EH
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Equitable Holdings’s Chevron CVX Stock Holding History

Equitable Holdings’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 		$21.4M Buy
126,276
+44,981
+55% +$8.2M 0.14% 141
2025
Q4 		$12.4M Buy
81,295
+1,501
+2% +$229K 0.08% 205
2025
Q3 		$12.4M Buy
79,794
+3,740
+5% +$579K 0.09% 193
2025
Q2 		$10.9M Buy
76,054
+5,012
+7% +$707K 0.09% 191
2025
Q1 		$11.9M Buy
71,042
+5,445
+8% +$852K 0.11% 160
2024
Q4 		$9.5M Sell
65,597
-9,719
-13% -$1.49M 0.09% 184
2024
Q3 		$11.1M Sell
75,316
-1,828
-2% -$272K 0.11% 161
2024
Q2 		$12.1M Buy
77,144
+9,974
+15% +$1.59M 0.13% 136
2024
Q1 		$10.6M Buy
67,170
+7,277
+12% +$1.1M 0.12% 145
2023
Q4 		$8.93M Buy
59,893
+5,648
+10% +$854K 0.11% 150
2023
Q3 		$9.15M Buy
54,245
+5,524
+11% +$892K 0.13% 134
2023
Q2 		$7.67M Buy
48,721
+15,855
+48% +$2.54M 0.11% 140
2023
Q1 		$5.36M Buy
32,866
+4,453
+16% +$747K 0.09% 166
2022
Q4 		$5.1M Sell
28,413
-5,456
-16% -$952K 0.09% 161
2022
Q3 		$4.87M Buy
33,869
+2,079
+7% +$317K 0.1% 157
2022
Q2 		$4.6M Sell
31,790
-591
-2% -$97.7K 0.09% 154
2022
Q1 		$5.27M Sell
32,381
-8,721
-21% -$1.25M 0.09% 149
2021
Q4 		$4.82M Buy
41,102
+12,402
+43% +$1.41M 0.08% 165
2021
Q3 		$2.91M Buy
28,700
+690
+2% +$68.8K 0.05% 214
2021
Q2 		$2.93M Buy
28,010
+5,006
+22% +$528K 0.05% 201
2021
Q1 		$2.41M Buy
23,004
+6,559
+40% +$640K 0.05% 216
2020
Q4 		$1.39M Buy
16,445
+2,657
+19% +$215K 0.03% 271
2020
Q3 		$993K Sell
13,788
-304
-2% -$25.6K 0.03% 304
2020
Q2 		$1.26M Buy
14,092
+2,798
+25% +$251K 0.04% 271
2020
Q1 		$818K Sell
11,294
-4,835
-30% -$478K 0.03% 289
2019
Q4 		$1.94M Buy
+16,129
New +$1.9M 0.06% 196

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

Equitable Holdings's CVX Position: Q1 2026 in Review

Equitable Holdings increased its Chevron (CVX) stake by 55% in Q1 2026, buying an estimated $8.2M and bringing the position to 126,276 shares worth $21.4M. The position accounts for 0.14% of the portfolio, ranked #141.

Equitable Holdings first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Equitable Holdings held 126,276 shares of Chevron worth $21.4M as of Q1 2026.
  • Equitable Holdings bought 44,981 Chevron shares in Q1 2026, an estimated $8.2M.
  • Chevron made up 0.14% of Equitable Holdings's portfolio in Q1 2026, its #141 holding.
  • Equitable Holdings first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.