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Ariel Investments’s Chevron CVX Stock Holding History

Ariel Investments’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 		$8.59M Hold
41,499
– – 0.1% 81
2025
Q4 		$6.32M Hold
41,499
– – 0.07% 87
2025
Q3 		$6.44M Buy
41,499
+3,736
+10% +$579K 0.07% 88
2025
Q2 		$5.41M Hold
37,763
– – 0.06% 89
2025
Q1 		$6.32M Sell
37,763
-1,064
-3% -$167K 0.07% 85
2024
Q4 		$5.62M Hold
38,827
– – 0.06% 96
2024
Q3 		$5.72M Buy
38,827
+6,226
+19% +$927K 0.06% 95
2024
Q2 		$5.1M Sell
32,601
-62
-0.2% -$9.89K 0.06% 98
2024
Q1 		$5.15M Hold
32,663
– – 0.05% 98
2023
Q4 		$4.87M Buy
32,663
+22,851
+233% +$3.46M 0.05% 94
2023
Q3 		$1.65M Buy
+9,812
New +$1.58M 0.02% 103

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

Ariel Investments's CVX Position: Q1 2026 in Review

Ariel Investments held its Chevron (CVX) position steady in Q1 2026 at 41,499 shares worth $8.59M. The position accounts for 0.1% of the portfolio, ranked #81.

Ariel Investments first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Ariel Investments held 41,499 shares of Chevron worth $8.59M as of Q1 2026.
  • Ariel Investments left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.1% of Ariel Investments's portfolio in Q1 2026, its #81 holding.
  • Ariel Investments first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Ariel Investments's 13F filing for Q1 2026, filed 14 May 2026.