Cornerstone Capital’s Chevron CVX Stock Holding History

Cornerstone Capital’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	$2.56M	Buy	12,371 +7,045	+132%	+$1.28M	0.26%	50
2025 Q4	$812K	Buy	5,326 +505	+10%	+$76.9K	0.08%	68
2025 Q3	$749K	Buy	4,821 +300	+7%	+$46.5K	0.07%	67
2025 Q2	$647K	Buy	4,521 +470	+12%	+$66.3K	0.07%	65
2025 Q1	$678K	Sell	4,051 -6	-0.1%	-$939	0.07%	65
2024 Q4	$588K	Hold	4,057	–	–	0.06%	73
2024 Q3	$597K	Buy	4,057 +166	+4%	+$24.7K	0.06%	81
2024 Q2	$609K	Hold	3,891	–	–	0.06%	69
2024 Q1	$614K	Sell	3,891 -390	-9%	-$58.9K	0.06%	69
2023 Q4	$639K	Hold	4,281	–	–	0.07%	72
2023 Q3	$722K	Hold	4,281	–	–	0.09%	64
2023 Q2	$674K	Hold	4,281	–	–	0.08%	67
2023 Q1	$698K	Sell	4,281 -130	-3%	-$21.8K	0.08%	63
2022 Q4	$792K	Sell	4,411 -120	-3%	-$20.9K	0.1%	62
2022 Q3	$651K	Buy	4,531 +110	+2%	+$16.8K	0.09%	61
2022 Q2	$640K	Hold	4,421	–	–	0.08%	62
2022 Q1	$720K	Sell	4,421 -120	-3%	-$17.2K	0.08%	64
2021 Q4	$533K	Hold	4,541	–	–	0.06%	69
2021 Q3	$461K	Sell	4,541 -77	-2%	-$7.68K	0.05%	70
2021 Q2	$484K	Sell	4,618 -573	-11%	-$60.5K	0.05%	68
2021 Q1	$544K	Sell	5,191 -1,370	-21%	-$134K	0.07%	65
2020 Q4	$554K	Sell	6,561 -120	-2%	-$9.72K	0.07%	63
2020 Q3	$481K	Sell	6,681 -3,415	-34%	-$287K	0.07%	61
2020 Q2	$901K	Buy	10,096 +682	+7%	+$61.1K	0.15%	41
2020 Q1	$682K	Hold	9,414	–	–	0.14%	40
2019 Q4	$1.14M	Sell	9,414 -85	-0.9%	-$10K	0.16%	48
2019 Q3	$1.13M	Hold	9,499	–	–	0.18%	46
2019 Q2	$1.18M	Hold	9,499	–	–	0.19%	49
2019 Q1	$1.17M	Sell	9,499 -7,627	-45%	-$902K	0.19%	48
2018 Q4	$1.86M	Sell	17,126 -55	-0.3%	-$6.37K	0.33%	45
2018 Q3	$2.1M	Sell	17,181 -660	-4%	-$80.1K	0.32%	44
2018 Q2	$2.26M	Sell	17,841 -1,500	-8%	-$186K	0.38%	42
2018 Q1	$2.21M	Sell	19,341 -250	-1%	-$29.9K	0.36%	43
2017 Q4	$2.45M	Hold	19,591	–	–	0.42%	40
2017 Q3	$2.3M	Buy	19,591 +400	+2%	+$43.7K	0.4%	43
2017 Q2	$2M	Sell	19,191 -30	-0.2%	-$3.18K	0.38%	43
2017 Q1	$2.06M	Sell	19,221 -15,858	-45%	-$1.78M	0.4%	42
2016 Q4	$4.13M	Hold	35,079	–	–	0.88%	36
2016 Q3	$3.61M	Buy	35,079 +1,060	+3%	+$108K	0.78%	37
2016 Q2	$3.57M	Sell	34,019 -1,145	-3%	-$115K	0.78%	37
2016 Q1	$3.35M	Sell	35,164 -984	-3%	-$86.1K	0.74%	37
2015 Q4	$3.25M	Sell	36,148 -384	-1%	-$34.6K	0.73%	34
2015 Q3	$2.88M	Buy	36,532 +21,930	+150%	+$1.85M	0.72%	36
2015 Q2	$1.41M	Buy	14,602 +300	+2%	+$31.5K	0.32%	41
2015 Q1	$1.5M	Sell	14,302 -200	-1%	-$21.3K	0.39%	37
2014 Q4	$1.63M	Buy	14,502 +10	+0.1%	+$1.14K	0.43%	36
2014 Q3	$1.73M	Sell	14,492 -2,230	-13%	-$285K	0.48%	36
2014 Q2	$2.18M	Buy	16,722 +2,468	+17%	+$307K	0.59%	33
2014 Q1	$1.7M	Buy	14,254 +385	+3%	+$44.8K	0.49%	33
2013 Q4	$1.73M	Buy	13,869 +430	+3%	+$52K	0.51%	34
2013 Q3	$1.63M	Sell	13,439 -355	-3%	-$43.6K	0.5%	34
2013 Q2	$1.63M	Buy	+13,794	New	+$1.67M	0.54%	34

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

Cornerstone Capital's CVX Position: Q1 2026 in Review

Cornerstone Capital increased its Chevron (CVX) stake by 132% in Q1 2026, buying an estimated $1.28M and bringing the position to 12,371 shares worth $2.56M. The position accounts for 0.26% of the portfolio, ranked #50.

Cornerstone Capital first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.13M in Q4 2016. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Cornerstone Capital held 12,371 shares of Chevron worth $2.56M as of Q1 2026.
Cornerstone Capital bought 7,045 Chevron shares in Q1 2026, an estimated $1.28M.
Chevron made up 0.26% of Cornerstone Capital's portfolio in Q1 2026, its #50 holding.
Cornerstone Capital first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Cornerstone Capital's Chevron position peaked at $4.13M in Q4 2016.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cornerstone Capital's 13F filing for Q1 2026, filed 12 May 2026.