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Charter Oak Capital Management’s Chevron CVX Stock Holding History

Charter Oak Capital 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 		$836K Buy
4,040
+102
+3% +$18.6K 0.06% 96
2025
Q4 		$600K Sell
3,938
-38
-1% -$5.79K 0.05% 118
2025
Q3 		$617K Buy
3,976
+157
+4% +$24.3K 0.05% 112
2025
Q2 		$547K Buy
3,819
+305
+9% +$43K 0.05% 111
2025
Q1 		$588K Buy
3,514
+56
+2% +$8.77K 0.05% 100
2024
Q4 		$501K Sell
3,458
-226
-6% -$34.6K 0.05% 106
2024
Q3 		$543K Buy
3,684
+33
+0.9% +$4.91K 0.05% 105
2024
Q2 		$571K Sell
3,651
-28
-0.8% -$4.46K 0.06% 93
2024
Q1 		$580K Sell
3,679
-125
-3% -$18.9K 0.06% 101
2023
Q4 		$567K Sell
3,804
-158
-4% -$23.9K 0.07% 96
2023
Q3 		$668K Sell
3,962
-270
-6% -$43.6K 0.09% 80
2023
Q2 		$666K Buy
4,232
+118
+3% +$18.9K 0.09% 85
2023
Q1 		$671K Buy
4,114
+96
+2% +$16.1K 0.09% 84
2022
Q4 		$721K Buy
4,018
+203
+5% +$35.4K 0.11% 79
2022
Q3 		$548K Buy
3,815
+284
+8% +$43.3K 0.09% 92
2022
Q2 		$511K Sell
3,531
-76
-2% -$12.6K 0.07% 108
2022
Q1 		$587K Buy
3,607
+180
+5% +$25.8K 0.07% 109
2021
Q4 		$402K Sell
3,427
-188
-5% -$21.4K 0.05% 132
2021
Q3 		$367K Sell
3,615
-188
-5% -$18.8K 0.05% 128
2021
Q2 		$398K Sell
3,803
-91
-2% -$9.61K 0.05% 120
2021
Q1 		$408K Buy
3,894
+16
+0.4% +$1.56K 0.06% 117
2020
Q4 		$328K Buy
+3,878
New +$314K 0.05% 124

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

Charter Oak Capital Management's CVX Position: Q1 2026 in Review

Charter Oak Capital Management increased its Chevron (CVX) stake by 2.6% in Q1 2026, buying an estimated $18.6K and bringing the position to 4,040 shares worth $836K. The position accounts for 0.06% of the portfolio, ranked #96.

Charter Oak Capital Management first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Charter Oak Capital Management held 4,040 shares of Chevron worth $836K as of Q1 2026.
  • Charter Oak Capital Management bought 102 Chevron shares in Q1 2026, an estimated $18.6K.
  • Chevron made up 0.06% of Charter Oak Capital Management's portfolio in Q1 2026, its #96 holding.
  • Charter Oak Capital Management first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.