FCM
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Fortis Capital Management’s Chevron CVX Stock Holding History

Fortis 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 		$751K Sell
3,631
-25
-0.7% -$4.56K 0.08% 103
2025
Q4 		$557K Buy
3,656
+2,010
+122% +$306K 0.07% 111
2025
Q3 		$256K Buy
+1,646
New +$255K 0.04% 153

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 $336B AUM 34.66% 1-Year Est. Return

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

Fortis Capital Management reduced its Chevron (CVX) stake by 0.68% in Q1 2026, selling an estimated $4.56K and leaving 3,631 shares worth $751K. The position accounts for 0.08% of the portfolio, ranked #103.

Fortis Capital Management first reported a position in CVX in Q3 2025 and has held it in 3 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Fortis Capital Management held 3,631 shares of Chevron worth $751K as of Q1 2026.
  • Fortis Capital Management sold 25 Chevron shares in Q1 2026, an estimated $4.56K.
  • Chevron made up 0.08% of Fortis Capital Management's portfolio in Q1 2026, its #103 holding.
  • Fortis Capital Management first reported a position in Chevron in Q3 2025 and has held it in 3 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.