Capstone Investment Advisors
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Capstone Investment Advisors’s Chevron CVX Stock Holding History

Capstone Investment Advisors’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
-12,283
Closed -$2.24M – 1634
2025
Q4 		$1.87M Sell
12,283
-7,844
-39% -$1.19M ﹤0.01% 651
2025
Q3 		$3.13M Sell
20,127
-8,467
-30% -$1.31M 0.01% 612
2025
Q2 		$4.09M Buy
28,594
+23,913
+511% +$3.37M 0.01% 429
2025
Q1 		$783K Sell
4,681
-147,801
-97% -$23.1M ﹤0.01% 953
2024
Q4 		$22.1M Buy
152,482
+118,979
+355% +$18.2M 0.05% 200
2024
Q3 		$4.93M Buy
33,503
+30,412
+984% +$4.53M 0.02% 457
2024
Q2 		$483K Sell
3,091
-1,061
-26% -$169K ﹤0.01% 1326
2024
Q1 		$655K Buy
4,152
+3,343
+413% +$504K ﹤0.01% 1411
2023
Q4 		$121K Sell
809
-10,189
-93% -$1.54M ﹤0.01% 1912
2023
Q3 		$1.85M Sell
10,998
-61,023
-85% -$9.86M 0.01% 750
2023
Q2 		$11.3M Buy
72,021
+72,020
+7,202,000% +$11.5M 0.06% 230
2023
Q1 		$163 Hold
1
– – ﹤0.01% 1537
2022
Q4 		$179 Sell
1
-10
-91% -$1.75K ﹤0.01% 1493
2022
Q3 		$2K Sell
11
-55,760
-100% -$8.5M ﹤0.01% 1641
2022
Q2 		$8.07M Sell
55,771
-94,929
-63% -$15.7M 0.04% 302
2022
Q1 		$24.5M Buy
150,700
+145,429
+2,759% +$20.9M 0.07% 219
2021
Q4 		$619K Sell
5,271
-94,281
-95% -$10.7M ﹤0.01% 1417
2021
Q3 		$10.1M Sell
99,552
-13,200
-12% -$1.32M 0.02% 617
2021
Q2 		$11.8M Buy
112,752
+103,759
+1,154% +$11M 0.03% 484
2021
Q1 		$942K Sell
8,993
-269,506
-97% -$26.3M ﹤0.01% 1144
2020
Q4 		$23.5M Buy
278,499
+19,768
+8% +$1.6M 0.08% 214
2020
Q3 		$18.6M Buy
258,731
+213,657
+474% +$18M 0.1% 183
2020
Q2 		$4.02M Sell
45,074
-121,738
-73% -$10.9M 0.03% 496
2020
Q1 		$12.1M Buy
166,812
+84,318
+102% +$8.33M 0.19% 108
2019
Q4 		$9.94M Buy
82,494
+16,437
+25% +$1.94M 0.05% 364
2019
Q3 		$7.83M Buy
66,057
+37,967
+135% +$4.61M 0.05% 330
2019
Q2 		$3.5M Sell
28,090
-2,122
-7% -$257K 0.03% 568
2019
Q1 		$3.72M Sell
30,212
-6,413
-18% -$759K 0.03% 427
2018
Q4 		$3.98M Buy
36,625
+22,363
+157% +$2.59M 0.05% 296
2018
Q3 		$1.74M Buy
14,262
+7,330
+106% +$889K 0.02% 470
2018
Q2 		$876K Buy
6,932
+6,395
+1,191% +$794K 0.01% 397
2018
Q1 		$61K Buy
537
+52
+11% +$6.22K ﹤0.01% 333
2017
Q4 		$60K Buy
485
+254
+110% +$30.1K ﹤0.01% 470
2017
Q3 		$27K Sell
231
-42,939
-99% -$4.69M ﹤0.01% 517
2017
Q2 		$4.5M Sell
43,170
-8,891
-17% -$942K 0.12% 143
2017
Q1 		$5.59M Buy
52,061
+14,420
+38% +$1.62M 0.14% 122
2016
Q4 		$4.43M Buy
37,641
+19,441
+107% +$2.12M 0.14% 143
2016
Q3 		$1.87M Buy
+18,200
New +$1.86M 0.04% 270
2014
Q4 		– Sell
-2,957
Closed -$336K – 344
2014
Q3 		$352K Buy
+2,957
New +$377K ﹤0.01% 392
2013
Q4 		– Sell
-3,700
Closed -$449K – 495
2013
Q3 		$449K Buy
3,700
+135
+4% +$16.6K ﹤0.01% 469
2013
Q2 		$421K Buy
+3,565
New +$431K ﹤0.01% 395

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 1-Year Est. Return

Capstone Investment Advisors's CVX Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 12,283 shares — an estimated $2.24M sold.

Capstone Investment Advisors first reported a position in CVX in Q2 2013 and held it in 41 quarters. The position peaked at $24.5M in Q1 2022. 4,283 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 12,283 Chevron shares in Q1 2026, an estimated $2.24M.
  • Capstone Investment Advisors first reported a position in Chevron in Q2 2013 and held it in 41 quarters.
  • Capstone Investment Advisors's Chevron position peaked at $24.5M in Q1 2022.
  • 4,283 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.