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Anchor Investment Management’s Chevron CVX Stock Holding History

Anchor Investment 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 		$9M Buy
43,519
+623
+1% +$114K 0.75% 30
2025
Q4 		$6.54M Buy
42,896
+260
+0.6% +$39.6K 0.53% 47
2025
Q3 		$6.62M Sell
42,636
-57
-0.1% -$8.83K 0.55% 44
2025
Q2 		$6.11M Buy
42,693
+1,567
+4% +$221K 0.54% 47
2025
Q1 		$6.88M Buy
41,126
+332
+0.8% +$52K 0.64% 40
2024
Q4 		$5.91M Sell
40,794
-5,556
-12% -$850K 0.55% 46
2024
Q3 		$6.83M Buy
46,350
+4,891
+12% +$728K 0.64% 40
2024
Q2 		$6.48M Buy
41,459
+4,478
+12% +$714K 0.67% 37
2024
Q1 		$5.83M Sell
36,981
-168
-0.5% -$25.4K 0.61% 42
2023
Q4 		$5.54M Sell
37,149
-7
-0% -$1.06K 0.63% 40
2023
Q3 		$6.27M Buy
37,156
+216
+0.6% +$34.9K 0.82% 31
2023
Q2 		$5.81M Buy
36,940
+4,776
+15% +$766K 0.74% 33
2023
Q1 		$5.25M Buy
32,164
+971
+3% +$163K 0.71% 35
2022
Q4 		$5.6M Sell
31,193
-702
-2% -$123K 0.8% 30
2022
Q3 		$4.58M Buy
31,895
+1,050
+3% +$160K 0.71% 35
2022
Q2 		$4.47M Sell
30,845
-604
-2% -$99.8K 0.65% 40
2022
Q1 		$5.12M Buy
31,449
+3,197
+11% +$458K 0.65% 41
2021
Q4 		$3.32M Buy
28,252
+3,467
+14% +$394K 0.41% 68
2021
Q3 		$2.51M Buy
24,785
+1,409
+6% +$141K 0.35% 77
2021
Q2 		$2.45M Buy
23,376
+1,415
+6% +$149K 0.34% 81
2021
Q1 		$2.3M Buy
21,961
+7,461
+51% +$729K 0.35% 81
2020
Q4 		$1.22M Buy
14,500
+20
+0.1% +$1.62K 0.22% 113
2020
Q3 		$1.04M Buy
14,480
+14
+0.1% +$1.18K 0.21% 114
2020
Q2 		$1.29M Sell
14,466
-806
-5% -$72.2K 0.29% 93
2020
Q1 		$1.11M Sell
15,272
-3,071
-17% -$303K 0.29% 95
2019
Q4 		$2.21M Sell
18,343
-472
-3% -$55.6K 0.47% 65
2019
Q3 		$2.23M Buy
18,815
+566
+3% +$68.7K 0.51% 59
2019
Q2 		$2.27M Buy
18,249
+452
+3% +$54.7K 0.54% 52
2019
Q1 		$2.19M Buy
17,797
+194
+1% +$23K 0.55% 49
2018
Q4 		$1.91M Buy
17,603
+628
+4% +$72.7K 0.55% 50
2018
Q3 		$2.08M Sell
16,975
-286
-2% -$34.7K 0.48% 56
2018
Q2 		$2.18M Buy
17,261
+146
+0.9% +$18.1K 0.54% 48
2018
Q1 		$1.95M Buy
17,115
+877
+5% +$105K 0.51% 54
2017
Q4 		$2.03M Sell
16,238
-300
-2% -$35.6K 0.54% 53
2017
Q3 		$1.94M Buy
16,538
+109
+0.7% +$11.9K 0.57% 49
2017
Q2 		$1.71M Sell
16,429
-598
-4% -$63.4K 0.57% 51
2017
Q1 		$1.83M Sell
17,027
-122
-0.7% -$13.7K 0.63% 47
2016
Q4 		$2.02M Sell
17,149
-89
-0.5% -$9.69K 0.75% 36
2016
Q3 		$1.77M Sell
17,238
-147
-0.8% -$15K 0.69% 38
2016
Q2 		$1.82M Buy
17,385
+1,113
+7% +$112K 0.72% 37
2016
Q1 		$1.55M Buy
+16,272
New +$1.42M 0.64% 44

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

Anchor Investment Management's CVX Position: Q1 2026 in Review

Anchor Investment Management increased its Chevron (CVX) stake by 1.5% in Q1 2026, buying an estimated $114K and bringing the position to 43,519 shares worth $9M. The position accounts for 0.75% of the portfolio, ranked #30.

Anchor Investment Management first reported a position in CVX in Q1 2016 and has held it in 41 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Anchor Investment Management held 43,519 shares of Chevron worth $9M as of Q1 2026.
  • Anchor Investment Management bought 623 Chevron shares in Q1 2026, an estimated $114K.
  • Chevron made up 0.75% of Anchor Investment Management's portfolio in Q1 2026, its #30 holding.
  • Anchor Investment Management first reported a position in Chevron in Q1 2016 and has held it in 41 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.