Border to Coast Pensions Partnership’s Chevron CVX Stock Holding History

Border to Coast Pensions Partnership’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	$76.7M	Buy	369,753 +49,588	+15%	+$9.04M	1.3%	19
2025 Q4	$48.9M	Hold	320,165	–	–	0.85%	40
2025 Q3	$49.7M	Hold	320,165	–	–	0.87%	38
2025 Q2	$45.8M	Hold	320,165	–	–	0.84%	43
2025 Q1	$53.6M	Hold	320,165	–	–	1.1%	28
2024 Q4	$46.3M	Hold	320,165	–	–	0.91%	36
2024 Q3	$47M	Sell	320,165 -13,053	-4%	-$1.94M	0.96%	37
2024 Q2	$52.1M	Sell	333,218 -11,867	-3%	-$1.89M	1.23%	23
2024 Q1	$54.4M	Hold	345,085	–	–	1.21%	21
2023 Q4	$51.5M	Hold	345,085	–	–	1.26%	21
2023 Q3	$58.9M	Sell	345,085 -10,661	-3%	-$1.72M	1.57%	16
2023 Q2	$55.9M	Hold	355,746	–	–	1.4%	17
2023 Q1	$58M	Buy	355,746 +59,801	+20%	+$10M	1.56%	14
2022 Q4	$53.1M	Sell	295,945 -18,000	-6%	-$3.14M	1.7%	12
2022 Q3	$45.1M	Hold	313,945	–	–	1.46%	11
2022 Q2	$45.6M	Buy	313,945 +41,342	+15%	+$6.83M	1.41%	17
2022 Q1	$44.3M	Buy	272,603 +326	+0.1%	+$46.8K	1.26%	21
2021 Q4	$31.9M	Hold	272,277	–	–	1.08%	28
2021 Q3	$31.8M	Hold	272,277	–	–	1.08%	28
2021 Q2	$28.7M	Buy	+272,277	New	+$28.7M	1%	26

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Border to Coast Pensions Partnership's CVX Position: Q1 2026 in Review

Border to Coast Pensions Partnership increased its Chevron (CVX) stake by 15% in Q1 2026, buying an estimated $9.04M and bringing the position to 369,753 shares worth $76.7M. The position accounts for 1.3% of the portfolio, ranked #19.

Border to Coast Pensions Partnership first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Border to Coast Pensions Partnership held 369,753 shares of Chevron worth $76.7M as of Q1 2026.
Border to Coast Pensions Partnership bought 49,588 Chevron shares in Q1 2026, an estimated $9.04M.
Chevron made up 1.3% of Border to Coast Pensions Partnership's portfolio in Q1 2026, its #19 holding.
Border to Coast Pensions Partnership first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q1 2026, filed 22 Apr 2026.