Basso Capital Management’s Chevron CVX Stock Holding History

Basso 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 Q3	$225K	Buy	+1,104	New	+$217K	0.05%	149
2026 Q2	–	Sell	-170	Closed	-$35.2K	–	149
2026 Q1	$35.2K	Sell	170 -9	-5%	-$1.64K	0.02%	113
2025 Q4	$27.3K	Buy	+179	New	+$27.3K	0.02%	100
2023 Q2	–	Sell	-2,700	Closed	-$441K	–	100
2023 Q1	$441K	Hold	2,700	–	–	0.43%	54
2022 Q4	$485K	Buy	+2,700	New	+$471K	0.52%	46

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Basso Capital Management's CVX Position: Q3 2026 in Review

Basso Capital Management opened a new position in Chevron (CVX) in Q3 2026: 1,104 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings. This is a return to the name: Basso Capital Management previously reported a position in CVX as recently as Q1 2026.

Basso Capital Management first reported a position in CVX in Q4 2022 and has held it in 5 quarters since. The position peaked at $485K in Q4 2022. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Basso Capital Management held 1,104 shares of Chevron worth $225K as of Q3 2026.
Chevron was a new Basso Capital Management position in Q3 2026.
Chevron made up 0.05% of Basso Capital Management's portfolio in Q3 2026, its #149 holding.
Basso Capital Management first reported a position in Chevron in Q4 2022 and has held it in 5 quarters since.
Basso Capital Management's Chevron position peaked at $485K in Q4 2022.
2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Basso Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.