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Empire Financial Management Company’s Chevron CVX Stock Holding History

Empire Financial Management Company’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 		$5.01M Buy
24,192
+517
+2% +$94.3K 1.13% 22
2025
Q4 		$3.61M Sell
23,675
-105
-0.4% -$16K 0.78% 39
2025
Q3 		$3.69M Buy
23,780
+313
+1% +$48.5K 0.85% 37
2025
Q2 		$3.36M Buy
23,467
+1,627
+7% +$229K 0.97% 31
2025
Q1 		$3.65M Buy
21,840
+479
+2% +$75K 1.13% 21
2024
Q4 		$3.09M Buy
21,361
+480
+2% +$73.5K 0.97% 29
2024
Q3 		$3.08M Buy
20,881
+105
+0.5% +$15.6K 0.95% 30
2024
Q2 		$3.25M Sell
20,776
-885
-4% -$141K 1.07% 24
2024
Q1 		$3.42M Buy
21,661
+2,511
+13% +$379K 1.13% 21
2023
Q4 		$2.86M Buy
19,150
+628
+3% +$95K 1.12% 24
2023
Q3 		$3.12M Sell
18,522
-102
-0.5% -$16.5K 1.36% 15
2023
Q2 		$2.93M Sell
18,624
-1,169
-6% -$187K 1.17% 24
2023
Q1 		$3.23M Buy
+19,793
New +$3.32M 1.32% 17

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

Empire Financial Management Company's CVX Position: Q1 2026 in Review

Empire Financial Management Company increased its Chevron (CVX) stake by 2.2% in Q1 2026, buying an estimated $94.3K and bringing the position to 24,192 shares worth $5.01M. The position accounts for 1.13% of the portfolio, ranked #22.

Empire Financial Management Company first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Empire Financial Management Company held 24,192 shares of Chevron worth $5.01M as of Q1 2026.
  • Empire Financial Management Company bought 517 Chevron shares in Q1 2026, an estimated $94.3K.
  • Chevron made up 1.13% of Empire Financial Management Company's portfolio in Q1 2026, its #22 holding.
  • Empire Financial Management Company first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.