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 		$13M Buy
62,600
+34,200
+120% +$6.24M 0.02% 248
2025
Q4 		$4.33M Sell
28,400
-34,400
-55% -$5.24M 0.01% 395
2025
Q3 		$9.75M Buy
62,800
+35,300
+128% +$5.47M 0.02% 325
2025
Q2 		$3.94M Sell
27,500
-49,800
-64% -$7.02M 0.01% 441
2025
Q1 		$12.9M Sell
77,300
-130,400
-63% -$20.4M 0.03% 243
2024
Q4 		$30.1M Buy
207,700
+43,200
+26% +$6.61M 0.07% 159
2024
Q3 		$24.2M Sell
164,500
-8,100
-5% -$1.21M 0.07% 159
2024
Q2 		$27M Buy
172,600
+9,300
+6% +$1.48M 0.08% 149
2024
Q1 		$25.8M Sell
163,300
-42,600
-21% -$6.43M 0.09% 138
2023
Q4 		$30.7M Buy
205,900
+144,300
+234% +$21.8M 0.09% 152
2023
Q3 		$10.4M Buy
61,600
+9,400
+18% +$1.52M 0.05% 270
2023
Q2 		$8.21M Sell
52,200
-65,200
-56% -$10.5M 0.04% 280
2023
Q1 		$19.2M Buy
117,400
+105,100
+854% +$17.6M 0.1% 139
2022
Q4 		$2.21M Sell
12,300
-68,200
-85% -$11.9M 0.02% 675
2022
Q3 		$11.6M Sell
80,500
-6,100
-7% -$930K 0.07% 204
2022
Q2 		$12.5M Sell
86,600
-113,700
-57% -$18.8M 0.06% 210
2022
Q1 		$32.6M Sell
200,300
-109,200
-35% -$15.7M 0.09% 175
2021
Q4 		$36.3M Sell
309,500
-164,200
-35% -$18.7M 0.06% 285
2021
Q3 		$48.1M Buy
473,700
+38,000
+9% +$3.79M 0.1% 187
2021
Q2 		$45.6M Sell
435,700
-11,400
-3% -$1.2M 0.1% 173
2021
Q1 		$46.9M Buy
447,100
+255,600
+133% +$25M 0.14% 148
2020
Q4 		$16.2M Buy
191,500
+51,400
+37% +$4.16M 0.05% 288
2020
Q3 		$10.1M Buy
140,100
+23,000
+20% +$1.93M 0.05% 324
2020
Q2 		$10.4M Buy
117,100
+75,200
+179% +$6.73M 0.07% 251
2020
Q1 		$3.04M Sell
41,900
-130,200
-76% -$12.9M 0.05% 403
2019
Q4 		$20.7M Buy
172,100
+15,500
+10% +$1.83M 0.11% 198
2019
Q3 		$18.6M Buy
156,600
+42,700
+37% +$5.19M 0.13% 152
2019
Q2 		$14.2M Sell
113,900
-205,500
-64% -$24.8M 0.1% 210
2019
Q1 		$39.3M Buy
319,400
+257,500
+416% +$30.5M 0.36% 60
2018
Q4 		$6.73M Buy
61,900
+5,900
+11% +$683K 0.08% 196
2018
Q3 		$6.85M Buy
56,000
+43,000
+331% +$5.22M 0.08% 199
2018
Q2 		$1.64M Buy
13,000
+11,500
+767% +$1.43M 0.03% 309
2018
Q1 		$171K Buy
+1,500
New +$179K ﹤0.01% 309
2017
Q2 		– Sell
-13,800
Closed -$1.48M – 688
2017
Q1 		$1.48M Sell
13,800
-9,900
-42% -$1.11M 0.04% 350
2016
Q4 		$2.79M Buy
23,700
+13,800
+139% +$1.5M 0.09% 213
2016
Q3 		$1.02M Buy
+9,900
New +$1.01M 0.02% 373
2016
Q1 		– Sell
-43,600
Closed -$3.92M – 666
2015
Q4 		$3.92M Buy
43,600
+7,100
+19% +$640K 0.1% 131
2015
Q3 		$2.88M Hold
36,500
– – 0.07% 173
2015
Q2 		$3.52M Hold
36,500
– – 0.05% 191
2015
Q1 		$3.83M Sell
36,500
-30,800
-46% -$3.29M 0.06% 160
2014
Q4 		$7.55M Sell
67,300
-132,400
-66% -$15M 0.11% 133
2014
Q3 		$23.8M Sell
199,700
-1,001,400
-83% -$128M 0.27% 83
2014
Q2 		$157M Buy
1,201,100
+736,600
+159% +$91.6M 2.06% 5
2014
Q1 		$55.2M Buy
+464,500
New +$54M 0.7% 28
2013
Q3 		– Sell
-22,500
Closed -$2.66M – 514
2013
Q2 		$2.66M Buy
+22,500
New +$2.72M 0.03% 208

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 $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. 4,273 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.
  • 4,273 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.