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B. Metzler seel. Sohn & Co’s Chevron CVX Stock Holding History

B. Metzler seel. Sohn & Co’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 		$12.5M Buy
60,405
+6,081
+11% +$1.11M 0.12% 106
2025
Q4 		$8.28M Sell
54,324
-778
-1% -$118K 0.07% 140
2025
Q3 		$8.56M Sell
55,102
-4,587
-8% -$710K 0.08% 131
2025
Q2 		$8.55M Sell
59,689
-3,120
-5% -$440K 0.08% 121
2025
Q1 		$10.5M Buy
62,809
+21,072
+50% +$3.3M 0.11% 100
2024
Q4 		$6.04M Sell
41,737
-32,685
-44% -$5M 0.06% 148
2024
Q3 		$11M Hold
74,422
– – 0.11% 108
2024
Q2 		$11.6M Sell
74,422
-664
-0.9% -$106K 0.11% 90
2024
Q1 		$11.8M Sell
75,086
-1,760
-2% -$266K 0.13% 91
2023
Q4 		$11.5M Buy
76,846
+52
+0.1% +$7.87K 0.15% 86
2023
Q3 		$12.9M Buy
76,794
+6,376
+9% +$1.03M 0.2% 68
2023
Q2 		$11.1M Sell
70,418
-1,406
-2% -$225K 0.15% 92
2023
Q1 		$11.7M Sell
71,824
-10,168
-12% -$1.7M 0.18% 81
2022
Q4 		$14.7M Buy
81,992
+4,924
+6% +$859K 0.25% 69
2022
Q3 		$11.1M Buy
77,068
+5,626
+8% +$858K 0.2% 79
2022
Q2 		$10.3M Buy
71,442
+242
+0.3% +$40K 0.17% 93
2022
Q1 		$11.6M Buy
71,200
+1,029
+1% +$148K 0.16% 104
2021
Q4 		$8.24M Buy
70,171
+34,823
+99% +$3.96M 0.11% 127
2021
Q3 		$3.59M Sell
35,348
-4,262
-11% -$425K 0.05% 215
2021
Q2 		$4.15M Sell
39,610
-10,786
-21% -$1.14M 0.06% 173
2021
Q1 		$5.28M Sell
50,396
-1,150
-2% -$112K 0.09% 148
2020
Q4 		$4.42M Buy
+51,546
New +$4.17M 0.08% 150

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

B. Metzler seel. Sohn & Co's CVX Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co increased its Chevron (CVX) stake by 11% in Q1 2026, buying an estimated $1.11M and bringing the position to 60,405 shares worth $12.5M. The position accounts for 0.12% of the portfolio, ranked #106.

B. Metzler seel. Sohn & Co first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.7M in Q4 2022. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 60,405 shares of Chevron worth $12.5M as of Q1 2026.
  • B. Metzler seel. Sohn & Co bought 6,081 Chevron shares in Q1 2026, an estimated $1.11M.
  • Chevron made up 0.12% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #106 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Chevron position peaked at $14.7M in Q4 2022.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.