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Concord Investment Counsel’s Chevron CVX Stock Holding History

Concord Investment Counsel’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 		$471K Buy
2,279
+1,619
+245% +$295K 0.16% 33
2025
Q4 		$101K Sell
660
-210
-24% -$32K 0.03% 38
2025
Q3 		$135K Buy
+870
New +$135K 0.04% 37

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

Concord Investment Counsel's CVX Position: Q1 2026 in Review

Concord Investment Counsel increased its Chevron (CVX) stake by 245% in Q1 2026, buying an estimated $295K and bringing the position to 2,279 shares worth $471K. The position accounts for 0.16% of the portfolio, ranked #33.

Concord Investment Counsel first reported a position in CVX in Q3 2025 and has held it in 3 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Concord Investment Counsel held 2,279 shares of Chevron worth $471K as of Q1 2026.
  • Concord Investment Counsel bought 1,619 Chevron shares in Q1 2026, an estimated $295K.
  • Chevron made up 0.16% of Concord Investment Counsel's portfolio in Q1 2026, its #33 holding.
  • Concord Investment Counsel first reported a position in Chevron in Q3 2025 and has held it in 3 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.