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Liberty One Investment Management’s Chevron CVX Stock Holding History

Liberty One Investment 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 		$6.93M Buy
33,480
+7,820
+30% +$1.43M 0.71% 32
2025
Q4 		$3.91M Sell
25,660
-17,569
-41% -$2.68M 0.5% 54
2025
Q3 		$6.71M Buy
43,229
+10,213
+31% +$1.58M 0.38% 51
2025
Q2 		$4.73M Buy
33,016
+2,563
+8% +$361K 0.48% 62
2025
Q1 		$5.09M Buy
30,453
+2,883
+10% +$451K 0.52% 47
2024
Q4 		$3.99M Buy
27,570
+2,265
+9% +$347K 0.43% 62
2024
Q3 		$3.73M Buy
25,305
+1,868
+8% +$278K 0.38% 66
2024
Q2 		$3.67M Buy
23,437
+3,711
+19% +$592K 0.41% 61
2024
Q1 		$3.11M Buy
19,726
+1,750
+10% +$264K 0.35% 62
2023
Q4 		$2.68M Buy
17,976
+1,284
+8% +$194K 0.33% 61
2023
Q3 		$2.81M Buy
16,692
+924
+6% +$149K 0.41% 42
2023
Q2 		$2.48M Buy
15,768
+325
+2% +$52.1K 0.32% 57
2023
Q1 		$2.52M Buy
15,443
+684
+5% +$115K 0.34% 45
2022
Q4 		$2.65M Sell
14,759
-1,024
-6% -$179K 0.38% 32
2022
Q3 		$2.27M Sell
15,783
-857
-5% -$131K 0.37% 36
2022
Q2 		$1.74M Sell
16,640
-1,625
-9% -$269K 0.3% 57
2022
Q1 		$2.97M Sell
18,265
-185
-1% -$26.5K 0.45% 32
2021
Q4 		$2.17M Buy
18,450
+1,036
+6% +$118K 0.33% 48
2021
Q3 		$1.77M Buy
17,414
+774
+5% +$77.2K 0.3% 58
2021
Q2 		$1.74M Buy
16,640
+987
+6% +$104K 0.29% 57
2021
Q1 		$1.64M Buy
15,653
+1,382
+10% +$135K 0.29% 55
2020
Q4 		$1.21M Buy
14,271
+1,915
+15% +$155K 0.23% 72
2020
Q3 		$890K Buy
12,356
+1,538
+14% +$129K 0.18% 76
2020
Q2 		$965K Sell
10,818
-385
-3% -$34.5K 0.22% 66
2020
Q1 		$812K Buy
11,203
+858
+8% +$84.8K 0.21% 72
2019
Q4 		$1.25M Buy
+10,345
New +$1.22M 0.27% 51

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 $295B AUM 31.6% 1-Year Est. Return

Liberty One Investment Management's CVX Position: Q1 2026 in Review

Liberty One Investment Management increased its Chevron (CVX) stake by 30% in Q1 2026, buying an estimated $1.43M and bringing the position to 33,480 shares worth $6.93M. The position accounts for 0.71% of the portfolio, ranked #32.

Liberty One Investment Management first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Liberty One Investment Management held 33,480 shares of Chevron worth $6.93M as of Q1 2026.
  • Liberty One Investment Management bought 7,820 Chevron shares in Q1 2026, an estimated $1.43M.
  • Chevron made up 0.71% of Liberty One Investment Management's portfolio in Q1 2026, its #32 holding.
  • Liberty One Investment Management first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.