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Aspiriant LLC’s Chevron CVX Stock Holding History

Aspiriant LLC’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 		$2.67M Buy
12,885
+648
+5% +$118K 0.08% 94
2025
Q4 		$1.87M Sell
12,237
-1,143
-9% -$174K 0.05% 118
2025
Q3 		$2.08M Sell
13,380
-758
-5% -$117K 0.06% 100
2025
Q2 		$2.02M Sell
14,138
-838
-6% -$118K 0.06% 102
2025
Q1 		$2.51M Sell
14,976
-737
-5% -$115K 0.09% 86
2024
Q4 		$2.28M Sell
15,713
-774
-5% -$118K 0.08% 89
2024
Q3 		$2.43M Buy
16,487
+1,026
+7% +$153K 0.09% 88
2024
Q2 		$2.42M Sell
15,461
-3,613
-19% -$576K 0.1% 84
2024
Q1 		$3.01M Sell
19,074
-327
-2% -$49.3K 0.12% 76
2023
Q4 		$2.89M Buy
19,401
+80
+0.4% +$12.1K 0.13% 74
2023
Q3 		$3.26M Buy
19,321
+1,204
+7% +$194K 0.17% 66
2023
Q2 		$2.85M Sell
18,117
-504
-3% -$80.8K 0.14% 71
2023
Q1 		$3.04M Buy
18,621
+1,939
+12% +$325K 0.16% 67
2022
Q4 		$2.99M Buy
16,682
+529
+3% +$92.3K 0.15% 67
2022
Q3 		$2.32M Sell
16,153
-267
-2% -$40.7K 0.11% 76
2022
Q2 		$2.38M Sell
16,420
-297
-2% -$49.1K 0.11% 76
2022
Q1 		$2.72M Sell
16,717
-630
-4% -$90.3K 0.15% 68
2021
Q4 		$2.03M Buy
17,347
+3,079
+22% +$350K 0.11% 88
2021
Q3 		$1.45M Sell
14,268
-261
-2% -$26K 0.09% 92
2021
Q2 		$1.52M Buy
14,529
+769
+6% +$81.2K 0.09% 87
2021
Q1 		$1.44M Buy
13,760
+134
+1% +$13.1K 0.09% 82
2020
Q4 		$1.15M Sell
13,626
-70,469
-84% -$5.71M 0.08% 89
2020
Q3 		$6.05M Buy
84,095
+70,951
+540% +$5.97M 0.47% 30
2020
Q2 		$1.17M Sell
13,144
-2,417
-16% -$216K 0.11% 71
2020
Q1 		$1.13M Sell
15,561
-5,938
-28% -$587K 0.11% 74
2019
Q4 		$2.59M Sell
21,499
-562
-3% -$66.2K 0.24% 50
2019
Q3 		$2.62M Sell
22,061
-2,336
-10% -$284K 0.23% 64
2019
Q2 		$3.04M Sell
24,397
-1,168
-5% -$141K 0.25% 61
2019
Q1 		$3.15M Sell
25,565
-5,372
-17% -$636K 0.26% 57
2018
Q4 		$3.37M Sell
30,937
-454
-1% -$52.6K 0.26% 55
2018
Q3 		$3.84M Sell
31,391
-7,893
-20% -$958K 0.33% 52
2018
Q2 		$4.97M Buy
39,284
+5,805
+17% +$721K 0.43% 49
2018
Q1 		$3.82M Buy
33,479
+27,882
+498% +$3.33M 0.33% 50
2017
Q4 		$701K Sell
5,597
-29,792
-84% -$3.53M 0.21% 43
2017
Q3 		$4.16M Sell
35,389
-5,821
-14% -$635K 0.35% 45
2017
Q2 		$4.3M Buy
41,210
+5,482
+15% +$581K 0.37% 46
2017
Q1 		$3.84M Sell
35,728
-2,648
-7% -$297K 0.33% 51
2016
Q4 		$4.52M Buy
38,376
+1,605
+4% +$175K 0.41% 35
2016
Q3 		$3.78M Sell
36,771
-1,349
-4% -$138K 0.38% 39
2016
Q2 		$3.73M Buy
38,120
+4
+0% +$402 0.35% 48
2016
Q1 		$3.64M Buy
38,116
+34,708
+1,018% +$3.04M 0.35% 44
2015
Q4 		$307K Sell
3,408
-317
-9% -$28.6K 0.03% 67
2015
Q3 		$294K Buy
3,725
+1,353
+57% +$114K 0.02% 85
2015
Q2 		$229K Sell
2,372
-1,715
-42% -$180K 0.02% 103
2015
Q1 		$429K Buy
4,087
+1,463
+56% +$156K 0.06% 66
2014
Q4 		$294K Buy
+2,624
New +$298K 0.04% 73

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

Aspiriant LLC's CVX Position: Q1 2026 in Review

Aspiriant LLC increased its Chevron (CVX) stake by 5.3% in Q1 2026, buying an estimated $118K and bringing the position to 12,885 shares worth $2.67M. The position accounts for 0.08% of the portfolio, ranked #94.

Aspiriant LLC first reported a position in CVX in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.05M in Q3 2020. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Aspiriant LLC held 12,885 shares of Chevron worth $2.67M as of Q1 2026.
  • Aspiriant LLC bought 648 Chevron shares in Q1 2026, an estimated $118K.
  • Chevron made up 0.08% of Aspiriant LLC's portfolio in Q1 2026, its #94 holding.
  • Aspiriant LLC first reported a position in Chevron in Q4 2014 and has held it in 46 quarters since.
  • Aspiriant LLC's Chevron position peaked at $6.05M in Q3 2020.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.