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Altrius Capital Management’s Chevron CVX Stock Holding History

Altrius Capital Management’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 		$6.92M Sell
33,462
-162
-0.5% -$29.5K 1.38% 30
2025
Q4 		$5.12M Buy
33,624
+819
+2% +$125K 1.09% 51
2025
Q3 		$5.09M Buy
32,805
+649
+2% +$101K 1.16% 47
2025
Q2 		$4.6M Buy
32,156
+450
+1% +$63.4K 1.08% 48
2025
Q1 		$5.3M Buy
31,706
+113
+0.4% +$17.7K 1.29% 35
2024
Q4 		$4.58M Sell
31,593
-287
-0.9% -$43.9K 1.23% 39
2024
Q3 		$4.7M Buy
31,880
+3,688
+13% +$549K 1.18% 49
2024
Q2 		$4.41M Buy
28,192
+1,421
+5% +$227K 1.16% 47
2024
Q1 		$4.22M Buy
26,771
+2,454
+10% +$370K 1.06% 53
2023
Q4 		$3.63M Buy
24,317
+2,984
+14% +$451K 1.01% 55
2023
Q3 		$3.6M Buy
21,333
+434
+2% +$70.1K 1.07% 41
2023
Q2 		$3.29M Buy
20,899
+631
+3% +$101K 0.97% 53
2023
Q1 		$3.31M Buy
20,268
+286
+1% +$47.9K 1.01% 51
2022
Q4 		$3.59M Sell
19,982
-270
-1% -$47.1K 1.13% 36
2022
Q3 		$2.91M Sell
20,252
-17,171
-46% -$2.62M 1.11% 40
2022
Q2 		$5.42M Buy
+37,423
New +$6.19M 1.76% 4

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

Altrius Capital Management's CVX Position: Q1 2026 in Review

Altrius Capital Management reduced its Chevron (CVX) stake by 0.48% in Q1 2026, selling an estimated $29.5K and leaving 33,462 shares worth $6.92M. The position accounts for 1.38% of the portfolio, ranked #30.

Altrius Capital Management first reported a position in CVX in Q2 2022 and has held it in 16 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Altrius Capital Management held 33,462 shares of Chevron worth $6.92M as of Q1 2026.
  • Altrius Capital Management sold 162 Chevron shares in Q1 2026, an estimated $29.5K.
  • Chevron made up 1.38% of Altrius Capital Management's portfolio in Q1 2026, its #30 holding.
  • Altrius Capital Management first reported a position in Chevron in Q2 2022 and has held it in 16 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.