FCH
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Freestone Capital Holdings’s Chevron CVX Stock Holding History

Freestone Capital Holdings’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
2016
Q1 		– Sell
-700
Closed -$63K – 341
2015
Q4 		$63K Hold
700
– – 0.01% 346
2015
Q3 		$55K Buy
+700
New +$58.9K 0.01% 337

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

Freestone Capital Holdings's CVX Position: Q1 2026 in Review

Freestone Capital Holdings increased its Chevron (CVX) stake by 1.5% in Q1 2026, buying an estimated $169K and bringing the position to 62,101 shares worth $12.8M. The position accounts for 0.39% of the portfolio, ranked #45.

Freestone Capital Holdings first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Freestone Capital Holdings held 62,101 shares of Chevron worth $12.8M as of Q1 2026.
  • Freestone Capital Holdings bought 925 Chevron shares in Q1 2026, an estimated $169K.
  • Chevron made up 0.39% of Freestone Capital Holdings's portfolio in Q1 2026, its #45 holding.
  • Freestone Capital Holdings first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.