Focused Alpha LLC’s Chevron CVX Stock Holding History

Focused Alpha LLC’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	$1.09M	Sell	5,292 -17	-0.3%	-$3.1K	0.34%	59
2025 Q4	$809K	Buy	+5,309	New	+$809K	0.24%	83

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Focused Alpha LLC's CVX Position: Q1 2026 in Review

Focused Alpha LLC reduced its Chevron (CVX) stake by 0.32% in Q1 2026, selling an estimated $3.1K and leaving 5,292 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #59.

Focused Alpha LLC first reported a position in CVX in Q4 2025 and has held it in 2 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Focused Alpha LLC held 5,292 shares of Chevron worth $1.09M as of Q1 2026.
Focused Alpha LLC sold 17 Chevron shares in Q1 2026, an estimated $3.1K.
Chevron made up 0.34% of Focused Alpha LLC's portfolio in Q1 2026, its #59 holding.
Focused Alpha LLC first reported a position in Chevron in Q4 2025 and has held it in 2 quarters since.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Focused Alpha LLC's 13F filing for Q1 2026, filed 12 May 2026.