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Aspen Grove Capital’s Chevron CVX Stock Holding History

Aspen Grove 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 		$436K Buy
2,106
+45
+2% +$8.21K 0.08% 105
2025
Q4 		$314K Sell
2,061
-193
-9% -$29.4K 0.05% 135
2025
Q3 		$350K Sell
2,254
-949
-30% -$147K 0.06% 123
2025
Q2 		$459K Buy
3,203
+509
+19% +$71.8K 0.08% 121
2025
Q1 		$451K Sell
2,694
-20
-0.7% -$3.13K 0.09% 121
2024
Q4 		$393K Sell
2,714
-410
-13% -$62.8K 0.08% 122
2024
Q3 		$460K Sell
3,124
-613
-16% -$91.2K 0.1% 110
2024
Q2 		$585K Buy
3,737
+628
+20% +$100K 0.14% 89
2024
Q1 		$491K Buy
3,109
+385
+14% +$58.1K 0.14% 93
2023
Q4 		$410K Hold
2,724
– – 0.12% 101
2023
Q3 		$459K Buy
2,724
+366
+16% +$59.1K 0.17% 89
2023
Q2 		$371K Buy
2,358
+333
+16% +$53.4K 0.12% 126
2023
Q1 		$330K Sell
2,025
-1,060
-34% -$178K 0.14% 108
2022
Q4 		$554K Buy
+3,085
New +$538K 0.26% 75

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

Aspen Grove Capital's CVX Position: Q1 2026 in Review

Aspen Grove Capital increased its Chevron (CVX) stake by 2.2% in Q1 2026, buying an estimated $8.21K and bringing the position to 2,106 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #105.

Aspen Grove Capital first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $585K in Q2 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Aspen Grove Capital held 2,106 shares of Chevron worth $436K as of Q1 2026.
  • Aspen Grove Capital bought 45 Chevron shares in Q1 2026, an estimated $8.21K.
  • Chevron made up 0.08% of Aspen Grove Capital's portfolio in Q1 2026, its #105 holding.
  • Aspen Grove Capital first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Aspen Grove Capital's Chevron position peaked at $585K in Q2 2024.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.