86 $1,829,000 SEC
2006   Q2 28,200 0.05 Reduce 1.50% <0.01 $62.06 $1,750,000 SEC
2006   Q1 28,628 0.06 Reduce 5.61% <0.01 $57.99 $1,660,000 SEC
2005   Q4 30,328 0.05 Reduce 0.86% $56.78 $1,722,000 SEC
2005   Q3 30,592 <0.01 Reduce 8.08% 0.02 $64.72 $1,980,000 SEC
2005   Q2 33,282 0.30 Reduce 5.67% <0.01 $55,919.99 $1,861,129,000 SEC
2005   Q1 35,282 0.10 Add 3.09% <0.01 $58,309.99 $2,057,293,000 SEC
2004   Q4 34,226 0.09 Add 0.09% <0.01 $52,509.99 $1,797,207,000 SEC
2004   Q3 34,194 0.11 Add 134.25% 0.06 $53,640.00 $1,834,166,000 SEC
2004   Q2 14,597 0.08 Reduce 0.68% <0.01 $94,110.02 $1,373,724,000 SEC
2004   Q1 14,697 0.34 Add 2.15% <0.01 $87,780.02 $1,290,103,000 SEC
2003   Q4 14,387 0.10 Reduce 53.23% 0.08 $86,390.00 $1,242,893,000 SEC
2003   Q3 30,762 0.15 Add 704.87% 0.13 $71,450.00 $2,197,945,000 SEC
2003   Q2 3,822 0.02 Reduce 73.50% 0.07 $72,199.90 $275,948,000 SEC
2003   Q1 14,422 0.09 Reduce 7.11% <0.01 $64,649.98 $932,382,000 SEC
2002   Q4 15,526 0.13 Add 152.46% 0.08 $66,479.97 $1,032,168,000 SEC
2002   Q3 6,150 0.05 Reduce 6.28% <0.01 $69,249.92 $425,887,000 SEC
2002   Q2 6,562 0.06 Add 7.40% <0.01 $88,500.00 $580,737,000 SEC
2002   Q1 6,110 0.05 Add 2.19% <0.01 $90,270.05 $551,550,000 SEC
2001   Q4 5,979 0.07 Buy 0.07 $89,609.97 $535,778,000 SEC