Cresset Asset Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-100
Closed -$15.2K 1690
2025
Q4
$15.2K Hold
100
﹤0.01% 1651
2025
Q3
$15.5K Hold
100
﹤0.01% 1563
2025
Q2
$14.3K Hold
100
﹤0.01% 1421
2025
Q1
$16.7K Buy
+100
New +$15.7K ﹤0.01% 1693
2024
Q4
Sell
-100
Closed -$15.3K 1724
2024
Q3
$14.7K Hold
100
﹤0.01% 2151
2024
Q2
$15.6K Buy
+100
New +$15.9K ﹤0.01% 2069

Other funds holding CVX

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

Cresset Asset Management increased its Chevron (CVX) stake by 56% in Q1 2026, buying an estimated $18.3M and bringing the position to 279,886 shares worth $57.9M. The position accounts for 0.25% of the portfolio, ranked #68.

Cresset Asset Management first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $58M in Q2 2024. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cresset Asset Management held 279,886 shares of Chevron worth $57.9M as of Q1 2026.
  • Cresset Asset Management bought 100,476 Chevron shares in Q1 2026, an estimated $18.3M.
  • Chevron made up 0.25% of Cresset Asset Management's portfolio in Q1 2026, its #68 holding.
  • Cresset Asset Management first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Chevron position peaked at $58M in Q2 2024.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.