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Epoch Investment Partners’s Chevron CVX Stock Holding History

Epoch 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 		$118M Sell
568,186
-13,081
-2% -$2.39M 0.71% 45
2025
Q4 		$88.6M Buy
581,267
+145,944
+34% +$22.2M 0.5% 73
2025
Q3 		$67.6M Sell
435,323
-35,738
-8% -$5.53M 0.37% 102
2025
Q2 		$67.5M Sell
471,061
-26,590
-5% -$3.75M 0.35% 109
2025
Q1 		$83.3M Buy
497,651
+18,369
+4% +$2.88M 0.43% 87
2024
Q4 		$69.4M Sell
479,282
-364,256
-43% -$55.8M 0.34% 111
2024
Q3 		$124M Sell
843,538
-17,393
-2% -$2.59M 0.56% 60
2024
Q2 		$135M Sell
860,931
-250,547
-23% -$40M 0.61% 52
2024
Q1 		$175M Sell
1,111,478
-334,710
-23% -$50.5M 0.78% 31
2023
Q4 		$216M Sell
1,446,188
-91,937
-6% -$13.9M 0.98% 13
2023
Q3 		$259M Buy
1,538,125
+38,389
+3% +$6.2M 1.65% 5
2023
Q2 		$236M Sell
1,499,736
-17,430
-1% -$2.79M 1.37% 7
2023
Q1 		$248M Buy
1,517,166
+309,342
+26% +$51.9M 1.47% 4
2022
Q4 		$217M Buy
1,207,824
+295,443
+32% +$51.6M 1.29% 6
2022
Q3 		$131M Sell
912,381
-113,372
-11% -$17.3M 0.86% 26
2022
Q2 		$149M Sell
1,025,753
-47,164
-4% -$7.8M 0.87% 24
2022
Q1 		$175M Buy
1,072,917
+35,987
+3% +$5.16M 0.86% 24
2021
Q4 		$122M Sell
1,036,930
-228,790
-18% -$26M 0.62% 41
2021
Q3 		$128M Sell
1,265,720
-39,078
-3% -$3.9M 0.71% 36
2021
Q2 		$137M Sell
1,304,798
-167,017
-11% -$17.6M 0.73% 37
2021
Q1 		$154M Buy
1,471,815
+44,784
+3% +$4.37M 0.72% 42
2020
Q4 		$121M Buy
1,427,031
+428,711
+43% +$34.7M 0.55% 55
2020
Q3 		$71.9M Sell
998,320
-44,988
-4% -$3.78M 0.36% 102
2020
Q2 		$93.1M Buy
1,043,308
+143,960
+16% +$12.9M 0.48% 72
2020
Q1 		$65.2M Sell
899,348
-75,763
-8% -$7.49M 0.4% 91
2019
Q4 		$118M Sell
975,111
-10,220
-1% -$1.2M 0.51% 81
2019
Q3 		$117M Sell
985,331
-91,958
-9% -$11.2M 0.53% 79
2019
Q2 		$134M Buy
1,077,289
+33,542
+3% +$4.06M 0.61% 64
2019
Q1 		$129M Buy
1,043,747
+168,025
+19% +$19.9M 0.56% 70
2018
Q4 		$95.3M Buy
875,722
+768,377
+716% +$89M 0.44% 83
2018
Q3 		$13.1M Buy
+107,345
New +$13M 0.05% 216
2015
Q2 		– Sell
-255,185
Closed -$26.8M – 269
2015
Q1 		$26.8M Sell
255,185
-2,295
-0.9% -$245K 0.1% 145
2014
Q4 		$28.9M Sell
257,480
-4,800
-2% -$545K 0.1% 136
2014
Q3 		$31.3M Buy
262,280
+1,180
+0.5% +$151K 0.12% 129
2014
Q2 		$34.1M Sell
261,100
-2,500
-0.9% -$311K 0.13% 131
2014
Q1 		$31.3M Buy
263,600
+13,340
+5% +$1.55M 0.13% 150
2013
Q4 		$31.3M Buy
250,260
+1,280
+0.5% +$155K 0.13% 137
2013
Q3 		$30.3M Buy
248,980
+9,575
+4% +$1.18M 0.13% 132
2013
Q2 		$28.3M Buy
+239,405
New +$28.9M 0.14% 133

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

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

Epoch Investment Partners reduced its Chevron (CVX) stake by 2.3% in Q1 2026, selling an estimated $2.39M and leaving 568,186 shares worth $118M. The position accounts for 0.71% of the portfolio, ranked #45.

Epoch Investment Partners first reported a position in CVX in Q2 2013 and has held it in 39 quarters since. The position peaked at $259M in Q3 2023. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Epoch Investment Partners held 568,186 shares of Chevron worth $118M as of Q1 2026.
  • Epoch Investment Partners sold 13,081 Chevron shares in Q1 2026, an estimated $2.39M.
  • Chevron made up 0.71% of Epoch Investment Partners's portfolio in Q1 2026, its #45 holding.
  • Epoch Investment Partners first reported a position in Chevron in Q2 2013 and has held it in 39 quarters since.
  • Epoch Investment Partners's Chevron position peaked at $259M in Q3 2023.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.