Knollwood Investment Advisory’s Chevron CVX Stock Holding History

Knollwood Investment Advisory’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	$6.44M	Buy	31,142 +1,500	+5%	+$274K	0.65%	36
2025 Q4	$4.52M	Hold	29,642	–	–	0.42%	52
2025 Q3	$4.6M	Sell	29,642 -67	-0.2%	-$10.4K	0.41%	54
2025 Q2	$4.25M	Hold	29,709	–	–	0.41%	54
2025 Q1	$4.97M	Sell	29,709 -185	-0.6%	-$29K	0.55%	40
2024 Q4	$4.33M	Buy	29,894 +350	+1%	+$53.6K	0.45%	44
2024 Q3	$4.35M	Hold	29,544	–	–	0.47%	48
2024 Q2	$4.62M	Buy	29,544 +6,194	+27%	+$988K	0.51%	44
2024 Q1	$3.68M	Hold	23,350	–	–	0.67%	34
2023 Q4	$3.48M	Buy	23,350 +4,810	+26%	+$727K	0.72%	33
2023 Q3	$3.13M	Buy	18,540 +3,000	+19%	+$485K	1.46%	23
2023 Q2	$2.45M	Buy	15,540 +5,825	+60%	+$934K	0.82%	39
2023 Q1	$1.59M	Buy	9,715 +4,055	+72%	+$680K	0.31%	54
2022 Q4	$1.02M	Buy	+5,660	New	+$988K	0.4%	63

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Knollwood Investment Advisory's CVX Position: Q1 2026 in Review

Knollwood Investment Advisory increased its Chevron (CVX) stake by 5.1% in Q1 2026, buying an estimated $274K and bringing the position to 31,142 shares worth $6.44M. The position accounts for 0.65% of the portfolio, ranked #36.

Knollwood Investment Advisory first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Knollwood Investment Advisory held 31,142 shares of Chevron worth $6.44M as of Q1 2026.
Knollwood Investment Advisory bought 1,500 Chevron shares in Q1 2026, an estimated $274K.
Chevron made up 0.65% of Knollwood Investment Advisory's portfolio in Q1 2026, its #36 holding.
Knollwood Investment Advisory first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.