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FWL Investment Management’s Chevron CVX Stock Holding History

FWL Investment 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 		$2.61M Buy
12,626
+5,949
+89% +$1.08M 0.57% 37
2025
Q4 		$1.02M Buy
6,677
+841
+14% +$128K 0.24% 57
2025
Q3 		$906K Buy
5,836
+3,676
+170% +$569K 0.24% 55
2025
Q2 		$309K Buy
+2,160
New +$305K 0.09% 76
2025
Q1 		– Sell
-56
Closed -$8.11K – 303
2024
Q4 		$8.11K Hold
56
– – ﹤0.01% 251
2024
Q3 		$8.25K Hold
56
– – ﹤0.01% 245
2024
Q2 		$8.76K Hold
56
– – ﹤0.01% 195
2024
Q1 		$8.83K Sell
56
-140
-71% -$21.1K ﹤0.01% 171
2023
Q4 		$29.2K Sell
196
-282
-59% -$42.6K 0.02% 115
2023
Q3 		$80.6K Buy
+478
New +$77.2K 0.05% 63
2023
Q1 		– Sell
-626
Closed -$112K – 98
2022
Q4 		$112K Buy
+626
New +$109K 0.09% 68

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

FWL Investment Management's CVX Position: Q1 2026 in Review

FWL Investment Management increased its Chevron (CVX) stake by 89% in Q1 2026, buying an estimated $1.08M and bringing the position to 12,626 shares worth $2.61M. The position accounts for 0.57% of the portfolio, ranked #37.

FWL Investment Management first reported a position in CVX in Q4 2022 and has held it in 11 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • FWL Investment Management held 12,626 shares of Chevron worth $2.61M as of Q1 2026.
  • FWL Investment Management bought 5,949 Chevron shares in Q1 2026, an estimated $1.08M.
  • Chevron made up 0.57% of FWL Investment Management's portfolio in Q1 2026, its #37 holding.
  • FWL Investment Management first reported a position in Chevron in Q4 2022 and has held it in 11 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.