Berkshire Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $81.5M | Buy |
393,783
+1,731
| +0.4% | +$316K | 3.49% | 3 |
|
|
2025
Q4 | $59.8M | Sell |
392,052
-5,893
| -1% | -$898K | 2.62% | 7 |
|
|
2025
Q3 | $61.8M | Buy |
397,945
+6,284
| +2% | +$973K | 2.63% | 5 |
|
|
2025
Q2 | $56.1M | Buy |
391,661
+5,705
| +1% | +$804K | 2.54% | 7 |
|
|
2025
Q1 | $52.9M | Sell |
385,956
-6,677
| -2% | -$1.05M | 2.53% | 7 |
|
|
2024
Q4 | $61.1M | Sell |
392,633
-11,222
| -3% | -$1.72M | 2.89% | 4 |
|
|
2024
Q3 | $63.2M | Hold |
403,855
| – | – | 3.21% | 5 |
|
|
2024
Q2 | $63.2M | Buy |
403,855
+23,266
| +6% | +$3.71M | 3.15% | 5 |
|
|
2024
Q1 | $60M | Sell |
380,589
-1,505
| -0.4% | -$227K | 3.18% | 5 |
|
|
2023
Q4 | $57M | Buy |
382,094
+410
| +0.1% | +$62K | 3.25% | 5 |
|
|
2023
Q3 | $64.4M | Sell |
381,684
-2,411
| -0.6% | -$389K | 4.01% | 3 |
|
|
2023
Q2 | $60.4M | Buy |
384,095
+6,228
| +2% | +$998K | 3.59% | 3 |
|
|
2023
Q1 | $61.7M | Sell |
377,867
-3,116
| -0.8% | -$522K | 3.81% | 3 |
|
|
2022
Q4 | $68.4M | Buy |
380,983
+2,797
| +0.7% | +$488K | 4.39% | 1 |
|
|
2022
Q3 | $54.3M | Sell |
378,186
-2,189
| -0.6% | -$334K | 3.85% | 1 |
|
|
2022
Q2 | $55.1M | Buy |
380,375
+14,013
| +4% | +$2.32M | 3.6% | 3 |
|
|
2022
Q1 | $59.7M | Buy |
366,362
+5,102
| +1% | +$732K | 3.76% | 5 |
|
|
2021
Q4 | $42.4M | Buy |
361,260
+4,511
| +1% | +$512K | 2.58% | 9 |
|
|
2021
Q3 | $36.2M | Buy |
356,749
+9,868
| +3% | +$984K | 2.42% | 9 |
|
|
2021
Q2 | $36.3M | Buy |
346,881
+13,285
| +4% | +$1.4M | 2.45% | 10 |
|
|
2021
Q1 | $35M | Sell |
333,596
-20,679
| -6% | -$2.02M | 2.59% | 9 |
|
|
2020
Q4 | $29.9M | Sell |
354,275
-11,640
| -3% | -$942K | 2.3% | 15 |
|
|
2020
Q3 | $26.3M | Sell |
365,915
-41,398
| -10% | -$3.48M | 2.54% | 12 |
|
|
2020
Q2 | $36.3M | Buy |
407,313
+212,957
| +110% | +$19.1M | 3.34% | 3 |
|
|
2020
Q1 | $14.1M | Buy |
194,356
+4,803
| +3% | +$475K | 1.47% | 29 |
|
|
2019
Q4 | $22.8M | Buy |
189,553
+109,083
| +136% | +$12.8M | 1.94% | 22 |
|
|
2019
Q3 | $9.54M | Sell |
80,470
-27,231
| -25% | -$3.31M | 0.82% | 42 |
|
|
2019
Q2 | $13.4M | Sell |
107,701
-1,247
| -1% | -$151K | 1.11% | 36 |
|
|
2019
Q1 | $13.4M | Sell |
108,948
-917
| -0.8% | -$108K | 1.14% | 35 |
|
|
2018
Q4 | $12M | Buy |
109,865
+80,076
| +269% | +$9.28M | 1.12% | 37 |
|
|
2018
Q3 | $3.64M | Buy |
29,789
+229
| +0.8% | +$27.8K | 0.31% | 61 |
|
|
2018
Q2 | $3.74M | Buy |
29,560
+836
| +3% | +$104K | 0.35% | 59 |
|
|
2018
Q1 | $3.28M | Buy |
28,724
+3,490
| +14% | +$417K | 0.32% | 61 |
|
|
2017
Q4 | $3.16M | Buy |
25,234
+7,550
| +43% | +$895K | 0.31% | 61 |
|
|
2017
Q3 | $2.08M | Buy |
17,684
+577
| +3% | +$63K | 0.23% | 70 |
|
|
2017
Q2 | $1.78M | Buy |
17,107
+37
| +0.2% | +$3.92K | 0.2% | 79 |
|
|
2017
Q1 | $1.83M | Sell |
17,070
-291
| -2% | -$32.6K | 0.22% | 74 |
|
|
2016
Q4 | $2.04M | Buy |
17,361
+1,438
| +9% | +$157K | 0.26% | 69 |
|
|
2016
Q3 | $1.64M | Buy |
15,923
+93
| +0.6% | +$9.5K | 0.24% | 76 |
|
|
2016
Q2 | $1.66M | Sell |
15,830
-221
| -1% | -$22.2K | 0.25% | 72 |
|
|
2016
Q1 | $1.53M | Sell |
16,051
-7,092
| -31% | -$620K | 0.24% | 72 |
|
|
2015
Q4 | $2.08M | Sell |
23,143
-845
| -4% | -$76.2K | 0.34% | 64 |
|
|
2015
Q3 | $1.89M | Sell |
23,988
-4,160
| -15% | -$350K | 0.34% | 67 |
|
|
2015
Q2 | $2.71M | Buy |
28,148
+1,197
| +4% | +$126K | 0.46% | 58 |
|
|
2015
Q1 | $2.83M | Buy |
26,951
+326
| +1% | +$34.8K | 0.47% | 57 |
|
|
2014
Q4 | $2.99M | Buy |
26,625
+7,927
| +42% | +$901K | 0.51% | 55 |
|
|
2014
Q3 | $2.23M | Hold |
18,698
| – | – | 0.41% | 59 |
|
|
2014
Q2 | $2.44M | Sell |
18,698
-1,007
| -5% | -$125K | 0.45% | 58 |
|
|
2014
Q1 | $2.34M | Buy |
19,705
+908
| +5% | +$106K | 0.45% | 57 |
|
|
2013
Q4 | $2.35M | Buy |
18,797
+2,635
| +16% | +$319K | 0.44% | 57 |
|
|
2013
Q3 | $1.96M | Buy |
16,162
+25
| +0.2% | +$3.07K | 0.47% | 58 |
|
|
2013
Q2 | $1.91M | Buy |
+16,137
| New | +$1.95M | 0.53% | 53 |
|
Other funds holding CVX
VCM
VPM
Berkshire Asset Management's CVX Position: Q1 2026 in Review
Berkshire Asset Management increased its Chevron (CVX) stake by 0.44% in Q1 2026, buying an estimated $316K and bringing the position to 393,783 shares worth $81.5M. The position accounts for 3.49% of the portfolio, ranked #3.
Berkshire Asset Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Berkshire Asset Management held 393,783 shares of Chevron worth $81.5M as of Q1 2026.
- Berkshire Asset Management bought 1,731 Chevron shares in Q1 2026, an estimated $316K.
- Chevron made up 3.49% of Berkshire Asset Management's portfolio in Q1 2026, its #3 holding.
- Berkshire Asset Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
- 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.