Current position

Tom Russo’s Chevron (CVX) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gardner Russo & Quinn · formerly Gardner Russo & GardnerVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2007Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares68.28KHighest verified quarter-end share count
Quarters reported71Verified quarters with shares above zero
What happened?

Gardner Russo & Quinn · formerly Gardner Russo & Gardner first reported Chevron in Q1 2007. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gardner Russo & Quinn · formerly Gardner Russo & Gardner currently reports 2.47K shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change2.47K shares reported
Filing context

Quarter-end price $165.76 · Estimated holding basis $117.05

Q1 2026
Sold 7.5% of the position−200 shares · 2.47K shares remained
Filing context

Quarter-end price $206.90 · Estimated holding basis $117.05

Q2 2025
Sold 36.7% of the position−1.55K shares · 2.67K shares remained
Filing context

Quarter-end price $143.19 · Estimated holding basis $117.05

Q1 2025
Sold 5.6% of the position−248 shares · 4.22K shares remained
Filing context

Quarter-end price $167.27 · Estimated holding basis $117.05

Q4 2024
Bought 0.4% more+16 shares · 4.47K shares reported after the change
Filing context

Quarter-end price $144.83 · Estimated holding basis $117.05

Q3 2024
Sold 4.3% of the position−202 shares · 4.45K shares remained
Filing context

Quarter-end price $147.27 · Estimated holding basis $116.95

4 unchanged quarters are collapsed by default.

Portfolio importance

How important is Chevron in Gardner Russo & Quinn · formerly Gardner Russo & Gardner’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#75of 85 reported positions
Peak portfolio weight0.2%Q4 2010
Best historical rank#26Q3 2009
At peak importanceQ4 2010
CVX
0.2%
Largest holding
17.3%
Cross-investor discovery

Who else owns Chevron?

Also reported by 4 other tracked investors in their latest verified filings.

Warren BuffettBerkshire Hathaway
CVX4.7% of reported portfolio
Christopher BloomstranSemper Augustus Investments Group LLC
CVX0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
CVX0.1% of reported portfolio
Explore Chevron across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$209.512026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$165.76Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$117.05Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

View Chevron stock page →

This tracker follows the current SEC filer, Gardner Russo & Quinn LLC (formerly Gardner Russo & Gardner), not Tom Russo’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.