Aft Forsyth & Sober’s Chevron CVX Stock Holding History

Aft Forsyth & Sober’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	$2.75M	Hold	13,300	–	–	0.84%	36
2025 Q4	$2.03M	Hold	13,300	–	–	0.61%	39
2025 Q3	$2.07M	Hold	13,300	–	–	0.64%	37
2025 Q2	$1.9M	Buy	13,300 +250	+2%	+$35.2K	0.64%	37
2025 Q1	$2.18M	Buy	13,050 +150	+1%	+$23.5K	0.76%	42
2024 Q4	$1.87M	Hold	12,900	–	–	0.61%	43
2024 Q3	$1.9M	Hold	12,900	–	–	0.62%	47
2024 Q2	$2.02M	Hold	12,900	–	–	0.69%	40
2024 Q1	$2.03M	Sell	12,900 -550	-4%	-$83K	0.72%	43
2023 Q4	$2.01M	Hold	13,450	–	–	0.77%	38
2023 Q3	$2.27M	Hold	13,450	–	–	0.96%	24
2023 Q2	$2.12M	Buy	13,450 +550	+4%	+$88.2K	0.88%	24
2023 Q1	$2.1M	Sell	12,900 -550	-4%	-$92.2K	1.06%	20
2022 Q4	$2.41M	Hold	13,450	–	–	1.09%	16
2022 Q3	$1.93M	Hold	13,450	–	–	0.94%	20
2022 Q2	$1.95M	Hold	13,450	–	–	0.91%	23
2022 Q1	$2.19M	Hold	13,450	–	–	0.86%	25
2021 Q4	$1.58M	Hold	13,450	–	–	0.55%	48
2021 Q3	$1.36M	Buy	13,450 +300	+2%	+$29.9K	0.51%	53
2021 Q2	$1.38M	Hold	13,150	–	–	0.52%	39
2021 Q1	$1.38M	Buy	+13,150	New	+$1.28M	0.56%	36

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aft Forsyth & Sober's CVX Position: Q1 2026 in Review

Aft Forsyth & Sober held its Chevron (CVX) position steady in Q1 2026 at 13,300 shares worth $2.75M. The position accounts for 0.84% of the portfolio, ranked #36.

Aft Forsyth & Sober first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Aft Forsyth & Sober held 13,300 shares of Chevron worth $2.75M as of Q1 2026.
Aft Forsyth & Sober left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.84% of Aft Forsyth & Sober's portfolio in Q1 2026, its #36 holding.
Aft Forsyth & Sober first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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