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Azimuth Capital Investment Management’s Chevron CVX Stock Holding History

Azimuth Capital 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 		$31.1M Buy
150,297
+46,541
+45% +$8.49M 1.17% 11
2025
Q4 		$15.8M Buy
103,756
+4,115
+4% +$627K 0.57% 48
2025
Q3 		$15.5M Sell
99,641
-153
-0.2% -$23.7K 0.56% 54
2025
Q2 		$14.3M Buy
99,794
+1,430
+1% +$202K 0.53% 56
2025
Q1 		$16.5M Buy
98,364
+18,123
+23% +$2.84M 0.66% 43
2024
Q4 		$11.6M Buy
80,241
+1,514
+2% +$232K 0.45% 67
2024
Q3 		$11.6M Sell
78,727
-1,149
-1% -$171K 0.45% 68
2024
Q2 		$12.5M Buy
79,876
+625
+0.8% +$99.7K 0.51% 54
2024
Q1 		$12.5M Sell
79,251
-167
-0.2% -$25.2K 0.52% 62
2023
Q4 		$11.8M Buy
79,418
+17
+0% +$2.57K 0.53% 60
2023
Q3 		$13.4M Sell
79,401
-1,031
-1% -$167K 0.66% 47
2023
Q2 		$12.7M Sell
80,432
-3,678
-4% -$590K 0.6% 53
2023
Q1 		$13.7M Sell
84,110
-29,461
-26% -$4.94M 0.68% 51
2022
Q4 		$20.4M Sell
113,571
-2,280
-2% -$398K 1.03% 20
2022
Q3 		$16.6M Buy
115,851
+383
+0.3% +$58.4K 0.91% 27
2022
Q2 		$16.7M Buy
+115,468
New +$19.1M 0.84% 25

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

Azimuth Capital Investment Management's CVX Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its Chevron (CVX) stake by 45% in Q1 2026, buying an estimated $8.49M and bringing the position to 150,297 shares worth $31.1M. The position accounts for 1.17% of the portfolio, ranked #11.

Azimuth Capital Investment Management first reported a position in CVX in Q2 2022 and has held it in 16 quarters since. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Azimuth Capital Investment Management held 150,297 shares of Chevron worth $31.1M as of Q1 2026.
  • Azimuth Capital Investment Management bought 46,541 Chevron shares in Q1 2026, an estimated $8.49M.
  • Chevron made up 1.17% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #11 holding.
  • Azimuth Capital Investment Management first reported a position in Chevron in Q2 2022 and has held it in 16 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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