Consolidated Capital Management’s Chevron CVX Stock Holding History

Consolidated 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	$443K	Buy	2,141 +472	+28%	+$86.1K	0.14%	45
2025 Q4	$254K	Buy	+1,669	New	+$254K	0.08%	65
2025 Q2	–	Sell	-1,369	Closed	-$229K	–	49
2025 Q1	$229K	Buy	+1,369	New	+$214K	0.1%	42
2020 Q1	–	Sell	-4,249	Closed	-$512K	–	35
2019 Q4	$512K	Sell	4,249 -4,441	-51%	-$523K	0.34%	33
2019 Q3	$1.03M	Buy	8,690 +5	+0.1%	+$607	0.75%	25
2019 Q2	$1.08M	Sell	8,685 -1,813	-17%	-$219K	0.72%	25
2019 Q1	$1.29M	Buy	10,498 +1,172	+13%	+$139K	0.81%	25
2018 Q4	$1.01M	Buy	9,326 +5,218	+127%	+$604K	0.82%	28
2018 Q3	$502K	Buy	4,108 +16	+0.4%	+$1.94K	0.33%	34
2018 Q2	$517K	Sell	4,092 -11,165	-73%	-$1.39M	0.39%	35
2018 Q1	$1.74M	Buy	15,257 +2,645	+21%	+$316K	1.39%	23
2017 Q4	$1.58M	Buy	12,612 +595	+5%	+$70.6K	1.63%	20
2017 Q3	$1.41M	Sell	12,017 -916	-7%	-$100K	1.81%	20
2017 Q2	$1.35M	Buy	12,933 +159	+1%	+$16.8K	2%	18
2017 Q1	$1.37M	Buy	12,774 +10,616	+492%	+$1.19M	2.13%	16
2016 Q4	$254K	Buy	+2,158	New	+$235K	0.5%	32

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Consolidated Capital Management's CVX Position: Q1 2026 in Review

Consolidated Capital Management increased its Chevron (CVX) stake by 28% in Q1 2026, buying an estimated $86.1K and bringing the position to 2,141 shares worth $443K. The position accounts for 0.14% of the portfolio, ranked #45.

Consolidated Capital Management first reported a position in CVX in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.74M in Q1 2018. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Consolidated Capital Management held 2,141 shares of Chevron worth $443K as of Q1 2026.
Consolidated Capital Management bought 472 Chevron shares in Q1 2026, an estimated $86.1K.
Chevron made up 0.14% of Consolidated Capital Management's portfolio in Q1 2026, its #45 holding.
Consolidated Capital Management first reported a position in Chevron in Q4 2016 and has held it in 16 quarters since.
Consolidated Capital Management's Chevron position peaked at $1.74M in Q1 2018.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.