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Custom Index Systems’s Chevron CVX Stock Holding History

Custom Index Systems’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 		$435K Buy
2,101
+56
+3% +$10.2K 0.19% 153
2025
Q4 		$312K Buy
+2,045
New +$311K 0.14% 195
2025
Q3 		– Sell
-2,216
Closed -$317K – 266
2025
Q2 		$317K Buy
2,216
+52
+2% +$7.33K 0.15% 186
2025
Q1 		$362K Sell
2,164
-285
-12% -$44.6K 0.18% 176
2024
Q4 		$355K Sell
2,449
-467
-16% -$71.5K 0.19% 160
2024
Q3 		$429K Sell
2,916
-46
-2% -$6.85K 0.23% 133
2024
Q2 		$463K Buy
2,962
+899
+44% +$143K 0.27% 99
2024
Q1 		$325K Sell
2,063
-190
-8% -$28.7K 0.19% 181
2023
Q4 		$336K Buy
+2,253
New +$341K 0.21% 148

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

Custom Index Systems's CVX Position: Q1 2026 in Review

Custom Index Systems increased its Chevron (CVX) stake by 2.7% in Q1 2026, buying an estimated $10.2K and bringing the position to 2,101 shares worth $435K. The position accounts for 0.19% of the portfolio, ranked #153.

Custom Index Systems first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. The position peaked at $463K in Q2 2024. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Custom Index Systems held 2,101 shares of Chevron worth $435K as of Q1 2026.
  • Custom Index Systems bought 56 Chevron shares in Q1 2026, an estimated $10.2K.
  • Chevron made up 0.19% of Custom Index Systems's portfolio in Q1 2026, its #153 holding.
  • Custom Index Systems first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • Custom Index Systems's Chevron position peaked at $463K in Q2 2024.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.