Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Chevron CVX Stock Holding History

Kovitz Investment Group Partners’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 		$12.1M Sell
58,520
-1,647
-3% -$300K 0.28% 88
2025
Q4 		$9.17M Sell
60,167
-167,235
-74% -$25.5M 0.2% 106
2025
Q3 		$35.3M Buy
227,402
+15,092
+7% +$2.34M 0.14% 145
2025
Q2 		$30.4M Sell
212,310
-73,832
-26% -$10.4M 0.13% 140
2025
Q1 		$47.9M Buy
286,142
+10,109
+4% +$1.58M 0.24% 98
2024
Q4 		$40M Buy
276,033
+106,467
+63% +$16.3M 0.2% 106
2024
Q3 		$22M Buy
169,566
+53,295
+46% +$7.93M 0.16% 122
2024
Q2 		$18.2M Buy
116,271
+56,394
+94% +$8.99M 0.16% 104
2024
Q1 		$9.45M Buy
59,877
+45,994
+331% +$6.94M 0.12% 124
2023
Q4 		$2.07M Buy
13,883
+8,558
+161% +$1.29M 0.03% 235
2023
Q3 		$898K Sell
5,325
-208
-4% -$33.6K 0.02% 293
2023
Q2 		$871K Sell
5,533
-1,604
-22% -$257K 0.01% 307
2023
Q1 		$1.16M Sell
7,137
-766
-10% -$128K 0.02% 275
2022
Q4 		$1.42M Sell
7,903
-148
-2% -$25.8K 0.03% 246
2022
Q3 		$1.16M Buy
8,051
+292
+4% +$44.5K 0.03% 255
2022
Q2 		$1.12M Buy
7,759
+605
+8% +$100K 0.02% 272
2022
Q1 		$1.17M Sell
7,154
-2,548
-26% -$365K 0.02% 283
2021
Q4 		$819K Buy
9,702
+1,223
+14% +$139K 0.02% 304
2021
Q3 		$860K Sell
8,479
-1,385
-14% -$138K 0.02% 312
2021
Q2 		$1.03M Buy
9,864
+28
+0.3% +$2.96K 0.02% 299
2021
Q1 		$1.03M Buy
9,836
+134
+1% +$13.1K 0.02% 279
2020
Q4 		$819K Sell
9,702
-999
-9% -$80.9K 0.02% 298
2020
Q3 		$770K Sell
10,701
-445
-4% -$37.4K 0.02% 282
2020
Q2 		$994K Buy
11,146
+1,367
+14% +$122K 0.03% 248
2020
Q1 		$708K Sell
9,779
-764
-7% -$75.5K 0.03% 271
2019
Q4 		$1.27M Sell
10,543
-188
-2% -$22.1K 0.04% 239
2019
Q3 		$1.27M Sell
10,731
-1,659
-13% -$201K 0.04% 235
2019
Q2 		$1.54M Sell
12,390
-400
-3% -$48.4K 0.05% 221
2019
Q1 		$1.57M Buy
12,790
+7,944
+164% +$940K 0.05% 219
2018
Q4 		$527K Sell
4,846
-150
-3% -$17.4K 0.02% 226
2018
Q3 		$611K Sell
4,996
-149
-3% -$18.1K 0.03% 106
2018
Q2 		$650K Sell
5,145
-940
-15% -$117K 0.03% 105
2018
Q1 		$694K Sell
6,085
-1,615
-21% -$193K 0.03% 99
2017
Q4 		$964 Sell
7,700
-338
-4% -$40.1K 0.04% 94
2017
Q3 		$944K Sell
8,038
-430
-5% -$46.9K 0.05% 92
2017
Q2 		$883K Sell
8,468
-1,093
-11% -$116K 0.05% 95
2017
Q1 		$1.03M Sell
9,561
-512
-5% -$57.4K 0.06% 77
2016
Q4 		$1.19M Sell
10,073
-783
-7% -$85.3K 0.07% 68
2016
Q3 		$1.12M Hold
10,856
– – 0.07% 79
2016
Q2 		$1.14M Sell
10,856
-738
-6% -$74.2K 0.08% 75
2016
Q1 		$1.11M Buy
+11,594
New +$1.01M 0.07% 80

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

Kovitz Investment Group Partners's CVX Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Chevron (CVX) stake by 2.7% in Q1 2026, selling an estimated $300K and leaving 58,520 shares worth $12.1M. The position accounts for 0.28% of the portfolio, ranked #88.

Kovitz Investment Group Partners first reported a position in CVX in Q1 2016 and has held it in 41 quarters since. The position peaked at $47.9M in Q1 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Kovitz Investment Group Partners held 58,520 shares of Chevron worth $12.1M as of Q1 2026.
  • Kovitz Investment Group Partners sold 1,647 Chevron shares in Q1 2026, an estimated $300K.
  • Chevron made up 0.28% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #88 holding.
  • Kovitz Investment Group Partners first reported a position in Chevron in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Chevron position peaked at $47.9M in Q1 2025.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.