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Carmel Capital Partners’s Chevron CVX Stock Holding History

Carmel Capital Partners’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 		$206K Buy
+994
New +$181K 0.07% 116
2025
Q3 		– Sell
-3,184
Closed -$456K – 122
2025
Q2 		$456K Buy
3,184
+562
+21% +$79.2K 0.16% 93
2025
Q1 		$439K Sell
2,622
-46
-2% -$7.2K 0.17% 100
2024
Q4 		$386K Buy
2,668
+404
+18% +$61.8K 0.16% 99
2024
Q3 		$333K Sell
2,264
-324
-13% -$48.2K 0.13% 118
2024
Q2 		$405K Buy
2,588
+62
+2% +$9.89K 0.17% 90
2024
Q1 		$398K Buy
2,526
+59
+2% +$8.9K 0.16% 87
2023
Q4 		$368K Sell
2,467
-326
-12% -$49.3K 0.19% 88
2023
Q3 		$471K Buy
2,793
+232
+9% +$37.5K 0.21% 79
2023
Q2 		$403K Sell
2,561
-100
-4% -$16K 0.21% 76
2023
Q1 		$434K Buy
2,661
+57
+2% +$9.56K 0.26% 80
2022
Q4 		$467K Buy
2,604
+372
+17% +$64.9K 0.32% 73
2022
Q3 		$321K Sell
2,232
-42
-2% -$6.41K 0.31% 76
2022
Q2 		$329K Buy
2,274
+95
+4% +$15.7K 0.31% 75
2022
Q1 		$355K Buy
2,179
+95
+5% +$13.6K 0.3% 77
2021
Q4 		$245K Buy
+2,084
New +$237K 0.18% 98

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

Carmel Capital Partners's CVX Position: Q1 2026 in Review

Carmel Capital Partners opened a new position in Chevron (CVX) in Q1 2026: 994 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #116 among its holdings. This is a return to the name: Carmel Capital Partners previously reported a position in CVX as recently as Q2 2025.

Carmel Capital Partners first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $471K in Q3 2023. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Carmel Capital Partners held 994 shares of Chevron worth $206K as of Q1 2026.
  • Chevron was a new Carmel Capital Partners position in Q1 2026.
  • Chevron made up 0.07% of Carmel Capital Partners's portfolio in Q1 2026, its #116 holding.
  • Carmel Capital Partners first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
  • Carmel Capital Partners's Chevron position peaked at $471K in Q3 2023.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.