9823 Capital’s Chevron CVX Stock Holding History

9823 Capital’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,895	Closed	-$441K	–	51
2025 Q4	$441K	Buy	+2,895	New	+$441K	0.3%	21

Other funds holding CVX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

9823 Capital's CVX Position: Q1 2026 in Review

9823 Capital sold out of Chevron (CVX) in Q1 2026, closing a stake of 2,895 shares — an estimated $441K sold.

9823 Capital first reported a position in CVX in Q4 2025 and held it in 1 quarter. The position peaked at $441K in Q4 2025. 4,294 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

9823 Capital reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
9823 Capital sold 2,895 Chevron shares in Q1 2026, an estimated $441K.
9823 Capital first reported a position in Chevron in Q4 2025 and held it in 1 quarter.
9823 Capital's Chevron position peaked at $441K in Q4 2025.
4,294 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on 9823 Capital's 13F filing for Q1 2026, filed 15 May 2026.