Councilmark Asset Management’s Chevron CVX Stock Holding History

Councilmark Asset 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	$272K	Hold	1,315	–	–	0.16%	75
2025 Q4	$200K	Hold	1,315	–	–	0.11%	83
2025 Q3	$204K	Buy	+1,315	New	+$204K	0.12%	84
2025 Q2	–	Sell	-1,315	Closed	-$220K	–	88
2025 Q1	$220K	Buy	+1,315	New	+$206K	0.15%	81
2024 Q3	–	Sell	-1,315	Closed	-$206K	–	84
2024 Q2	$206K	Hold	1,315	–	–	0.15%	80
2024 Q1	$207K	Buy	+1,315	New	+$198K	0.15%	82

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

Councilmark Asset Management's CVX Position: Q1 2026 in Review

Councilmark Asset Management held its Chevron (CVX) position steady in Q1 2026 at 1,315 shares worth $272K. The position accounts for 0.16% of the portfolio, ranked #75.

Councilmark Asset Management first reported a position in CVX in Q1 2024 and has held it in 6 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Councilmark Asset Management held 1,315 shares of Chevron worth $272K as of Q1 2026.
Councilmark Asset Management left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.16% of Councilmark Asset Management's portfolio in Q1 2026, its #75 holding.
Councilmark Asset Management first reported a position in Chevron in Q1 2024 and has held it in 6 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.