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Matrix Private Capital Group’s Chevron CVX Stock Holding History

Matrix Private Capital Group’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 		$3.6M Sell
17,387
-2,060
-11% -$376K 1.73% 13
2025
Q4 		$2.96M Buy
19,447
+188
+1% +$28.6K 1.5% 16
2025
Q3 		$2.99M Buy
19,259
+8
+0% +$1.24K 1.59% 17
2025
Q2 		$2.76M Sell
19,251
-77
-0.4% -$10.9K 1.62% 16
2025
Q1 		$3.23M Sell
19,328
-15
-0.1% -$2.35K 1.93% 10
2024
Q4 		$2.8M Hold
19,343
– – 1.6% 15
2024
Q3 		$2.85M Sell
19,343
-3
-0% -$447 1.64% 15
2024
Q2 		$3.03M Buy
19,346
+45
+0.2% +$7.18K 1.9% 12
2024
Q1 		$3.04M Sell
19,301
-9
-0% -$1.36K 2.06% 10
2023
Q4 		$2.88M Sell
19,310
-46
-0.2% -$6.96K 2.17% 10
2023
Q3 		$3.26M Sell
19,356
-6
-0% -$969 2.43% 11
2023
Q2 		$3.05M Buy
19,362
+6
+0% +$962 2.23% 11
2023
Q1 		$3.16M Sell
19,356
-56
-0.3% -$9.39K 2.19% 12
2022
Q4 		$3.48M Sell
19,412
-83
-0.4% -$14.5K 2.27% 11
2022
Q3 		$2.8M Sell
19,495
-899
-4% -$137K 1.9% 15
2022
Q2 		$2.95M Buy
20,394
+165
+0.8% +$27.3K 1.68% 13
2022
Q1 		$3.29M Buy
20,229
+64
+0.3% +$9.18K 1.61% 13
2021
Q4 		$2.37M Buy
20,165
+477
+2% +$54.2K 1.12% 19
2021
Q3 		$2M Buy
19,688
+43
+0.2% +$4.29K 1.05% 20
2021
Q2 		$2.06M Buy
19,645
+46
+0.2% +$4.86K 1.13% 18
2021
Q1 		$2.05M Sell
19,599
-372
-2% -$36.3K 1.24% 17
2020
Q4 		$1.69M Sell
19,971
-3,365
-14% -$272K 1.21% 18
2020
Q3 		$1.68M Sell
23,336
-149
-0.6% -$12.5K 1.71% 10
2020
Q2 		$2.1M Buy
23,485
+476
+2% +$42.6K 2.31% 9
2020
Q1 		$1.67M Sell
23,009
-2,165
-9% -$214K 2.37% 9
2019
Q4 		$3.03M Buy
+25,174
New +$2.97M 3.18% 1

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

Matrix Private Capital Group's CVX Position: Q1 2026 in Review

Matrix Private Capital Group reduced its Chevron (CVX) stake by 11% in Q1 2026, selling an estimated $376K and leaving 17,387 shares worth $3.6M. The position accounts for 1.73% of the portfolio, ranked #13.

Matrix Private Capital Group 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.

  • Matrix Private Capital Group held 17,387 shares of Chevron worth $3.6M as of Q1 2026.
  • Matrix Private Capital Group sold 2,060 Chevron shares in Q1 2026, an estimated $376K.
  • Chevron made up 1.73% of Matrix Private Capital Group's portfolio in Q1 2026, its #13 holding.
  • Matrix Private Capital Group 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 Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.