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Marathon Capital Management’s Chevron CVX Stock Holding History

Marathon Capital 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 		$10.2M Sell
49,304
-9,455
-16% -$1.72M 2.29% 8
2025
Q4 		$8.96M Sell
58,759
-1,282
-2% -$195K 1.93% 13
2025
Q3 		$9.32M Sell
60,041
-684
-1% -$106K 2.13% 9
2025
Q2 		$8.7M Sell
60,725
-1,233
-2% -$174K 2.21% 8
2025
Q1 		$10.4M Sell
61,958
-1,961
-3% -$307K 2.76% 4
2024
Q4 		$9.26M Buy
63,919
+34
+0.1% +$5.2K 2.31% 8
2024
Q3 		$9.41M Buy
63,885
+372
+0.6% +$55.4K 2.28% 8
2024
Q2 		$9.93M Buy
63,513
+481
+0.8% +$76.7K 2.53% 6
2024
Q1 		$9.94M Buy
63,032
+17,553
+39% +$2.65M 2.37% 6
2023
Q4 		$6.78M Sell
45,479
-427
-0.9% -$64.6K 1.71% 12
2023
Q3 		$7.74M Buy
45,906
+281
+0.6% +$45.4K 1.95% 8
2023
Q2 		$7.18M Buy
45,625
+27,185
+147% +$4.36M 1.77% 10
2023
Q1 		$3.01M Sell
18,440
-243
-1% -$40.7K 0.74% 37
2022
Q4 		$3.35M Sell
18,683
-1,624
-8% -$283K 0.92% 25
2022
Q3 		$2.92M Sell
20,307
-2,655
-12% -$405K 0.83% 26
2022
Q2 		$3.32M Sell
22,962
-439
-2% -$72.6K 1.07% 20
2022
Q1 		$3.81M Sell
23,401
-525
-2% -$75.3K 1.09% 25
2021
Q4 		$2.81M Sell
23,926
-2,089
-8% -$237K 0.66% 32
2021
Q3 		$2.64M Buy
26,015
+2,768
+12% +$276K 0.6% 34
2021
Q2 		$2.43M Buy
23,247
+202
+0.9% +$21.3K 0.56% 38
2021
Q1 		$2.41M Sell
23,045
-1,147
-5% -$112K 0.64% 34
2020
Q4 		$2.04M Buy
24,192
+3,613
+18% +$293K 0.6% 34
2020
Q3 		$1.48M Buy
20,579
+5,057
+33% +$425K 0.54% 38
2020
Q2 		$1.39M Sell
15,522
-202
-1% -$18.1K 0.53% 34
2020
Q1 		$1.14M Buy
15,724
+52
+0.3% +$5.14K 0.52% 32
2019
Q4 		$1.89M Buy
+15,672
New +$1.85M 0.64% 29
2017
Q4 		– Sell
-2,216
Closed -$260K – 107
2017
Q3 		$260K Buy
2,216
+1
+0% +$109 0.11% 66
2017
Q2 		$231K Sell
2,215
-9
-0.4% -$953 0.11% 67
2017
Q1 		$239K Buy
2,224
+2
+0.1% +$224 0.12% 64
2016
Q4 		$261K Buy
2,222
+1
+0% +$109 0.12% 60
2016
Q3 		$229K Buy
2,221
+1
+0% +$102 0.11% 68
2016
Q2 		$233K Buy
2,220
+1
+0% +$101 0.12% 60
2016
Q1 		$212K Buy
+2,219
New +$194K 0.11% 69
2015
Q3 		– Sell
-2,545
Closed -$246K – 90
2015
Q2 		$246K Sell
2,545
-48
-2% -$5.04K 0.11% 66
2015
Q1 		$272K Buy
2,593
+161
+7% +$17.2K 0.12% 65
2014
Q4 		$273K Sell
2,432
-179
-7% -$20.3K 0.25% 57
2014
Q3 		$312K Sell
2,611
-24
-0.9% -$3.06K 0.28% 55
2014
Q2 		$344K Sell
2,635
-128
-5% -$15.9K 0.28% 53
2014
Q1 		$329K Buy
2,763
+1
+0% +$116 0.25% 54
2013
Q4 		$345K Buy
2,762
+1
+0% +$121 0.25% 52
2013
Q3 		$336K Sell
2,761
-50
-2% -$6.15K 0.29% 52
2013
Q2 		$333K Buy
+2,811
New +$340K 0.28% 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

Marathon Capital Management's CVX Position: Q1 2026 in Review

Marathon Capital Management reduced its Chevron (CVX) stake by 16% in Q1 2026, selling an estimated $1.72M and leaving 49,304 shares worth $10.2M. The position accounts for 2.29% of the portfolio, ranked #8.

Marathon Capital Management first reported a position in CVX in Q2 2013 and has held it in 42 quarters since. The position peaked at $10.4M in Q1 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Marathon Capital Management held 49,304 shares of Chevron worth $10.2M as of Q1 2026.
  • Marathon Capital Management sold 9,455 Chevron shares in Q1 2026, an estimated $1.72M.
  • Chevron made up 2.29% of Marathon Capital Management's portfolio in Q1 2026, its #8 holding.
  • Marathon Capital Management first reported a position in Chevron in Q2 2013 and has held it in 42 quarters since.
  • Marathon Capital Management's Chevron position peaked at $10.4M in Q1 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.