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Bank of Marin’s Chevron CVX Stock Holding History

Bank of Marin’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 		$888K Buy
4,292
+175
+4% +$31.9K 0.65% 44
2025
Q4 		$627K Sell
4,117
-116
-3% -$17.7K 0.43% 71
2025
Q3 		$657K Buy
4,233
+356
+9% +$55.1K 0.46% 63
2025
Q2 		$555K Sell
3,877
-900
-19% -$127K 0.42% 74
2025
Q1 		$799K Sell
4,777
-1,125
-19% -$176K 1.02% 28
2024
Q4 		$855K Buy
5,902
+730
+14% +$112K 0.68% 47
2024
Q3 		$762K Buy
5,172
+274
+6% +$40.8K 0.61% 53
2024
Q2 		$766K Buy
4,898
+408
+9% +$65.1K 0.66% 48
2024
Q1 		$708K Sell
4,490
-223
-5% -$33.7K 0.62% 56
2023
Q4 		$703K Buy
4,713
+1
+0% +$151 0.63% 50
2023
Q3 		$795K Buy
4,712
+207
+5% +$33.4K 0.77% 43
2023
Q2 		$709K Sell
4,505
-136
-3% -$21.8K 0.66% 55
2023
Q1 		$757K Buy
4,641
+235
+5% +$39.4K 0.72% 47
2022
Q4 		$791K Sell
4,406
-372
-8% -$64.9K 0.74% 47
2022
Q3 		$686K Sell
4,778
-345
-7% -$52.6K 0.67% 53
2022
Q2 		$741K Buy
5,123
+2,786
+119% +$461K 0.65% 60
2022
Q1 		$380K Sell
2,337
-1,341
-36% -$192K 0.28% 96
2021
Q4 		$432K Buy
3,678
+77
+2% +$8.75K 0.29% 98
2021
Q3 		$365K Buy
3,601
+1,270
+54% +$127K 0.27% 99
2021
Q2 		$244K Buy
2,331
+48
+2% +$5.07K 0.18% 120
2021
Q1 		$239K Buy
+2,283
New +$223K 0.19% 118
2020
Q2 		– Sell
-9,549
Closed -$692K – 115
2020
Q1 		$692K Sell
9,549
-3,286
-26% -$325K 0.94% 32
2019
Q4 		$1.55M Buy
+12,835
New +$1.51M 1.56% 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 $336B AUM 34.66% 1-Year Est. Return

Bank of Marin's CVX Position: Q1 2026 in Review

Bank of Marin increased its Chevron (CVX) stake by 4.3% in Q1 2026, buying an estimated $31.9K and bringing the position to 4,292 shares worth $888K. The position accounts for 0.65% of the portfolio, ranked #44.

Bank of Marin first reported a position in CVX in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.55M in Q4 2019. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Bank of Marin held 4,292 shares of Chevron worth $888K as of Q1 2026.
  • Bank of Marin bought 175 Chevron shares in Q1 2026, an estimated $31.9K.
  • Chevron made up 0.65% of Bank of Marin's portfolio in Q1 2026, its #44 holding.
  • Bank of Marin first reported a position in Chevron in Q4 2019 and has held it in 23 quarters since.
  • Bank of Marin's Chevron position peaked at $1.55M in Q4 2019.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.