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Arcadia Investment Management’s Chevron CVX Stock Holding History

Arcadia 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 		$922K Sell
4,454
-285
-6% -$52K 0.16% 69
2025
Q4 		$722K Buy
4,739
+211
+5% +$32.1K 0.12% 78
2025
Q3 		$703K Hold
4,528
– – 0.11% 79
2025
Q2 		$648K Sell
4,528
-676
-13% -$95.3K 0.1% 82
2025
Q1 		$871K Sell
5,204
-145
-3% -$22.7K 0.16% 75
2024
Q4 		$775K Sell
5,349
-1,865
-26% -$285K 0.12% 79
2024
Q3 		$1.06M Buy
7,214
+500
+7% +$74.4K 0.17% 73
2024
Q2 		$1.05M Sell
6,714
-10
-0.1% -$1.59K 0.18% 67
2024
Q1 		$1.06M Sell
6,724
-343
-5% -$51.8K 0.19% 63
2023
Q4 		$1.05M Buy
7,067
+528
+8% +$79.9K 0.2% 63
2023
Q3 		$1.1M Hold
6,539
– – 0.23% 63
2023
Q2 		$1.03M Sell
6,539
-95
-1% -$15.2K 0.21% 64
2023
Q1 		$1.08M Sell
6,634
-59
-0.9% -$9.89K 0.24% 68
2022
Q4 		$1.2M Hold
6,693
– – 0.28% 64
2022
Q3 		$962K Sell
6,693
-655
-9% -$99.9K 0.23% 71
2022
Q2 		$1.06M Sell
7,348
-86
-1% -$14.2K 0.24% 71
2022
Q1 		$1.21M Sell
7,434
-154
-2% -$22.1K 0.23% 69
2021
Q4 		$890K Buy
7,588
+522
+7% +$59.3K 0.15% 91
2021
Q3 		$717K Buy
7,066
+2,443
+53% +$244K 0.13% 96
2021
Q2 		$484K Buy
4,623
+1,102
+31% +$116K 0.09% 107
2021
Q1 		$369K Buy
3,521
+1,443
+69% +$141K 0.07% 109
2020
Q4 		$175K Sell
2,078
-1,400
-40% -$113K 0.04% 120
2020
Q3 		$250K Sell
3,478
-450
-11% -$37.8K 0.05% 109
2020
Q2 		$350K Hold
3,928
– – 0.09% 98
2020
Q1 		$285K Buy
3,928
+815
+26% +$80.5K 0.09% 106
2019
Q4 		$375K Hold
3,113
– – 0.09% 103
2019
Q3 		$369K Buy
3,113
+250
+9% +$30.4K 0.1% 101
2019
Q2 		$356K Hold
2,863
– – 0.1% 100
2019
Q1 		$353K Hold
2,863
– – 0.1% 96
2018
Q4 		$311K Buy
2,863
+141
+5% +$16.3K 0.1% 94
2018
Q3 		$333K Sell
2,722
-455
-14% -$55.2K 0.09% 100
2018
Q2 		$402K Hold
3,177
– – 0.11% 95
2018
Q1 		$362K Sell
3,177
-155
-5% -$18.5K 0.1% 96
2017
Q4 		$417K Hold
3,332
– – 0.12% 96
2017
Q3 		$392K Sell
3,332
-445
-12% -$48.6K 0.12% 96
2017
Q2 		$394K Sell
3,777
-630
-14% -$66.7K 0.13% 102
2017
Q1 		$473K Sell
4,407
-26
-0.6% -$2.92K 0.15% 95
2016
Q4 		$522K Buy
4,433
+305
+7% +$33.2K 0.17% 90
2016
Q3 		$425K Hold
4,128
– – 0.14% 94
2016
Q2 		$433K Buy
4,128
+630
+18% +$63.4K 0.14% 90
2016
Q1 		$334K Buy
3,498
+106
+3% +$9.27K 0.11% 94
2015
Q4 		$305K Buy
3,392
+664
+24% +$59.9K 0.09% 100
2015
Q3 		$215K Hold
2,728
– – 0.07% 97
2015
Q2 		$263K Buy
2,728
+474
+21% +$49.8K 0.07% 98
2015
Q1 		$237K Hold
2,254
– – 0.07% 97
2014
Q4 		$253K Hold
2,254
– – 0.07% 95
2014
Q3 		$269K Hold
2,254
– – 0.08% 91
2014
Q2 		$294K Sell
2,254
-1,154
-34% -$144K 0.09% 86
2014
Q1 		$405K Sell
3,408
-276
-7% -$32.1K 0.12% 86
2013
Q4 		$460K Sell
3,684
-76
-2% -$9.19K 0.11% 87
2013
Q3 		$457K Hold
3,760
– – 0.12% 86
2013
Q2 		$445K Buy
+3,760
New +$454K 0.13% 82

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

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

Arcadia Investment Management reduced its Chevron (CVX) stake by 6% in Q1 2026, selling an estimated $52K and leaving 4,454 shares worth $922K. The position accounts for 0.16% of the portfolio, ranked #69.

Arcadia Investment Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.21M in Q1 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Arcadia Investment Management held 4,454 shares of Chevron worth $922K as of Q1 2026.
  • Arcadia Investment Management sold 285 Chevron shares in Q1 2026, an estimated $52K.
  • Chevron made up 0.16% of Arcadia Investment Management's portfolio in Q1 2026, its #69 holding.
  • Arcadia Investment Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Arcadia Investment Management's Chevron position peaked at $1.21M in Q1 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.