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Horizon Investments’s Chevron CVX Stock Holding History

Horizon Investments’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 		$43.3M Buy
209,204
+18,577
+10% +$3.39M 0.49% 36
2025
Q4 		$29.1M Buy
190,627
+23,171
+14% +$3.53M 0.37% 47
2025
Q3 		$26M Buy
167,456
+125,030
+295% +$19.4M 0.34% 52
2025
Q2 		$6.07M Buy
42,426
+3,917
+10% +$552K 0.1% 170
2025
Q1 		$6.44M Buy
38,509
+859
+2% +$134K 0.19% 63
2024
Q4 		$5.45M Buy
37,650
+1,000
+3% +$153K 0.16% 72
2024
Q3 		$5.4M Sell
36,650
-740
-2% -$110K 0.14% 70
2024
Q2 		$5.85M Sell
37,390
-397
-1% -$63.3K 0.16% 68
2024
Q1 		$5.96M Buy
37,787
+5,973
+19% +$901K 0.16% 75
2023
Q4 		$4.75M Sell
31,814
-4,426
-12% -$669K 0.13% 79
2023
Q3 		$6.11M Buy
36,240
+210
+0.6% +$33.9K 0.19% 65
2023
Q2 		$5.67M Sell
36,030
-3,763
-9% -$603K 0.16% 65
2023
Q1 		$6.49M Buy
39,793
+750
+2% +$126K 0.19% 60
2022
Q4 		$7.01M Sell
39,043
-14,941
-28% -$2.61M 0.2% 61
2022
Q3 		$7.76M Buy
53,984
+10,516
+24% +$1.6M 0.24% 42
2022
Q2 		$6.29M Sell
43,468
-30,962
-42% -$5.12M 0.2% 55
2022
Q1 		$12.1M Buy
74,430
+12,060
+19% +$1.73M 0.34% 38
2021
Q4 		$7.32M Buy
62,370
+35,580
+133% +$4.04M 0.22% 58
2021
Q3 		$2.72M Sell
26,790
-5,573
-17% -$556K 0.07% 124
2021
Q2 		$3.39M Buy
32,363
+13,045
+68% +$1.38M 0.1% 101
2021
Q1 		$2.02M Buy
+19,318
New +$1.89M 0.07% 117
2020
Q4 		– Sell
-40,251
Closed -$2.9M – 153
2020
Q3 		$2.9M Sell
40,251
-12,778
-24% -$1.07M 0.1% 92
2020
Q2 		$4.73M Buy
53,029
+27,185
+105% +$2.43M 0.12% 94
2020
Q1 		$1.87M Sell
25,844
-9,467
-27% -$935K 0.09% 84
2019
Q4 		$4.25M Buy
35,311
+18,821
+114% +$2.22M 0.19% 77
2019
Q3 		$1.96M Sell
16,490
-1,777
-10% -$216K 0.08% 96
2019
Q2 		$2.27M Buy
18,267
+4,301
+31% +$520K 0.06% 87
2019
Q1 		$1.7M Buy
13,966
+3,954
+39% +$468K 0.06% 141
2018
Q4 		$1.09M Sell
10,012
-8,361
-46% -$969K 0.06% 144
2018
Q3 		$2.25M Buy
18,373
+872
+5% +$106K 0.08% 75
2018
Q2 		$2.21M Buy
17,501
+8,541
+95% +$1.06M 0.1% 67
2018
Q1 		$1.02M Sell
8,960
-1,073
-11% -$128K 0.04% 119
2017
Q4 		$1.06M Buy
+10,033
New +$1.19M 0.07% 101
2017
Q3 		– Sell
-5,123
Closed -$543K – 167
2017
Q2 		$543K Buy
+5,123
New +$543K 0.03% 129
2014
Q2 		– Sell
-13,570
Closed -$1.61M – 114
2014
Q1 		$1.61M Buy
13,570
+2,680
+25% +$312K 0.21% 46
2013
Q4 		$1.36M Buy
10,890
+2,247
+26% +$272K 0.21% 29
2013
Q3 		$1.05M Buy
8,643
+2,447
+39% +$301K 0.24% 26
2013
Q2 		$733K Buy
+6,196
New +$749K 0.21% 27

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

Horizon Investments's CVX Position: Q1 2026 in Review

Horizon Investments increased its Chevron (CVX) stake by 9.7% in Q1 2026, buying an estimated $3.39M and bringing the position to 209,204 shares worth $43.3M. The position accounts for 0.49% of the portfolio, ranked #36.

Horizon Investments first reported a position in CVX in Q2 2013 and has held it in 38 quarters since. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Horizon Investments held 209,204 shares of Chevron worth $43.3M as of Q1 2026.
  • Horizon Investments bought 18,577 Chevron shares in Q1 2026, an estimated $3.39M.
  • Chevron made up 0.49% of Horizon Investments's portfolio in Q1 2026, its #36 holding.
  • Horizon Investments first reported a position in Chevron in Q2 2013 and has held it in 38 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.