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Analyst IMS Investment Management Services’s Chevron CVX Stock Holding History

Analyst IMS Investment Management 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 		$2.86M Buy
13,830
+7,253
+110% +$1.32M 0.09% 51
2025
Q4 		$1M Sell
6,577
-122
-2% -$18.6K 0.03% 84
2025
Q3 		$1.04M Sell
6,699
-52
-0.8% -$8.05K 0.03% 82
2025
Q2 		$966K Buy
6,751
+67
+1% +$9.45K 0.03% 91
2025
Q1 		$1.12M Sell
6,684
-264
-4% -$41.3K 0.04% 80
2024
Q4 		$1.01M Sell
6,948
-6,370
-48% -$975K 0.04% 84
2024
Q3 		$1.96M Buy
13,318
+7,878
+145% +$1.17M 0.08% 55
2024
Q2 		$851K Buy
5,440
+977
+22% +$156K 0.03% 78
2024
Q1 		$704K Buy
4,463
+2,094
+88% +$316K 0.03% 76
2023
Q4 		$353K Buy
2,369
+38
+2% +$5.75K 0.02% 87
2023
Q3 		$398K Buy
2,331
+655
+39% +$106K 0.02% 81
2023
Q2 		$262K Buy
+1,676
New +$269K 0.02% 89
2018
Q2 		– Sell
-6,000
Closed -$684K – 102
2018
Q1 		$684K Hold
6,000
– – 0.22% 72
2017
Q4 		$751K Hold
6,000
– – 0.23% 71
2017
Q3 		$706K Hold
6,000
– – 0.23% 74
2017
Q2 		$626K Hold
6,000
– – 0.22% 75
2017
Q1 		$644K Hold
6,000
– – 0.25% 71
2016
Q4 		$706K Hold
6,000
– – 0.31% 63
2016
Q3 		$618K Hold
6,000
– – 0.26% 67
2016
Q2 		$629K Hold
6,000
– – 0.27% 62
2016
Q1 		$572K Hold
6,000
– – 0.25% 67
2015
Q4 		$540K Hold
6,000
– – 0.23% 68
2015
Q3 		$473K Hold
6,000
– – 0.2% 73
2015
Q2 		$579K Hold
6,000
– – 0.23% 74
2015
Q1 		$630K Hold
6,000
– – 0.24% 71
2014
Q4 		$673K Buy
+6,000
New +$682K 0.26% 66

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

Analyst IMS Investment Management Services's CVX Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Chevron (CVX) stake by 110% in Q1 2026, buying an estimated $1.32M and bringing the position to 13,830 shares worth $2.86M. The position accounts for 0.09% of the portfolio, ranked #51.

Analyst IMS Investment Management Services first reported a position in CVX in Q4 2014 and has held it in 26 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Analyst IMS Investment Management Services held 13,830 shares of Chevron worth $2.86M as of Q1 2026.
  • Analyst IMS Investment Management Services bought 7,253 Chevron shares in Q1 2026, an estimated $1.32M.
  • Chevron made up 0.09% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #51 holding.
  • Analyst IMS Investment Management Services first reported a position in Chevron in Q4 2014 and has held it in 26 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.