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Fidelis Capital Partners’s Chevron CVX Stock Holding History

Fidelis Capital 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 		$7.53M Buy
36,380
+151
+0.4% +$27.5K 0.54% 39
2025
Q4 		$5.52M Sell
36,229
-2,417
-6% -$368K 0.4% 52
2025
Q3 		$6M Buy
38,646
+4,826
+14% +$747K 0.47% 42
2025
Q2 		$5.17M Buy
33,820
+3,443
+11% +$485K 0.47% 41
2025
Q1 		$4.21M Sell
30,377
-1,360
-4% -$213K 0.45% 47
2024
Q4 		$4.74M Buy
31,737
+210
+0.7% +$32.1K 0.47% 43
2024
Q3 		$4.74M Sell
31,527
-858
-3% -$128K 0.57% 33
2024
Q2 		$4.61M Sell
32,385
-739
-2% -$118K 0.66% 29
2024
Q1 		$5.22M Buy
33,124
+1,113
+3% +$168K 0.79% 27
2023
Q4 		$4.77M Buy
32,011
+6,238
+24% +$943K 1.06% 15
2023
Q3 		$4.35M Buy
25,773
+2,709
+12% +$438K 1.49% 12
2023
Q2 		$3.63M Buy
23,064
+1,446
+7% +$232K 1.32% 12
2023
Q1 		$3.46M Buy
21,618
+7,663
+55% +$1.28M 1.47% 11
2022
Q4 		$2.44M Buy
+13,955
New +$2.44M 2.88% 5

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

Fidelis Capital Partners's CVX Position: Q1 2026 in Review

Fidelis Capital Partners increased its Chevron (CVX) stake by 0.42% in Q1 2026, buying an estimated $27.5K and bringing the position to 36,380 shares worth $7.53M. The position accounts for 0.54% of the portfolio, ranked #39.

Fidelis Capital Partners first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Fidelis Capital Partners held 36,380 shares of Chevron worth $7.53M as of Q1 2026.
  • Fidelis Capital Partners bought 151 Chevron shares in Q1 2026, an estimated $27.5K.
  • Chevron made up 0.54% of Fidelis Capital Partners's portfolio in Q1 2026, its #39 holding.
  • Fidelis Capital Partners first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.