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Capital Group Private Client Services’s Chevron CVX Stock Holding History

Capital Group Private Client Services’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 		– Sell
-3,679
Closed -$561K – 256
2025
Q4 		$561K Sell
3,679
-15
-0.4% -$2.29K 0.01% 235
2025
Q3 		$574K Sell
3,694
-619
-14% -$95.9K 0.01% 236
2025
Q2 		$618K Sell
4,313
-33,301
-89% -$4.69M 0.01% 249
2025
Q1 		$6.29M Sell
37,614
-176,978
-82% -$27.7M 0.06% 160
2024
Q4 		$31.1M Sell
214,592
-59,325
-22% -$9.08M 0.29% 85
2024
Q3 		$40.3M Sell
273,917
-36,774
-12% -$5.47M 0.38% 70
2024
Q2 		$48.6M Sell
310,691
-27,265
-8% -$4.35M 0.49% 57
2024
Q1 		$53.3M Sell
337,956
-233,004
-41% -$35.2M 0.54% 55
2023
Q4 		$85.2M Sell
570,960
-62,128
-10% -$9.4M 0.88% 30
2023
Q3 		$107M Sell
633,088
-98,721
-13% -$15.9M 1.3% 20
2023
Q2 		$115M Sell
731,809
-2,494
-0.3% -$400K 1.36% 17
2023
Q1 		$120M Sell
734,303
-256,651
-26% -$43M 1.48% 16
2022
Q4 		$178M Sell
990,954
-1,088
-0.1% -$190K 2.25% 7
2022
Q3 		$143M Buy
992,042
+476
+0% +$72.6K 2% 8
2022
Q2 		$144M Sell
991,566
-26,858
-3% -$4.44M 1.85% 10
2022
Q1 		$166M Sell
1,018,424
-2,030
-0.2% -$291K 1.81% 10
2021
Q4 		$120M Sell
1,020,454
-23,124
-2% -$2.63M 1.28% 22
2021
Q3 		$106M Buy
+1,043,578
New +$104M 1.23% 25

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

Capital Group Private Client Services's CVX Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Chevron (CVX) in Q1 2026, closing a stake of 3,679 shares — an estimated $561K sold.

Capital Group Private Client Services first reported a position in CVX in Q3 2021 and held it in 18 quarters. The position peaked at $178M in Q4 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Capital Group Private Client Services reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 3,679 Chevron shares in Q1 2026, an estimated $561K.
  • Capital Group Private Client Services first reported a position in Chevron in Q3 2021 and held it in 18 quarters.
  • Capital Group Private Client Services's Chevron position peaked at $178M in Q4 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.