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Kagan Cocozza Asset Management’s Chevron CVX Stock Holding History

Kagan Cocozza Asset 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 		$369K Sell
1,786
-892
-33% -$163K 0.26% 53
2025
Q4 		$408K Sell
2,678
-239
-8% -$36.4K 0.29% 48
2025
Q3 		$453K Buy
2,917
+69
+2% +$10.7K 0.34% 45
2025
Q2 		$408K Sell
2,848
-237
-8% -$33.4K 0.31% 47
2025
Q1 		$516K Buy
3,085
+13
+0.4% +$2.04K 0.42% 42
2024
Q4 		$445K Buy
+3,072
New +$470K 0.37% 45

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

Kagan Cocozza Asset Management's CVX Position: Q1 2026 in Review

Kagan Cocozza Asset Management reduced its Chevron (CVX) stake by 33% in Q1 2026, selling an estimated $163K and leaving 1,786 shares worth $369K. The position accounts for 0.26% of the portfolio, ranked #53.

Kagan Cocozza Asset Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $516K in Q1 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Kagan Cocozza Asset Management held 1,786 shares of Chevron worth $369K as of Q1 2026.
  • Kagan Cocozza Asset Management sold 892 Chevron shares in Q1 2026, an estimated $163K.
  • Chevron made up 0.26% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #53 holding.
  • Kagan Cocozza Asset Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Kagan Cocozza Asset Management's Chevron position peaked at $516K in Q1 2025.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.