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AUA Capital Management’s Chevron CVX Stock Holding History

AUA 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 		$810K Hold
3,915
– – 0.41% 35
2025
Q4 		$597K Buy
3,915
+1,564
+67% +$238K 0.3% 47
2025
Q3 		$365K Hold
2,351
– – 0.2% 57
2025
Q2 		$337K Buy
+2,351
New +$331K 0.2% 58
2024
Q4 		– Sell
-2,666
Closed -$393K – 79
2024
Q3 		$393K Sell
2,666
-60
-2% -$8.93K 0.23% 57
2024
Q2 		$426K Hold
2,726
– – 0.26% 51
2024
Q1 		$430K Buy
2,726
+60
+2% +$9.05K 0.25% 58
2023
Q4 		$398K Sell
2,666
-150
-5% -$22.7K 0.25% 52
2023
Q3 		$475K Hold
2,816
– – 0.34% 42
2023
Q2 		$443K Sell
2,816
-67
-2% -$10.7K 0.31% 42
2023
Q1 		$470K Hold
2,883
– – 0.32% 46
2022
Q4 		$517K Buy
2,883
+557
+24% +$97.2K 0.35% 41
2022
Q3 		$334K Buy
2,326
+4
+0.2% +$610 0.22% 52
2022
Q2 		$336K Buy
2,322
+3
+0.1% +$496 0.2% 62
2022
Q1 		$378K Sell
2,319
-150
-6% -$21.5K 0.2% 65
2021
Q4 		$290K Buy
2,469
+2,415
+4,472% +$274K 0.17% 68
2021
Q3 		$5K Hold
54
– – ﹤0.01% 188
2021
Q2 		$6K Hold
54
– – ﹤0.01% 181
2021
Q1 		$6K Hold
54
– – ﹤0.01% 188
2020
Q4 		$5K Sell
54
-2
-4% -$162 ﹤0.01% 189
2020
Q3 		$4K Buy
+56
New +$4.71K ﹤0.01% 193

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

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

AUA Capital Management held its Chevron (CVX) position steady in Q1 2026 at 3,915 shares worth $810K. The position accounts for 0.41% of the portfolio, ranked #35.

AUA Capital Management first reported a position in CVX in Q3 2020 and has held it in 21 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • AUA Capital Management held 3,915 shares of Chevron worth $810K as of Q1 2026.
  • AUA Capital Management left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.41% of AUA Capital Management's portfolio in Q1 2026, its #35 holding.
  • AUA Capital Management first reported a position in Chevron in Q3 2020 and has held it in 21 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on AUA Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.