Mattern Capital Management’s Chevron CVX Stock Holding History

Mattern 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	$2.2M	Buy	10,648 +217	+2%	+$39.6K	0.26%	87
2025 Q4	$1.59M	Buy	10,431 +504	+5%	+$76.8K	0.19%	95
2025 Q3	$1.54M	Buy	9,927 +1,731	+21%	+$268K	0.18%	94
2025 Q2	$1.17M	Buy	8,196 +1,536	+23%	+$217K	0.14%	104
2025 Q1	$1.11M	Buy	6,660 +567	+9%	+$88.8K	0.14%	91
2024 Q4	$883K	Buy	6,093 +559	+10%	+$85.6K	0.12%	94
2024 Q3	$815K	Buy	5,534 +697	+14%	+$104K	0.1%	96
2024 Q2	$757K	Buy	4,837 +788	+19%	+$126K	0.1%	94
2024 Q1	$639K	Buy	4,049 +2,301	+132%	+$347K	0.09%	99
2023 Q4	$261K	Sell	1,748 -190	-10%	-$28.7K	0.04%	127
2023 Q3	$327K	Sell	1,938 -275	-12%	-$44.4K	0.05%	118
2023 Q2	$348K	Buy	2,213 +500	+29%	+$80.2K	0.06%	117
2023 Q1	$280K	Hold	1,713	–	–	0.05%	114
2022 Q4	$308K	Hold	1,713	–	–	0.06%	108
2022 Q3	$246K	Buy	1,713 +190	+12%	+$29K	0.05%	114
2022 Q2	$220K	Hold	1,523	–	–	0.04%	116
2022 Q1	$248K	Buy	+1,523	New	+$218K	0.04%	112
2020 Q1	–	Sell	-1,808	Closed	-$218K	–	103
2019 Q4	$218K	Buy	+1,808	New	+$213K	0.06%	98

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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