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Athena Investment Management’s Chevron CVX Stock Holding History

Athena 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 		$2.15M Sell
10,403
-287
-3% -$52.3K 1.12% 16
2025
Q4 		$1.63M Sell
10,690
-12
-0.1% -$1.83K 0.83% 24
2025
Q3 		$1.66M Buy
10,702
+281
+3% +$43.5K 0.87% 22
2025
Q2 		$1.49M Buy
10,421
+159
+2% +$22.4K 0.83% 21
2025
Q1 		$1.72M Buy
10,262
+169
+2% +$26.5K 1.04% 17
2024
Q4 		$1.46M Sell
10,093
-150
-1% -$23K 0.85% 19
2024
Q3 		$1.51M Buy
10,243
+350
+4% +$52.1K 0.86% 21
2024
Q2 		$1.55M Sell
9,893
-71
-0.7% -$11.3K 0.94% 18
2024
Q1 		$1.57M Sell
9,964
-149
-1% -$22.5K 0.94% 18
2023
Q4 		$1.51M Sell
10,113
-973
-9% -$147K 0.98% 17
2023
Q3 		$1.87M Sell
11,086
-206
-2% -$33.3K 1.34% 11
2023
Q2 		$1.78M Sell
11,292
-23
-0.2% -$3.69K 1.22% 13
2023
Q1 		$1.85M Sell
11,315
-50
-0.4% -$8.38K 1.33% 12
2022
Q4 		$2.04M Buy
11,365
+28
+0.2% +$4.89K 1.5% 11
2022
Q3 		$1.63M Sell
11,337
-12
-0.1% -$1.83K 1.37% 11
2022
Q2 		$1.64M Buy
11,349
+660
+6% +$109K 1.3% 13
2022
Q1 		$1.74M Buy
+10,689
New +$1.53M 1.35% 13

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

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

Athena Investment Management reduced its Chevron (CVX) stake by 2.7% in Q1 2026, selling an estimated $52.3K and leaving 10,403 shares worth $2.15M. The position accounts for 1.12% of the portfolio, ranked #16.

Athena Investment Management first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Athena Investment Management held 10,403 shares of Chevron worth $2.15M as of Q1 2026.
  • Athena Investment Management sold 287 Chevron shares in Q1 2026, an estimated $52.3K.
  • Chevron made up 1.12% of Athena Investment Management's portfolio in Q1 2026, its #16 holding.
  • Athena Investment Management first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.