David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Chevron Corp. (CVX)
← All CVX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 1.90 $117.29–174.76 · VW $151.63i SEC
2021   Q4 124,415 1.90 Reduce 1.41% 0.03 $101.88–119.34 · VW $112.86i $14,600,000 SEC
2021   Q3 126,200 1.80 Add 1.28% 0.02 $92.86–107.10 · VW $100.47i $12,803,000 SEC
2021   Q2 124,606 1.88 Reduce 3.40% 0.07 $96.31–113.11 · VW $104.72i $13,051,000 SEC
2021   Q1 128,986 2.02 Add 0.74% 0.01 $83.89–112.70 · VW $100.46i $13,516,000 SEC
2020   Q4 128,037 1.82 Reduce 0.08% <0.01 $65.16–95.82 · VW $81.81i $10,813,000 SEC
2020   Q3 128,135 1.79 Add 36.48% 0.48 $70.50–93.01 · VW $78.50i $9,226,000 SEC
2020   Q2 93,885 1.61 Reduce 3.15% 0.05 $67.61–103.59 · VW $86.81i $8,377,000 SEC
2020   Q1 96,943 1.60 Add 87.02% 0.74 $51.60–122.72 · VW $82.26i $7,024,000 SEC
2019   Q4 51,837 1.02 Reduce 4.17% 0.05 $110.42–122.94 · VW $117.96i $6,247,000 SEC
2019   Q3 54,090 1.14 Reduce 2.12% 0.03 $114.35–127.00 · VW $119.98i $6,415,000 SEC
2019   Q2 55,262 1.24 Reduce 10.07% 0.13 $113.72–127.34 · VW $121.83i $6,877,000 SEC
2019   Q1 61,450 1.32 Reduce 2.82% 0.04 $107.10–126.92 · VW $119.07i $7,569,000 SEC
2018   Q4 63,232 1.30 Reduce 44.74% 1.02 $100.22–127.60 · VW $112.20i $6,879,000 SEC
2018   Q3 114,429 2.27 Reduce 3.92% 0.10 $113.39–128.55 · VW $121.41i $13,992,000 SEC
2018   Q2 119,092 2.52 Reduce 7.23% 0.18 $110.54–131.08 · VW $122.68i $15,057,000 SEC
2018   Q1 128,373 2.44 Reduce 0.99% 0.03 $108.02–133.88 · VW $118.65i $14,640,000 SEC
2017   Q4 129,662 2.59 Reduce 11.14% 0.32 $112.57–126.20 · VW $121.32i $16,232,000 SEC
2017   Q3 145,911 2.83 Reduce 1.12% 0.03 $102.55–118.33 · VW $112.79i $17,145,000 SEC
2017   Q2 147,571 2.64 Add 0.68% 0.02 $102.55–110.67 · VW $105.85i $15,396,000 SEC
2017   Q1 146,579 2.77 Reduce 2.81% 0.08 $105.82–119.00 · VW $110.73i $15,738,000 SEC
2016   Q4 150,815 3.01 Add 0.72% 0.02 $99.61–119.00 · VW $112.10i $17,751,000 SEC
2016   Q3 149,740 2.72 Add 6.67% 0.17 $97.53–107.58 · VW $102.68i $15,411,000 SEC
2016   Q2 140,371 2.86 Reduce 3.54% 0.10 $92.43–105.00 · VW $100.75i $14,715,000 SEC
2016   Q1 145,525 2.74 Reduce 0.85% 0.02 $75.33–97.91 · VW $89.55i $13,883,000 SEC
2015   Q4 146,773 2.57 Reduce 27.61% 0.64 $77.31–98.64 · VW $88.64i $13,204,000 SEC
2015   Q3 202,751 2.30 Add 2.03% 0.05 $69.58–96.67 · VW $81.71i $15,993,000 SEC
2015   Q2 198,709 2.41 Reduce 7.28% 0.19 $96.22–112.20 · VW $101.63i $19,169,000 SEC
2015   Q1 214,311 2.60 Add 1.69% 0.04 $98.88–113.00 · VW $105.62i $22,498,000 SEC
2014   Q4 210,740 2.67 Add 4.57% 0.12 $100.15–120.17 · VW $110.83i $23,641,000 SEC
2014   Q3 201,525 2.80 Add 1.11% 0.03 $118.66–135.10 · VW $124.36i $24,046,000 SEC
2014   Q2 199,308 2.96 Add 0.60% 0.02 $116.50–133.57 · VW $126.87i $26,020,000 SEC
2014   Q1 198,111 2.82 Add 3.41% 0.09 $109.27–125.32 · VW $117.83i $23,557,000 SEC
2013   Q4 191,574 2.90 Add 1.81% 0.05 $114.44–125.65 · VW $121.67i $23,929,000 SEC
2013   Q3 188,165 3.09 Reduce 3.02% 0.10 $117.22–127.83 · VW $122.18i $22,862,000 SEC
2013   Q2 194,017 3.21 Add 0.84% 0.03 $114.12–127.40 · VW $119.95i $22,960,000 SEC
2013   Q1 192,400 3.38 Reduce 5.99% 0.22 $108.74–121.56 · VW $116.37i $22,861,000 SEC
2012   Q4 204,668 3.64 Reduce 3.17% 0.12 $100.66–118.38 · VW $109.06i $22,133,000 SEC
2012   Q3 211,363 3.68 Reduce 8.03% 0.28 $103.29–118.53 · VW $112.79i $24,636,000 SEC
2012   Q2 229,829 3.50 Reduce 2.10% 0.07 $95.73–108.79 · VW $103.34i $24,247,000 SEC
2012   Q1 234,765 3.30 Reduce 2.92% 0.11 $102.08–112.28 · VW $107.19i $25,169,000 SEC
2011   Q4 241,830 3.69 Reduce 6.37% 0.23 $86.68–110.01 · VW $101.03i $25,731,000 SEC
2011   Q3 258,285 3.56 Reduce 3.73% 0.12 $87.30–109.75 · VW $96.55i $23,897,000 SEC
2011   Q2 268,297 3.23 Add 1.08% 0.03 $97.00–109.94 · VW $103.26i $27,592,000 SEC
2011   Q1 265,423 3.34 Reduce 9.81% 0.33 $90.12–109.65 · VW $102.42i $28,514,000 SEC
2010   Q4 294,286 3.40 Reduce 1.64% 0.06 $80.41–92.39 · VW $88.02i $26,854,000 SEC
2010   Q3 299,191 3.52 Reduce 21.35% 0.71 $66.83–82.19 · VW $76.69i $24,249,000 SEC
2010   Q2 380,405 3.34 Add 0.41% 0.01 $67.80–83.41 · VW $73.02i $25,814,000 SEC
2010   Q1 378,835 3.28 Reduce 5.09% 0.17 $69.55–81.09 · VW $75.49i $28,727,000 SEC
2009   Q4 399,170 3.32 Reduce 1.41% 0.05 $67.87–79.82 · VW $74.89i $30,732,000 SEC
2009   Q3 404,894 3.23 Reduce 0.83% 0.03 $60.88–73.37 · VW $68.23i $28,517,000 SEC
2009   Q2 408,282 3.63 Reduce 1.01% 0.04 $63.06–72.75 · VW $67.35i $27,049,000 SEC
2009   Q1 412,440 4.35 Reduce 11.42% 0.52 $56.12–78.45 · VW $67.27i $27,732,000 SEC
2008   Q4 465,627 4.51 Reduce 10.59% 0.45 $55.50–83.70 · VW $71.06i $34,442,000 SEC
2008   Q3 520,776 4.22 Reduce 4.16% 0.24 $77.50–100.00 · VW $86.66i $42,954,000 SEC
2008   Q2 543,403 5.71 Reduce 5.73% 0.23 $84.57–104.63 · VW $96.11i $53,868,000 SEC
2008   Q1 576,437 4.04 Reduce 5.17% 0.21 $76.40–95.21 · VW $85.66i $49,205,000 SEC
2007   Q4 607,838 4.12 Reduce 3.61% 0.14 $81.92–95.20 · VW $90.15i $56,730,000 SEC
2007   Q3 630,578 3.90 Reduce 5.83% 0.21 $78.25–95.50 · VW $89.11i $59,009,000 SEC
2007   Q2 669,613 3.64 Reduce 0.22% <0.01 $74.05–85.19 · VW $81.16i $56,408,000 SEC
2007   Q1 671,078 3.56 Add 4.18% 0.14 $64.99–74.98 · VW $71.31i $49,633,000 SEC
2006   Q4 644,140 3.28 Add 1.03% 0.03 $62.22–76.20 · VW $70.65i $47,364,000 SEC
2006   Q3 637,575 3.05 Add 13.70% 0.37 $60.72–68.47 · VW $64.68i $41,353,000 SEC
2006   Q2 560,758 2.52 Add 17.87% 0.38 $55.41–63.65 · VW $60.37i $34,801,000 SEC
2006   Q1 475,733 1.83 Add 190.47% 1.20 $53.76–62.72 · VW $58.15i $27,578,000 SEC
2005   Q4 163,778 0.60 Add 0.15% <0.01 $54.80–65.49 · VW $59.02i $9,298,000 SEC
2005   Q3 163,531 0.66 Reduce 4.72% 0.03 $56.11–65.98 · VW $62.27i $10,585,000 SEC
2005   Q2 171,631 0.54 Reduce 0.04% <0.01 $49.81–59.48 · VW $55.07i $9,598,000 SEC
2005   Q1 171,706 0.54 Add 2460.48% 0.52 $50.40–63.15 · VW $57.29i $10,012,000 SEC
2004   Q4 6,706 0.03 Add 1.05% <0.01 $50.99–56.07 · VW $53.19i $352,000 SEC
2004   Q3 6,636 0.03 Reduce 1.98% <0.01 $46.21–54.49 · VW $51.45i $356,000 SEC
2004   Q2 6,770 0.03 Reduce 52.01% 0.03 $43.95–47.50 · VW $46.17i $319,000 SEC
2004   Q1 14,106 0.05 Buy 0.05 $41.99–45.71 · VW $43.86i $619,000 SEC
Price snapshot:
Current price$182.20
52-week low$140.64
52-week high$212.76