Aristotle Capital Management’s Chevron CVX Stock Holding History

Aristotle Capital 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	$936M	Buy	4,526,223 +3,925,137	+653%	+$716M	1.96%	16
2025 Q4	$91.6M	Sell	601,086 -34,309	-5%	-$5.23M	0.18%	71
2025 Q3	$98.7M	Sell	635,395 -27,990	-4%	-$4.33M	0.19%	69
2025 Q2	$95M	Hold	663,385	–	–	0.18%	71
2025 Q1	$111M	Sell	663,385 -89,609	-12%	-$14M	0.22%	61
2024 Q4	$109M	Sell	752,994 -95,424	-11%	-$14.6M	0.21%	59
2024 Q3	$125M	Sell	848,418 -11,147	-1%	-$1.66M	0.23%	53
2024 Q2	$134M	Sell	859,565 -83,900	-9%	-$13.4M	0.26%	52
2024 Q1	$149M	Buy	+943,465	New	+$142M	0.28%	47
2021 Q3	–	Sell	-2,632	Closed	-$276K	–	177
2021 Q2	$276K	Hold	2,632	–	–	﹤0.01%	171
2021 Q1	$276K	Hold	2,632	–	–	﹤0.01%	169
2020 Q4	$222K	Buy	+2,632	New	+$213K	﹤0.01%	171
2020 Q3	–	Sell	-2,632	Closed	-$235K	–	171
2020 Q2	$235K	Buy	+2,632	New	+$236K	﹤0.01%	170
2020 Q1	–	Sell	-4,326	Closed	-$521K	–	177
2019 Q4	$521K	Sell	4,326 -6	-0.1%	-$707	﹤0.01%	157
2019 Q3	$514K	Sell	4,332 -49	-1%	-$5.95K	﹤0.01%	161
2019 Q2	$545K	Buy	4,381 +11	+0.3%	+$1.33K	﹤0.01%	160
2019 Q1	$538K	Buy	4,370 +8	+0.2%	+$946	﹤0.01%	158
2018 Q4	$475K	Sell	4,362 -108	-2%	-$12.5K	﹤0.01%	154
2018 Q3	$547K	Sell	4,470 -162	-3%	-$19.7K	﹤0.01%	157
2018 Q2	$586K	Sell	4,632 -40	-0.9%	-$4.96K	﹤0.01%	152
2018 Q1	$533K	Sell	4,672 -1,043	-18%	-$125K	﹤0.01%	157
2017 Q4	$715K	Buy	5,715 +370	+7%	+$43.9K	0.01%	156
2017 Q3	$628K	Buy	5,345 +835	+19%	+$91.1K	﹤0.01%	128
2017 Q2	$471K	Sell	4,510 -30	-0.7%	-$3.18K	﹤0.01%	95
2017 Q1	$487K	Sell	4,540 -30	-0.7%	-$3.37K	﹤0.01%	96
2016 Q4	$538K	Sell	4,570 -230	-5%	-$25K	0.01%	92
2016 Q3	$494K	Buy	4,800 +90	+2%	+$9.19K	0.01%	94
2016 Q2	$494K	Hold	4,710	–	–	0.01%	93
2016 Q1	$449K	Hold	4,710	–	–	0.01%	99
2015 Q4	$424K	Sell	4,710 -680	-13%	-$61.3K	0.01%	109
2015 Q3	$425K	Buy	5,390 +360	+7%	+$30.3K	0.01%	108
2015 Q2	$485K	Sell	5,030 -2,330	-32%	-$245K	0.01%	108
2015 Q1	$773K	Hold	7,360	–	–	0.01%	97
2014 Q4	$826K	Buy	7,360 +50	+0.7%	+$5.68K	0.01%	96
2014 Q3	$872K	Sell	7,310 -950	-12%	-$121K	0.01%	99
2014 Q2	$1.08M	Buy	8,260 +2,412	+41%	+$300K	0.01%	119
2014 Q1	$695K	Hold	5,848	–	–	0.01%	109
2013 Q4	$730K	Sell	5,848 -376	-6%	-$45.4K	0.01%	105
2013 Q3	$756K	Sell	6,224 -60	-1%	-$7.38K	0.02%	105
2013 Q2	$744K	Buy	+6,284	New	+$760K	0.02%	101

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management's CVX Position: Q1 2026 in Review

Aristotle Capital Management increased its Chevron (CVX) stake by 653% in Q1 2026, buying an estimated $716M and bringing the position to 4,526,223 shares worth $936M. The position accounts for 1.96% of the portfolio, ranked #16.

Aristotle Capital Management first reported a position in CVX in Q2 2013 and has held it in 40 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Aristotle Capital Management held 4,526,223 shares of Chevron worth $936M as of Q1 2026.
Aristotle Capital Management bought 3,925,137 Chevron shares in Q1 2026, an estimated $716M.
Chevron made up 1.96% of Aristotle Capital Management's portfolio in Q1 2026, its #16 holding.
Aristotle Capital Management first reported a position in Chevron in Q2 2013 and has held it in 40 quarters since.
4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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