Madison Asset Management’s Chevron CVX Stock Holding History

Madison 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	$33.5M	Buy	162,088 +2,220	+1%	+$405K	0.42%	76
2025 Q4	$24.4M	Buy	159,868 +39,026	+32%	+$5.94M	0.28%	89
2025 Q3	$18.8M	Sell	120,842 -5,866	-5%	-$908K	0.21%	96
2025 Q2	$18.1M	Sell	126,708 -4,350	-3%	-$613K	0.2%	98
2025 Q1	$21.9M	Sell	131,058 -4,871	-4%	-$763K	0.24%	91
2024 Q4	$19.7M	Sell	135,929 -5,856	-4%	-$896K	0.22%	98
2024 Q3	$20.9M	Sell	141,785 -8,281	-6%	-$1.23M	0.23%	100
2024 Q2	$23.5M	Sell	150,066 -13,584	-8%	-$2.17M	0.29%	87
2024 Q1	$25.8M	Sell	163,650 -13,651	-8%	-$2.06M	0.32%	86
2023 Q4	$26.4M	Sell	177,301 -12,184	-6%	-$1.84M	0.36%	86
2023 Q3	$32M	Sell	189,485 -39,312	-17%	-$6.35M	0.47%	70
2023 Q2	$36M	Buy	228,797 +26,984	+13%	+$4.33M	0.53%	68
2023 Q1	$32.9M	Sell	201,813 -3,919	-2%	-$657K	0.5%	69
2022 Q4	$36.9M	Buy	205,732 +166,116	+419%	+$29M	0.58%	59
2022 Q3	$5.69M	Sell	39,616 -674	-2%	-$103K	0.1%	149
2022 Q2	$5.83M	Buy	40,290 +35,383	+721%	+$5.85M	0.09%	150
2022 Q1	$799K	Buy	+4,907	New	+$704K	0.01%	261
2020 Q2	–	Sell	-3,946	Closed	-$286K	–	273
2020 Q1	$286K	Sell	3,946 -211,774	-98%	-$20.9M	0.01%	253
2019 Q4	$26M	Buy	+215,720	New	+$25.4M	0.4%	81

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

Madison Asset Management's CVX Position: Q1 2026 in Review

Madison Asset Management increased its Chevron (CVX) stake by 1.4% in Q1 2026, buying an estimated $405K and bringing the position to 162,088 shares worth $33.5M. The position accounts for 0.42% of the portfolio, ranked #76.

Madison Asset Management first reported a position in CVX in Q4 2019 and has held it in 19 quarters since. The position peaked at $36.9M in Q4 2022. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Madison Asset Management held 162,088 shares of Chevron worth $33.5M as of Q1 2026.
Madison Asset Management bought 2,220 Chevron shares in Q1 2026, an estimated $405K.
Chevron made up 0.42% of Madison Asset Management's portfolio in Q1 2026, its #76 holding.
Madison Asset Management first reported a position in Chevron in Q4 2019 and has held it in 19 quarters since.
Madison Asset Management's Chevron position peaked at $36.9M in Q4 2022.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.