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AFT Forsyth & Company’s Chevron CVX Stock Holding History

AFT Forsyth & Company’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 		$274K Sell
1,323
-250
-16% -$45.6K 0.13% 109
2025
Q4 		$240K Sell
1,573
-115
-7% -$17.5K 0.1% 119
2025
Q3 		$262K Hold
1,688
– – 0.13% 102
2025
Q2 		$242K Sell
1,688
-376
-18% -$53K 0.12% 104
2025
Q1 		$345K Hold
2,064
– – 0.19% 96
2024
Q4 		$299K Sell
2,064
-105
-5% -$16.1K 0.15% 109
2024
Q3 		$319K Hold
2,169
– – 0.16% 105
2024
Q2 		$339K Hold
2,169
– – 0.17% 108
2024
Q1 		$342K Hold
2,169
– – 0.19% 104
2023
Q4 		$324K Sell
2,169
-75
-3% -$11.3K 0.2% 104
2023
Q3 		$378K Hold
2,244
– – 0.28% 91
2023
Q2 		$353K Sell
2,244
-315
-12% -$50.5K 0.25% 99
2023
Q1 		$418K Buy
2,559
+150
+6% +$25.1K 0.32% 87
2022
Q4 		$432K Buy
2,409
+100
+4% +$17.5K 0.37% 85
2022
Q3 		$332K Buy
2,309
+200
+9% +$30.5K 0.3% 98
2022
Q2 		$305K Buy
2,109
+270
+15% +$44.6K 0.25% 106
2022
Q1 		$299K Buy
+1,839
New +$264K 0.19% 121
2020
Q1 		– Sell
-2,754
Closed -$332K – 128
2019
Q4 		$332K Hold
2,754
– – 0.25% 109
2019
Q3 		$327K Hold
2,754
– – 0.27% 107
2019
Q2 		$343K Hold
2,754
– – 0.28% 106
2019
Q1 		$339K Hold
2,754
– – 0.29% 102
2018
Q4 		$300K Sell
2,754
-145
-5% -$16.8K 0.3% 106
2018
Q3 		$354K Hold
2,899
– – 0.29% 108
2018
Q2 		$367K Hold
2,899
– – 0.32% 104
2018
Q1 		$331K Sell
2,899
-543
-16% -$64.9K 0.31% 105
2017
Q4 		$431K Buy
+3,442
New +$408K 0.42% 85
2013
Q3 		$595K Hold
4,896
– – 0.77% 45
2013
Q2 		$579K Buy
+4,896
New +$592K 0.83% 41

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AFT Forsyth & Company's CVX Position: Q1 2026 in Review

AFT Forsyth & Company reduced its Chevron (CVX) stake by 16% in Q1 2026, selling an estimated $45.6K and leaving 1,323 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #109.

AFT Forsyth & Company first reported a position in CVX in Q2 2013 and has held it in 28 quarters since. The position peaked at $595K in Q3 2013. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • AFT Forsyth & Company held 1,323 shares of Chevron worth $274K as of Q1 2026.
  • AFT Forsyth & Company sold 250 Chevron shares in Q1 2026, an estimated $45.6K.
  • Chevron made up 0.13% of AFT Forsyth & Company's portfolio in Q1 2026, its #109 holding.
  • AFT Forsyth & Company first reported a position in Chevron in Q2 2013 and has held it in 28 quarters since.
  • AFT Forsyth & Company's Chevron position peaked at $595K in Q3 2013.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.