Marshall Wace
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Marshall Wace’s Chevron CVX Stock Holding History

Marshall Wace’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
2024
Q3 		– Sell
-200
Closed -$31.3K – 2581
2024
Q2 		$31.3K Sell
200
-2,200
-92% -$351K ﹤0.01% 2466
2024
Q1 		$393K Sell
2,400
-28,400
-92% -$4.29M ﹤0.01% 2023
2023
Q4 		$4.59M Buy
30,800
+29,300
+1,953% +$4.43M 0.01% 942
2023
Q3 		$253K Sell
1,500
-24,300
-94% -$3.92M ﹤0.01% 1931
2023
Q2 		$4.06M Buy
25,800
+17,300
+204% +$2.77M 0.01% 1112
2023
Q1 		$1.39M Sell
8,500
-79,400
-90% -$13.3M ﹤0.01% 1656
2022
Q4 		$15.8M Buy
87,900
+25,700
+41% +$4.48M 0.04% 567
2022
Q3 		$8.94M Buy
+62,200
New +$9.49M 0.02% 966
2021
Q4 		– Sell
-200
Closed -$20K – 3928
2021
Q3 		$20K Buy
+200
New +$19.9K ﹤0.01% 2953

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

Marshall Wace's CVX Position: Q1 2026 in Review

Marshall Wace increased its Chevron (CVX) stake by 225% in Q1 2026, buying an estimated $527M and bringing the position to 4,174,661 shares worth $864M. The position accounts for 0.86% of the portfolio, ranked #8.

Marshall Wace first reported a position in CVX in Q4 2014 and has held it in 29 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Marshall Wace held 4,174,661 shares of Chevron worth $864M as of Q1 2026.
  • Marshall Wace bought 2,888,232 Chevron shares in Q1 2026, an estimated $527M.
  • Chevron made up 0.86% of Marshall Wace's portfolio in Q1 2026, its #8 holding.
  • Marshall Wace first reported a position in Chevron in Q4 2014 and has held it in 29 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.