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AlTi Global’s Chevron CVX Stock Holding History

AlTi Global’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 		$38.1M Buy
185,654
+14,557
+9% +$2.65M 0.83% 21
2025
Q4 		$26.1M Sell
171,097
-1,071
-0.6% -$163K 0.56% 26
2025
Q3 		$26.7M Buy
172,168
+1,726
+1% +$267K 0.63% 23
2025
Q2 		$24.7M Buy
170,442
+4,767
+3% +$672K 0.62% 23
2025
Q1 		$27.7M Sell
165,675
-21,274
-11% -$3.33M 0.73% 20
2024
Q4 		$27.7M Buy
186,949
+512
+0.3% +$78.4K 0.67% 22
2024
Q3 		$27.5M Buy
186,437
+24,729
+15% +$3.68M 0.66% 21
2024
Q2 		$25.3M Sell
161,708
-22,697
-12% -$3.62M 0.68% 20
2024
Q1 		$29.1M Buy
184,405
+2,169
+1% +$327K 0.81% 18
2023
Q4 		$27.2M Buy
+182,236
New +$27.6M 0.83% 19

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 $336B AUM 34.66% 1-Year Est. Return

AlTi Global's CVX Position: Q1 2026 in Review

AlTi Global increased its Chevron (CVX) stake by 8.5% in Q1 2026, buying an estimated $2.65M and bringing the position to 185,654 shares worth $38.1M. The position accounts for 0.83% of the portfolio, ranked #21.

AlTi Global first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • AlTi Global held 185,654 shares of Chevron worth $38.1M as of Q1 2026.
  • AlTi Global bought 14,557 Chevron shares in Q1 2026, an estimated $2.65M.
  • Chevron made up 0.83% of AlTi Global's portfolio in Q1 2026, its #21 holding.
  • AlTi Global first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.