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Empirical Asset Management’s Chevron CVX Stock Holding History

Empirical Asset Management’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 		$2.45M Sell
11,863
-11,179
-49% -$2.04M 0.65% 22
2025
Q4 		$1.76M Sell
23,042
-125
-0.5% -$19K 0.5% 44
2025
Q3 		$1.81M Buy
23,167
+11,646
+101% +$1.8M 0.5% 36
2025
Q2 		$1.65M Buy
11,521
+28
+0.2% +$3.95K 0.51% 44
2025
Q1 		$1.92M Sell
11,493
-115,447
-91% -$18.1M 0.66% 33
2024
Q4 		$1.7M Buy
126,940
+100,164
+374% +$15.3M 0.56% 36
2024
Q3 		$1.67M Sell
26,776
-423
-2% -$63K 0.59% 39
2024
Q2 		$1.84M Buy
27,199
+12,175
+81% +$1.94M 0.69% 25
2024
Q1 		$1.49M Buy
15,024
+13,643
+988% +$2.06M 0.72% 32
2023
Q4 		$206K Sell
1,381
-2,690
-66% -$407K 0.17% 171
2023
Q3 		$686K Buy
4,071
+2,735
+205% +$442K 0.6% 55
2023
Q2 		$210K Buy
1,336
+9
+0.7% +$1.44K 0.19% 149
2023
Q1 		$216K Sell
1,327
-8,461
-86% -$1.42M 0.21% 134
2022
Q4 		$238K Buy
+9,788
New +$1.71M 0.25% 137
2022
Q2 		– Sell
-2,225
Closed -$362K – 158
2022
Q1 		$362K Buy
2,225
+49
+2% +$7.03K 0.34% 103
2021
Q4 		$255K Buy
+2,176
New +$247K 0.25% 129

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

Empirical Asset Management's CVX Position: Q1 2026 in Review

Empirical Asset Management reduced its Chevron (CVX) stake by 49% in Q1 2026, selling an estimated $2.04M and leaving 11,863 shares worth $2.45M. The position accounts for 0.65% of the portfolio, ranked #22.

Empirical Asset Management first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Empirical Asset Management held 11,863 shares of Chevron worth $2.45M as of Q1 2026.
  • Empirical Asset Management sold 11,179 Chevron shares in Q1 2026, an estimated $2.04M.
  • Chevron made up 0.65% of Empirical Asset Management's portfolio in Q1 2026, its #22 holding.
  • Empirical Asset Management first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.