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Marietta Investment Partners’s Chevron CVX Stock Holding History

Marietta Investment 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 		$2.83M Buy
13,686
+2,140
+19% +$390K 0.57% 56
2025
Q4 		$1.76M Sell
11,546
-2,822
-20% -$430K 0.35% 68
2025
Q3 		$2.23M Buy
14,368
+22
+0.2% +$3.41K 0.43% 60
2025
Q2 		$2.05M Hold
14,346
– – 0.45% 55
2025
Q1 		$2.4M Sell
14,346
-185
-1% -$29K 0.58% 49
2024
Q4 		$2.1M Sell
14,531
-440
-3% -$67.3K 0.46% 52
2024
Q3 		$2.2M Hold
14,971
– – 0.47% 55
2024
Q2 		$2.34M Hold
14,971
– – 0.51% 51
2024
Q1 		$2.36M Sell
14,971
-200
-1% -$30.2K 0.52% 51
2023
Q4 		$2.26M Hold
15,171
– – 0.56% 51
2023
Q3 		$2.56M Sell
15,171
-445
-3% -$71.9K 0.72% 40
2023
Q2 		$2.46M Buy
15,616
+70
+0.5% +$11.2K 0.64% 43
2023
Q1 		$2.54M Sell
15,546
-42
-0.3% -$7.04K 0.71% 38
2022
Q4 		$2.8M Buy
15,588
+55
+0.4% +$9.6K 0.79% 34
2022
Q3 		$2.85M Hold
15,533
– – 0.85% 33
2022
Q2 		$2.25M Buy
15,533
+52
+0.3% +$8.6K 0.67% 40
2022
Q1 		$2.52M Hold
15,481
– – 0.58% 46
2021
Q4 		$1.82M Hold
15,481
– – 0.38% 62
2021
Q3 		$1.57M Sell
15,481
-302
-2% -$30.1K 0.36% 65
2021
Q2 		$1.65M Buy
15,783
+252
+2% +$26.6K 0.38% 61
2021
Q1 		$1.63M Buy
15,531
+1,040
+7% +$102K 0.4% 59
2020
Q4 		$1.22M Buy
14,491
+1,300
+10% +$105K 0.31% 67
2020
Q3 		$950K Sell
13,191
-146
-1% -$12.3K 0.29% 67
2020
Q2 		$1.19M Sell
13,337
-65
-0.5% -$5.82K 0.4% 55
2020
Q1 		$971K Sell
13,402
-7,065
-35% -$698K 0.42% 54
2019
Q4 		$2.47M Buy
20,467
+3,680
+22% +$433K 0.81% 35
2019
Q3 		$1.99M Buy
16,787
+450
+3% +$54.7K 0.68% 34
2019
Q2 		$2.03M Sell
16,337
-3,203
-16% -$387K 0.67% 39
2019
Q1 		$2.41M Sell
19,540
-1,258
-6% -$149K 0.76% 45
2018
Q4 		$2.26M Sell
20,798
-10,375
-33% -$1.2M 0.87% 39
2018
Q3 		$3.81M Sell
31,173
-23,482
-43% -$2.85M 1.13% 33
2018
Q2 		$6.91M Buy
54,655
+26,494
+94% +$3.29M 2.15% 15
2018
Q1 		$3.21M Sell
28,161
-1,180
-4% -$141K 0.96% 33
2017
Q4 		$3.67M Sell
29,341
-619
-2% -$73.4K 1.04% 33
2017
Q3 		$3.52M Sell
29,960
-98
-0.3% -$10.7K 1.05% 34
2017
Q2 		$3.14M Sell
30,058
-394
-1% -$41.7K 1.01% 33
2017
Q1 		$3.27M Buy
30,452
+2,124
+7% +$238K 1.09% 31
2016
Q4 		$3.33M Buy
28,328
+4,116
+17% +$448K 1.17% 32
2016
Q3 		$2.49M Buy
24,212
+420
+2% +$42.9K 0.81% 35
2016
Q2 		$2.49M Buy
23,792
+4,610
+24% +$464K 0.89% 35
2016
Q1 		$1.83M Hold
19,182
– – 0.76% 38
2015
Q4 		$1.73M Sell
19,182
-110
-0.6% -$9.92K 0.7% 40
2015
Q3 		$1.82M Buy
19,292
+5,505
+40% +$463K 0.71% 41
2015
Q2 		$1.33M Hold
13,787
– – 0.52% 46
2015
Q1 		$1.45M Sell
13,787
-490
-3% -$52.3K 0.57% 44
2014
Q4 		$1.6M Sell
14,277
-1,080
-7% -$123K 0.64% 42
2014
Q3 		$1.83M Buy
15,357
+1,000
+7% +$128K 0.81% 40
2014
Q2 		$1.87M Sell
14,357
-370
-3% -$46K 0.78% 43
2014
Q1 		$1.75M Sell
14,727
-1,728
-11% -$201K 0.68% 46
2013
Q4 		$2.06M Sell
16,455
-250
-1% -$30.2K 0.75% 40
2013
Q3 		$2.03M Hold
16,705
– – 0.81% 39
2013
Q2 		$1.98M Buy
+16,705
New +$2.02M 0.85% 44

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

Marietta Investment Partners's CVX Position: Q1 2026 in Review

Marietta Investment Partners increased its Chevron (CVX) stake by 19% in Q1 2026, buying an estimated $390K and bringing the position to 13,686 shares worth $2.83M. The position accounts for 0.57% of the portfolio, ranked #56.

Marietta Investment Partners first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.91M in Q2 2018. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Marietta Investment Partners held 13,686 shares of Chevron worth $2.83M as of Q1 2026.
  • Marietta Investment Partners bought 2,140 Chevron shares in Q1 2026, an estimated $390K.
  • Chevron made up 0.57% of Marietta Investment Partners's portfolio in Q1 2026, its #56 holding.
  • Marietta Investment Partners first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Marietta Investment Partners's Chevron position peaked at $6.91M in Q2 2018.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.