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American Investment Services’s Chevron CVX Stock Holding History

American Investment Services’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 		$11.8M Sell
57,149
-405
-0.7% -$73.9K 2.64% 8
2025
Q4 		$8.77M Buy
57,554
+188
+0.3% +$28.6K 2.04% 12
2025
Q3 		$8.91M Buy
57,366
+5,687
+11% +$881K 2.14% 12
2025
Q2 		$7.4M Buy
51,679
+7,896
+18% +$1.11M 1.89% 14
2025
Q1 		$7.32M Buy
43,783
+8,151
+23% +$1.28M 1.29% 22
2024
Q4 		$5.16M Buy
35,632
+11,222
+46% +$1.72M 0.91% 33
2024
Q3 		$3.59M Buy
24,410
+8,113
+50% +$1.21M 0.6% 41
2024
Q2 		$2.55M Buy
16,297
+9,424
+137% +$1.5M 0.45% 49
2024
Q1 		$1.08M Buy
6,873
+2,924
+74% +$441K 0.19% 74
2023
Q4 		$589K Sell
3,949
-413
-9% -$62.5K 0.11% 96
2023
Q3 		$736K Sell
4,362
-10,229
-70% -$1.65M 0.16% 79
2023
Q2 		$2.3M Sell
14,591
-52,612
-78% -$8.43M 0.47% 48
2023
Q1 		$12.1M Hold
67,203
– – 2.48% 9
2022
Q4 		$12.1M Sell
67,203
-16,220
-19% -$2.83M 2.48% 9
2022
Q3 		$12M Sell
83,423
-24,020
-22% -$3.66M 2.85% 8
2022
Q2 		$15.6M Sell
107,443
-22,745
-17% -$3.76M 3.54% 8
2022
Q1 		$21.2M Sell
130,188
-15,008
-10% -$2.15M 4.66% 4
2021
Q4 		$17M Buy
145,196
+7,592
+6% +$862K 3.73% 5
2021
Q3 		$14M Buy
137,604
+14,001
+11% +$1.4M 3.13% 8
2021
Q2 		$12.9M Buy
123,603
+15,610
+14% +$1.65M 2.98% 8
2021
Q1 		$11.3M Buy
107,993
+17,572
+19% +$1.72M 3.06% 9
2020
Q4 		$7.64M Buy
90,421
+2,809
+3% +$227K 2.32% 14
2020
Q3 		$6.31M Buy
87,612
+2,951
+3% +$248K 2.12% 14
2020
Q2 		$7.55M Sell
84,661
-1,354
-2% -$121K 2.66% 10
2020
Q1 		$6.23M Sell
86,015
-5,365
-6% -$530K 2.39% 10
2019
Q4 		$11M Buy
91,380
+5,581
+7% +$657K 3.33% 8
2019
Q3 		$10.2M Sell
85,799
-21,836
-20% -$2.65M 3.2% 8
2019
Q2 		$13.4M Sell
107,635
-22,110
-17% -$2.67M 4.25% 8
2019
Q1 		$16M Buy
129,745
+6,206
+5% +$734K 5.08% 6
2018
Q4 		$13.4M Sell
123,539
-4,766
-4% -$552K 4.79% 6
2018
Q3 		$15.7M Sell
128,305
-9,685
-7% -$1.17M 5.29% 6
2018
Q2 		$17.4M Sell
137,990
-35,667
-21% -$4.43M 6.03% 5
2018
Q1 		$19.8M Sell
173,657
-18,435
-10% -$2.2M 7% 4
2017
Q4 		$24M Sell
192,092
-15,586
-8% -$1.85M 8.79% 3
2017
Q3 		$24.4M Sell
207,678
-8,493
-4% -$927K 9.34% 2
2017
Q2 		$22.6M Buy
216,171
+5,952
+3% +$631K 8.94% 2
2017
Q1 		$22.6M Buy
210,219
+5,476
+3% +$614K 9.18% 2
2016
Q4 		$24M Buy
204,743
+949
+0.5% +$103K 10.03% 2
2016
Q3 		$21M Buy
203,794
+9,119
+5% +$931K 8.72% 3
2016
Q2 		$20.4M Buy
194,675
+10,893
+6% +$1.1M 8.83% 3
2016
Q1 		$17.5M Buy
183,782
+28,299
+18% +$2.48M 8.59% 3
2015
Q4 		$14M Buy
155,483
+12,334
+9% +$1.11M 7.61% 4
2015
Q3 		$11.3M Buy
143,149
+29,209
+26% +$2.46M 6.29% 5
2015
Q2 		$11M Buy
113,940
+25,983
+30% +$2.73M 5.87% 5
2015
Q1 		$9.23M Buy
87,957
+38,117
+76% +$4.07M 5.01% 5
2014
Q4 		$5.59M Buy
49,840
+22,576
+83% +$2.56M 3.05% 10
2014
Q3 		$3.25M Buy
27,264
+9,898
+57% +$1.26M 1.8% 12
2014
Q2 		$2.27M Buy
17,366
+7,917
+84% +$985K 1.24% 12
2014
Q1 		$1.12M Buy
+9,449
New +$1.1M 0.65% 25

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

American Investment Services's CVX Position: Q1 2026 in Review

American Investment Services reduced its Chevron (CVX) stake by 0.7% in Q1 2026, selling an estimated $73.9K and leaving 57,149 shares worth $11.8M. The position accounts for 2.64% of the portfolio, ranked #8.

American Investment Services first reported a position in CVX in Q1 2014 and has held it in 49 quarters since. The position peaked at $24.4M in Q3 2017. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • American Investment Services held 57,149 shares of Chevron worth $11.8M as of Q1 2026.
  • American Investment Services sold 405 Chevron shares in Q1 2026, an estimated $73.9K.
  • Chevron made up 2.64% of American Investment Services's portfolio in Q1 2026, its #8 holding.
  • American Investment Services first reported a position in Chevron in Q1 2014 and has held it in 49 quarters since.
  • American Investment Services's Chevron position peaked at $24.4M in Q3 2017.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.