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Annandale Capital’s Chevron CVX Stock Holding History

Annandale Capital’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 		$282K Sell
1,364
-28
-2% -$5.11K 0.04% 101
2025
Q4 		$212K Hold
1,392
– – 0.03% 118
2025
Q3 		$2.16M Buy
+1,392
New +$216K 0.04% 116
2025
Q2 		– Sell
-1,392
Closed -$233K – 129
2025
Q1 		$233K Sell
1,392
-79
-5% -$12.4K 0.01% 116
2024
Q4 		$213K Buy
1,471
+79
+6% +$12.1K 0.03% 118
2024
Q3 		$205K Hold
1,392
– – 0.03% 122
2024
Q2 		$218K Hold
1,392
– – 0.04% 118
2024
Q1 		$220K Hold
1,392
– – 0.04% 122
2023
Q4 		$208K Sell
1,392
-244
-15% -$36.9K 0.04% 125
2023
Q3 		$276K Hold
1,636
– – 0.07% 106
2023
Q2 		$257K Buy
+1,636
New +$262K 0.07% 109
2023
Q1 		– Sell
-1,218
Closed -$219K – 136
2022
Q4 		$219K Buy
+1,218
New +$213K 0.07% 113

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

Annandale Capital's CVX Position: Q1 2026 in Review

Annandale Capital reduced its Chevron (CVX) stake by 2% in Q1 2026, selling an estimated $5.11K and leaving 1,364 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #101.

Annandale Capital first reported a position in CVX in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.16M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Annandale Capital held 1,364 shares of Chevron worth $282K as of Q1 2026.
  • Annandale Capital sold 28 Chevron shares in Q1 2026, an estimated $5.11K.
  • Chevron made up 0.04% of Annandale Capital's portfolio in Q1 2026, its #101 holding.
  • Annandale Capital first reported a position in Chevron in Q4 2022 and has held it in 12 quarters since.
  • Annandale Capital's Chevron position peaked at $2.16M in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Annandale Capital's 13F filing for Q1 2026, filed 15 May 2026.