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Corda Investment Management’s Chevron CVX Stock Holding History

Corda Investment 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 		$6.04M Buy
29,171
+7,793
+36% +$1.42M 0.42% 42
2025
Q4 		$3.26M Buy
21,378
+1,891
+10% +$288K 0.24% 49
2025
Q3 		$3.03M Buy
19,487
+1,357
+7% +$210K 0.21% 49
2025
Q2 		$2.6M Buy
18,130
+2,660
+17% +$375K 0.19% 50
2025
Q1 		$2.59M Buy
15,470
+1,664
+12% +$260K 0.21% 47
2024
Q4 		$2M Buy
13,806
+2,670
+24% +$409K 0.16% 54
2024
Q3 		$1.64M Buy
11,136
+1,583
+17% +$236K 0.13% 54
2024
Q2 		$1.49M Buy
9,553
+1,412
+17% +$225K 0.12% 59
2024
Q1 		$1.28M Buy
+8,141
New +$1.23M 0.1% 62
2023
Q1 		– Sell
-7,049
Closed -$1.27M – 64
2022
Q4 		$1.27M Buy
+7,049
New +$1.23M 0.1% 58
2022
Q3 		– Sell
-7,606
Closed -$1.1M – 62
2022
Q2 		$1.1M Sell
7,606
-540
-7% -$89.3K 0.09% 61
2022
Q1 		$1.33M Buy
+8,146
New +$1.17M 0.1% 62
2020
Q1 		– Sell
-9,484
Closed -$1.14M – 61
2019
Q4 		$1.14M Buy
9,484
+261
+3% +$30.7K 0.12% 60
2019
Q3 		$1.09M Hold
9,223
– – 0.12% 61
2019
Q2 		$1.15M Sell
9,223
-105
-1% -$12.7K 0.12% 60
2019
Q1 		$1.15M Hold
9,328
– – 0.13% 57
2018
Q4 		$1.01M Buy
9,328
+80
+0.9% +$9.27K 0.12% 60
2018
Q3 		$1.13M Sell
9,248
-200
-2% -$24.3K 0.13% 63
2018
Q2 		$1.19M Sell
9,448
-4
-0% -$497 0.15% 57
2018
Q1 		$1.08M Buy
9,452
+78
+0.8% +$9.32K 0.13% 57
2017
Q4 		$1.17M Sell
9,374
-583
-6% -$69.1K 0.14% 58
2017
Q3 		$1.17M Sell
9,957
-101,011
-91% -$11M 0.15% 55
2017
Q2 		$11.6M Sell
110,968
-364
-0.3% -$38.6K 1.65% 31
2017
Q1 		$12M Buy
111,332
+1,694
+2% +$190K 1.79% 27
2016
Q4 		$12.9M Sell
109,638
-56,281
-34% -$6.13M 2% 24
2016
Q3 		$16.8M Sell
165,919
-4,679
-3% -$478K 2.74% 16
2016
Q2 		$17.9M Sell
170,598
-1,825
-1% -$184K 2.86% 13
2016
Q1 		$16.4M Sell
172,423
-4,261
-2% -$373K 2.89% 12
2015
Q4 		$15.9M Buy
176,684
+877
+0.5% +$79.1K 2.99% 11
2015
Q3 		$13.9M Buy
175,807
+59,947
+52% +$5.05M 2.69% 15
2015
Q2 		$11.2M Buy
115,860
+94,912
+453% +$9.97M 2.08% 22
2015
Q1 		$2.2M Buy
20,948
+436
+2% +$46.5K 0.41% 50
2014
Q4 		$2.3M Sell
20,512
-316
-2% -$35.9K 0.43% 48
2014
Q3 		$2.48M Buy
20,828
+1,306
+7% +$167K 0.51% 45
2014
Q2 		$2.55M Buy
19,522
+625
+3% +$77.8K 0.53% 44
2014
Q1 		$2.25M Buy
18,897
+1,826
+11% +$212K 0.55% 42
2013
Q4 		$2.13M Sell
17,071
-1,121
-6% -$136K 0.51% 45
2013
Q3 		$2.21M Buy
18,192
+843
+5% +$104K 0.6% 42
2013
Q2 		$2.05M Buy
+17,349
New +$2.1M 0.7% 35

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

Corda Investment Management's CVX Position: Q1 2026 in Review

Corda Investment Management increased its Chevron (CVX) stake by 36% in Q1 2026, buying an estimated $1.42M and bringing the position to 29,171 shares worth $6.04M. The position accounts for 0.42% of the portfolio, ranked #42.

Corda Investment Management first reported a position in CVX in Q2 2013 and has held it in 39 quarters since. The position peaked at $17.9M in Q2 2016. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Corda Investment Management held 29,171 shares of Chevron worth $6.04M as of Q1 2026.
  • Corda Investment Management bought 7,793 Chevron shares in Q1 2026, an estimated $1.42M.
  • Chevron made up 0.42% of Corda Investment Management's portfolio in Q1 2026, its #42 holding.
  • Corda Investment Management first reported a position in Chevron in Q2 2013 and has held it in 39 quarters since.
  • Corda Investment Management's Chevron position peaked at $17.9M in Q2 2016.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Corda Investment Management's 13F filing for Q1 2026, filed 4 May 2026.