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Davis Investment Partners’s Chevron CVX Stock Holding History

Davis Investment Partners’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 		$303K Buy
1,462
+9
+0.6% +$1.64K 0.11% 140
2025
Q4 		$226K Buy
1,453
+12
+0.8% +$1.83K 0.08% 146
2025
Q3 		$223K Sell
1,441
-4,787
-77% -$741K 0.08% 152
2025
Q2 		$907K Buy
6,228
+322
+5% +$45.4K 0.32% 50
2025
Q1 		$799K Buy
5,906
+3,655
+162% +$572K 0.35% 51
2024
Q4 		$345K Buy
+2,251
New +$345K 0.15% 92

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 $336B AUM 34.66% 1-Year Est. Return

Davis Investment Partners's CVX Position: Q1 2026 in Review

Davis Investment Partners increased its Chevron (CVX) stake by 0.62% in Q1 2026, buying an estimated $1.64K and bringing the position to 1,462 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #140.

Davis Investment Partners first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $907K in Q2 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Davis Investment Partners held 1,462 shares of Chevron worth $303K as of Q1 2026.
  • Davis Investment Partners bought 9 Chevron shares in Q1 2026, an estimated $1.64K.
  • Chevron made up 0.11% of Davis Investment Partners's portfolio in Q1 2026, its #140 holding.
  • Davis Investment Partners first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Davis Investment Partners's Chevron position peaked at $907K in Q2 2025.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.