FCM
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Fogel Capital Management’s Chevron CVX Stock Holding History

Fogel Capital Management’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 		$2.64M Buy
12,780
+2,552
+25% +$465K 1.21% 23
2025
Q4 		$1.56M Sell
10,228
-276
-3% -$42K 0.72% 27
2025
Q3 		$1.63M Buy
10,504
+160
+2% +$24.8K 0.75% 26
2025
Q2 		$1.48M Buy
10,344
+1,210
+13% +$171K 0.79% 26
2025
Q1 		$1.53M Buy
9,134
+3,648
+66% +$571K 0.82% 23
2024
Q4 		$795K Buy
5,486
+1,040
+23% +$159K 0.4% 26
2024
Q3 		$655K Buy
4,446
+810
+22% +$121K 0.34% 28
2024
Q2 		$569K Buy
3,636
+797
+28% +$127K 0.3% 28
2024
Q1 		$455K Buy
+2,839
New +$428K 0.27% 29

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

Fogel Capital Management's CVX Position: Q1 2026 in Review

Fogel Capital Management increased its Chevron (CVX) stake by 25% in Q1 2026, buying an estimated $465K and bringing the position to 12,780 shares worth $2.64M. The position accounts for 1.21% of the portfolio, ranked #23.

Fogel Capital Management first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Fogel Capital Management held 12,780 shares of Chevron worth $2.64M as of Q1 2026.
  • Fogel Capital Management bought 2,552 Chevron shares in Q1 2026, an estimated $465K.
  • Chevron made up 1.21% of Fogel Capital Management's portfolio in Q1 2026, its #23 holding.
  • Fogel Capital Management first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.