AtlasMark Financial’s Chevron CVX Stock Holding History

AtlasMark Financial’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	$214K	Hold	1,404	–	–	0.14%	46
2025 Q4	$214K	Hold	1,404	–	–	0.14%	46
2025 Q3	$218K	Hold	1,404	–	–	0.15%	42
2025 Q2	$201K	Hold	1,404	–	–	0.15%	39
2025 Q1	$235K	Hold	1,404	–	–	0.22%	37
2024 Q4	$203K	Hold	1,404	–	–	0.19%	39
2024 Q3	$207K	Buy	+1,404	New	+$209K	0.19%	39
2023 Q2	$221K	Hold	1,404	–	–	0.27%	39
2023 Q1	$229K	Buy	+1,404	New	+$235K	0.3%	38
2022 Q3	$202K	Hold	1,404	–	–	0.3%	38
2022 Q2	$203K	Hold	1,404	–	–	0.29%	40
2022 Q1	$229K	Buy	+1,404	New	+$201K	0.29%	39

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 $295B AUM 31.6% 1-Year Est. Return

AtlasMark Financial's CVX Position: Q1 2026 in Review

AtlasMark Financial held its Chevron (CVX) position steady in Q1 2026 at 1,404 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #46.

AtlasMark Financial first reported a position in CVX in Q1 2022 and has held it in 12 quarters since. The position peaked at $235K in Q1 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

AtlasMark Financial held 1,404 shares of Chevron worth $214K as of Q1 2026.
AtlasMark Financial left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.14% of AtlasMark Financial's portfolio in Q1 2026, its #46 holding.
AtlasMark Financial first reported a position in Chevron in Q1 2022 and has held it in 12 quarters since.
AtlasMark Financial's Chevron position peaked at $235K in Q1 2025.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.