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Catalyst Funds Management’s Chevron CVX Stock Holding History

Catalyst Funds Management’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 		$4.03M Buy
19,457
+6,657
+52% +$1.21M 0.68% 28
2025
Q4 		$1.95M Buy
12,800
+8,000
+167% +$1.22M 0.45% 49
2025
Q3 		$745K Sell
4,800
-13,400
-74% -$2.08M 0.11% 179
2025
Q2 		$2.61M Buy
18,200
+11,480
+171% +$1.62M 0.72% 25
2025
Q1 		$1.12M Sell
6,720
-15,380
-70% -$2.41M 0.29% 104
2024
Q4 		$3.2M Buy
22,100
+9,500
+75% +$1.45M 0.78% 29
2024
Q3 		$1.86M Buy
12,600
+4,400
+54% +$655K 0.41% 38
2024
Q2 		$1.28M Sell
8,200
-200
-2% -$31.9K 0.34% 43
2024
Q1 		$1.33M Buy
+8,400
New +$1.27M 0.37% 68

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

Catalyst Funds Management's CVX Position: Q1 2026 in Review

Catalyst Funds Management increased its Chevron (CVX) stake by 52% in Q1 2026, buying an estimated $1.21M and bringing the position to 19,457 shares worth $4.03M. The position accounts for 0.68% of the portfolio, ranked #28.

Catalyst Funds Management first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Catalyst Funds Management held 19,457 shares of Chevron worth $4.03M as of Q1 2026.
  • Catalyst Funds Management bought 6,657 Chevron shares in Q1 2026, an estimated $1.21M.
  • Chevron made up 0.68% of Catalyst Funds Management's portfolio in Q1 2026, its #28 holding.
  • Catalyst Funds Management first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.