IC
CVX icon

IEQ Capital’s Chevron CVX Stock Holding History

IEQ Capital’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 		$39.5M Buy
190,738
+31,627
+20% +$5.77M 0.18% 101
2025
Q4 		$24.3M Sell
159,111
-25,278
-14% -$3.85M 0.07% 176
2025
Q3 		$28.6M Buy
184,389
+107,093
+139% +$16.6M 0.09% 121
2025
Q2 		$11.1M Sell
77,296
-29,587
-28% -$4.17M 0.07% 225
2025
Q1 		$17.9M Buy
106,883
+13,283
+14% +$2.08M 0.14% 109
2024
Q4 		$13.6M Sell
93,600
-7,880
-8% -$1.21M 0.13% 100
2024
Q3 		$14.9M Sell
101,480
-1,495
-1% -$223K 0.18% 77
2024
Q2 		$16.1M Buy
102,975
+8,518
+9% +$1.36M 0.22% 69
2024
Q1 		$14.9M Buy
94,457
+18,574
+24% +$2.8M 0.21% 70
2023
Q4 		$11.3M Sell
75,883
-6,646
-8% -$1.01M 0.19% 83
2023
Q3 		$13.9M Buy
82,529
+4,035
+5% +$652K 0.28% 57
2023
Q2 		$12.4M Buy
78,494
+572
+0.7% +$91.7K 0.25% 68
2023
Q1 		$12.7M Buy
77,922
+3,140
+4% +$526K 0.29% 59
2022
Q4 		$13.4M Buy
74,782
+5,806
+8% +$1.01M 0.38% 48
2022
Q3 		$9.91M Buy
68,976
+9,546
+16% +$1.46M 0.27% 60
2022
Q2 		$8.61M Buy
59,430
+5,193
+10% +$858K 0.26% 66
2022
Q1 		$8.83M Buy
54,237
+5,491
+11% +$787K 0.21% 72
2021
Q4 		$5.72M Buy
48,746
+5,194
+12% +$590K 0.13% 93
2021
Q3 		$4.42M Buy
43,552
+726
+2% +$72.4K 0.12% 111
2021
Q2 		$4.49M Buy
42,826
+12,494
+41% +$1.32M 0.13% 95
2021
Q1 		$3.18M Buy
+30,332
New +$2.96M 0.13% 101
2020
Q4 		– Sell
-11,066
Closed -$797K – 257
2020
Q3 		$797K Buy
11,066
+1,053
+11% +$88.6K 0.04% 195
2020
Q2 		$894K Sell
10,013
-35,934
-78% -$3.22M 0.06% 160
2020
Q1 		$3.33M Buy
45,947
+27,244
+146% +$2.69M 0.27% 61
2019
Q4 		$2.25M Buy
+18,703
New +$2.2M 0.2% 83

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

IEQ Capital's CVX Position: Q1 2026 in Review

IEQ Capital increased its Chevron (CVX) stake by 20% in Q1 2026, buying an estimated $5.77M and bringing the position to 190,738 shares worth $39.5M. The position accounts for 0.18% of the portfolio, ranked #101.

IEQ Capital first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • IEQ Capital held 190,738 shares of Chevron worth $39.5M as of Q1 2026.
  • IEQ Capital bought 31,627 Chevron shares in Q1 2026, an estimated $5.77M.
  • Chevron made up 0.18% of IEQ Capital's portfolio in Q1 2026, its #101 holding.
  • IEQ Capital first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.