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Financial Management Network’s Chevron CVX Stock Holding History

Financial Management Network’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 		$2.4M Buy
12,586
+248
+2% +$45.2K 0.37% 54
2025
Q4 		$1.92M Buy
12,338
+192
+2% +$29.2K 0.3% 57
2025
Q3 		$1.87M Sell
12,146
-102
-0.8% -$15.8K 0.31% 61
2025
Q2 		$1.82M Buy
12,248
+119
+1% +$16.8K 0.33% 61
2025
Q1 		$1.7M Sell
12,129
-76
-0.6% -$11.9K 0.38% 55
2024
Q4 		$1.8M Sell
12,205
-20
-0.2% -$3.06K 0.38% 52
2024
Q3 		$1.84M Sell
12,225
-9
-0.1% -$1.34K 0.39% 55
2024
Q2 		$1.89M Sell
12,234
-53
-0.4% -$8.45K 0.45% 48
2024
Q1 		$1.97M Sell
12,287
-1,648
-12% -$249K 0.5% 43
2023
Q4 		$2.1M Buy
13,935
+4,608
+49% +$697K 0.61% 37
2023
Q3 		$1.52M Buy
9,327
+2,424
+35% +$392K 0.5% 39
2023
Q2 		$1.09M Buy
6,903
+232
+3% +$37.2K 0.38% 49
2023
Q1 		$1.13M Buy
6,671
+227
+4% +$38.1K 0.45% 42
2022
Q4 		$1.11M Sell
6,444
-248
-4% -$43.3K 0.49% 42
2022
Q3 		$1.05M Buy
6,692
+32
+0.5% +$4.88K 0.52% 38
2022
Q2 		$976K Sell
6,660
-221
-3% -$36.5K 0.52% 45
2022
Q1 		$1.13M Buy
6,881
+511
+8% +$73.3K 0.57% 38
2021
Q4 		$774K Buy
6,370
+333
+6% +$37.8K 0.35% 57
2021
Q3 		$632K Sell
6,037
-315
-5% -$31.4K 0.32% 64
2021
Q2 		$674K Buy
6,352
+70
+1% +$7.39K 0.34% 62
2021
Q1 		$663K Buy
6,282
+543
+9% +$53K 0.34% 61
2020
Q4 		$547K Buy
+5,739
New +$465K 0.34% 63

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

Financial Management Network's CVX Position: Q1 2026 in Review

Financial Management Network increased its Chevron (CVX) stake by 2% in Q1 2026, buying an estimated $45.2K and bringing the position to 12,586 shares worth $2.4M. The position accounts for 0.37% of the portfolio, ranked #54.

Financial Management Network first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Financial Management Network held 12,586 shares of Chevron worth $2.4M as of Q1 2026.
  • Financial Management Network bought 248 Chevron shares in Q1 2026, an estimated $45.2K.
  • Chevron made up 0.37% of Financial Management Network's portfolio in Q1 2026, its #54 holding.
  • Financial Management Network first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.