Eight 31 Financial’s Chevron CVX Stock Holding History

Eight 31 Financial’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	$889K	Sell	4,295 -116	-3%	-$21.2K	0.54%	31
2025 Q4	$672K	Sell	4,411 -35	-0.8%	-$5.33K	0.37%	36
2025 Q3	$690K	Sell	4,446 -2,607	-37%	-$404K	0.39%	36
2025 Q2	$1.01M	Sell	7,053 -781	-10%	-$110K	0.67%	29
2025 Q1	$1.31M	Sell	7,834 -1,192	-13%	-$187K	0.84%	27
2024 Q4	$1.31M	Buy	9,026 +3	+0%	+$459	0.98%	20
2024 Q3	$1.33M	Sell	9,023 -188	-2%	-$28K	1.02%	19
2024 Q2	$1.44M	Sell	9,211 -137	-1%	-$21.8K	1.1%	20
2024 Q1	$1.47M	Sell	9,348 -366	-4%	-$55.2K	0.92%	26
2023 Q4	$1.45M	Buy	+9,714	New	+$1.47M	0.89%	23

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

Eight 31 Financial's CVX Position: Q1 2026 in Review

Eight 31 Financial reduced its Chevron (CVX) stake by 2.6% in Q1 2026, selling an estimated $21.2K and leaving 4,295 shares worth $889K. The position accounts for 0.54% of the portfolio, ranked #31.

Eight 31 Financial first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.47M in Q1 2024. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Eight 31 Financial held 4,295 shares of Chevron worth $889K as of Q1 2026.
Eight 31 Financial sold 116 Chevron shares in Q1 2026, an estimated $21.2K.
Chevron made up 0.54% of Eight 31 Financial's portfolio in Q1 2026, its #31 holding.
Eight 31 Financial first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
Eight 31 Financial's Chevron position peaked at $1.47M in Q1 2024.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.