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Elefante Mark B’s Chevron CVX Stock Holding History

Elefante Mark B’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 		$4.17M Sell
20,172
-1,183
-6% -$216K 2.3% 21
2025
Q4 		$3.25M Buy
21,355
+1,422
+7% +$217K 1.99% 21
2025
Q3 		$3.1M Buy
19,933
+225
+1% +$34.8K 1.98% 22
2025
Q2 		$2.82M Buy
19,708
+325
+2% +$45.8K 2.12% 23
2025
Q1 		$3.24M Buy
19,383
+3,635
+23% +$569K 2.57% 18
2024
Q4 		$2.28M Buy
+15,748
New +$2.41M 2.08% 24
2020
Q2 		$386K Buy
4,325
+1,400
+48% +$125K 1.3% 32
2020
Q1 		$213K Buy
2,925
+375
+15% +$37.1K 0.93% 40
2019
Q4 		$308K Buy
2,550
+200
+9% +$23.6K 1.12% 35
2019
Q3 		$279K Buy
2,350
+207
+10% +$25.1K 1.1% 34
2019
Q2 		$267K Buy
2,143
+500
+30% +$60.5K 1.04% 34
2019
Q1 		$202K Buy
+1,643
New +$194K 0.88% 41

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

Elefante Mark B's CVX Position: Q1 2026 in Review

Elefante Mark B reduced its Chevron (CVX) stake by 5.5% in Q1 2026, selling an estimated $216K and leaving 20,172 shares worth $4.17M. The position accounts for 2.3% of the portfolio, ranked #21.

Elefante Mark B first reported a position in CVX in Q1 2019 and has held it in 12 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Elefante Mark B held 20,172 shares of Chevron worth $4.17M as of Q1 2026.
  • Elefante Mark B sold 1,183 Chevron shares in Q1 2026, an estimated $216K.
  • Chevron made up 2.3% of Elefante Mark B's portfolio in Q1 2026, its #21 holding.
  • Elefante Mark B first reported a position in Chevron in Q1 2019 and has held it in 12 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Elefante Mark B's 13F filing for Q1 2026, filed 15 May 2026.