Foster & Motley’s Chevron CVX Stock Holding History

Foster & Motley’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	$7.35M	Sell	35,517 -2,157	-6%	-$393K	0.38%	74
2025 Q4	$5.74M	Buy	37,674 +991	+3%	+$151K	0.31%	86
2025 Q3	$5.7M	Buy	36,683 +3,094	+9%	+$479K	0.31%	86
2025 Q2	$4.81M	Buy	33,589 +8,182	+32%	+$1.15M	0.28%	95
2025 Q1	$4.25M	Buy	25,407 +1,996	+9%	+$312K	0.27%	95
2024 Q4	$3.39M	Sell	23,411 -469	-2%	-$71.8K	0.22%	109
2024 Q3	$3.52M	Sell	23,880 -1,494	-6%	-$222K	0.22%	112
2024 Q2	$3.97M	Sell	25,374 -628	-2%	-$100K	0.27%	98
2024 Q1	$4.1M	Sell	26,002 -1,970	-7%	-$297K	0.28%	100
2023 Q4	$4.17M	Sell	27,972 -1,067	-4%	-$161K	0.31%	95
2023 Q3	$4.9M	Buy	29,039 +2,743	+10%	+$443K	0.4%	66
2023 Q2	$4.14M	Buy	26,296 +620	+2%	+$99.4K	0.32%	85
2023 Q1	$4.19M	Sell	25,676 -234	-0.9%	-$39.2K	0.34%	80
2022 Q4	$4.65M	Buy	25,910 +482	+2%	+$84.1K	0.4%	66
2022 Q3	$3.65M	Sell	25,428 -44	-0.2%	-$6.71K	0.35%	72
2022 Q2	$3.69M	Sell	25,472 -389	-2%	-$64.3K	0.32%	76
2022 Q1	$4.21M	Sell	25,861 -1,651	-6%	-$237K	0.33%	74
2021 Q4	$3.23M	Sell	27,512 -1,637	-6%	-$186K	0.25%	97
2021 Q3	$2.96M	Sell	29,149 -15,002	-34%	-$1.5M	0.25%	103
2021 Q2	$4.62M	Sell	44,151 -7,793	-15%	-$823K	0.39%	65
2021 Q1	$5.44M	Buy	51,944 +2,307	+5%	+$225K	0.45%	56
2020 Q4	$4.19M	Buy	49,637 +7,585	+18%	+$614K	0.41%	69
2020 Q3	$3.03M	Buy	42,052 +4,134	+11%	+$348K	0.36%	79
2020 Q2	$3.38M	Sell	37,918 -193	-0.5%	-$17.3K	0.42%	67
2020 Q1	$2.76M	Sell	38,111 -10,274	-21%	-$1.02M	0.41%	72
2019 Q4	$5.83M	Sell	48,385 -152	-0.3%	-$17.9K	0.73%	37
2019 Q3	$5.76M	Buy	48,537 +2,063	+4%	+$251K	0.78%	34
2019 Q2	$5.78M	Buy	46,474 +1,161	+3%	+$140K	0.81%	31
2019 Q1	$5.58M	Sell	45,313 -2,590	-5%	-$306K	0.8%	35
2018 Q4	$5.21M	Buy	47,903 +1,494	+3%	+$173K	0.83%	34
2018 Q3	$5.67M	Sell	46,409 -1,439	-3%	-$175K	0.85%	34
2018 Q2	$6.05M	Sell	47,848 -324	-0.7%	-$40.2K	0.96%	31
2018 Q1	$5.49M	Sell	48,172 -5,293	-10%	-$633K	0.9%	35
2017 Q4	$6.69M	Sell	53,465 -4,245	-7%	-$503K	1.07%	27
2017 Q3	$6.78M	Sell	57,710 -46	-0.1%	-$5.02K	1.17%	29
2017 Q2	$6.03M	Sell	57,756 -1,082	-2%	-$115K	1.06%	29
2017 Q1	$6.32M	Sell	58,838 -5,382	-8%	-$604K	1.15%	29
2016 Q4	$7.56M	Sell	64,220 -11,196	-15%	-$1.22M	1.45%	21
2016 Q3	$7.76M	Buy	75,416 +4,635	+7%	+$473K	1.5%	18
2016 Q2	$7.42M	Sell	70,781 -1,451	-2%	-$146K	1.47%	20
2016 Q1	$6.89M	Sell	72,232 -288	-0.4%	-$25.2K	1.4%	22
2015 Q4	$6.52M	Sell	72,520 -13,314	-16%	-$1.2M	1.38%	24
2015 Q3	$6.73M	Buy	85,834 +1,724	+2%	+$145K	1.53%	17
2015 Q2	$8.11M	Sell	84,110 -3,575	-4%	-$375K	1.78%	10
2015 Q1	$9.21M	Buy	87,685 +525	+0.6%	+$56K	2.02%	5
2014 Q4	$9.78M	Buy	87,160 +3,608	+4%	+$410K	2.21%	7
2014 Q3	$9.97M	Buy	83,552 +69	+0.1%	+$8.8K	2.31%	4
2014 Q2	$10.9M	Sell	83,483 -3,348	-4%	-$417K	2.52%	2
2014 Q1	$10.3M	Sell	86,831 -1,421	-2%	-$165K	2.54%	2
2013 Q4	$11M	Buy	88,252 +1,217	+1%	+$147K	2.78%	1
2013 Q3	$10.6M	Buy	87,035 +253	+0.3%	+$31.1K	2.82%	1
2013 Q2	$10.3M	Buy	+86,782	New	+$10.5M	2.86%	1

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 $295B AUM 31.6% 1-Year Est. Return

Foster & Motley's CVX Position: Q1 2026 in Review

Foster & Motley reduced its Chevron (CVX) stake by 5.7% in Q1 2026, selling an estimated $393K and leaving 35,517 shares worth $7.35M. The position accounts for 0.38% of the portfolio, ranked #74.

Foster & Motley first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $11M in Q4 2013. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Foster & Motley held 35,517 shares of Chevron worth $7.35M as of Q1 2026.
Foster & Motley sold 2,157 Chevron shares in Q1 2026, an estimated $393K.
Chevron made up 0.38% of Foster & Motley's portfolio in Q1 2026, its #74 holding.
Foster & Motley first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Foster & Motley's Chevron position peaked at $11M in Q4 2013.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.