CJ
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Caitlin John’s Chevron CVX Stock Holding History

Caitlin John’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 		$84.7K Sell
409
-2
-0.5% -$365 0.05% 239
2025
Q4 		$62.6K Sell
411
-2,276
-85% -$347K 0.04% 279
2025
Q3 		$417K Buy
2,687
+186
+7% +$28.8K 0.29% 75
2025
Q2 		$358K Sell
2,501
-114
-4% -$16.1K 0.33% 72
2025
Q1 		$437K Sell
2,615
-496
-16% -$77.6K 0.43% 66
2024
Q4 		$451K Sell
3,111
-461
-13% -$70.6K 0.3% 73
2024
Q3 		$567K Buy
3,572
+99
+3% +$14.7K 0.35% 66
2024
Q2 		$543K Sell
3,473
-3,895
-53% -$621K 0.39% 64
2024
Q1 		$1.16M Buy
7,368
+244
+3% +$36.8K 0.87% 33
2023
Q4 		$1.06M Buy
+7,124
New +$1.08M 0.87% 27

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 $295B AUM 31.6% 1-Year Est. Return

Caitlin John's CVX Position: Q1 2026 in Review

Caitlin John reduced its Chevron (CVX) stake by 0.49% in Q1 2026, selling an estimated $365 and leaving 409 shares worth $84.7K. The position accounts for 0.05% of the portfolio, ranked #239.

Caitlin John first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2024. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Caitlin John held 409 shares of Chevron worth $84.7K as of Q1 2026.
  • Caitlin John sold 2 Chevron shares in Q1 2026, an estimated $365.
  • Chevron made up 0.05% of Caitlin John's portfolio in Q1 2026, its #239 holding.
  • Caitlin John first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Caitlin John's Chevron position peaked at $1.16M in Q1 2024.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.