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McDonald Partners’s Chevron CVX Stock Holding History

McDonald 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 		$4.35M Sell
21,038
-477
-2% -$87K 1.03% 29
2025
Q4 		$3.28M Sell
21,515
-5,416
-20% -$825K 1.03% 28
2025
Q3 		$4.18M Sell
26,931
-5,912
-18% -$916K 1.25% 17
2025
Q2 		$4.71M Sell
32,843
-1,224
-4% -$173K 1.13% 20
2025
Q1 		$5.7M Sell
34,067
-112
-0.3% -$17.5K 1.49% 9
2024
Q4 		$4.95M Sell
34,179
-1,027
-3% -$157K 1.27% 15
2024
Q3 		$5.18M Buy
35,206
+1,000
+3% +$149K 1.3% 13
2024
Q2 		$5.35M Sell
34,206
-1,339
-4% -$214K 1.43% 10
2024
Q1 		$5.61M Sell
35,545
-59
-0.2% -$8.9K 1.54% 8
2023
Q4 		$5.31M Sell
35,604
-2,886
-7% -$436K 1.58% 8
2023
Q3 		$6.49M Buy
38,490
+1,703
+5% +$275K 2.11% 5
2023
Q2 		$5.79M Buy
36,787
+183
+0.5% +$29.3K 1.77% 6
2023
Q1 		$5.97M Buy
36,604
+1,564
+4% +$262K 1.93% 5
2022
Q4 		$6.29M Sell
35,040
-3,019
-8% -$527K 2.15% 5
2022
Q3 		$5.47M Sell
38,059
-7,139
-16% -$1.09M 2.09% 5
2022
Q2 		$6.54M Sell
45,198
-2,658
-6% -$439K 1.67% 4
2022
Q1 		$7.79M Buy
47,856
+47,796
+79,660% +$6.85M 1.7% 4
2021
Q4 		$7.04K Sell
60
-44,077
-100% -$5.01M 0.01% 218
2021
Q3 		$4.48M Buy
44,137
+6,874
+18% +$686K 1.05% 19
2021
Q2 		$3.9M Buy
37,263
+3,323
+10% +$351K 0.92% 27
2021
Q1 		$3.56M Buy
33,940
+1,075
+3% +$105K 0.91% 28
2020
Q4 		$2.77M Buy
+32,865
New +$2.66M 0.78% 34

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

McDonald Partners's CVX Position: Q1 2026 in Review

McDonald Partners reduced its Chevron (CVX) stake by 2.2% in Q1 2026, selling an estimated $87K and leaving 21,038 shares worth $4.35M. The position accounts for 1.03% of the portfolio, ranked #29.

McDonald Partners first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.79M in Q1 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • McDonald Partners held 21,038 shares of Chevron worth $4.35M as of Q1 2026.
  • McDonald Partners sold 477 Chevron shares in Q1 2026, an estimated $87K.
  • Chevron made up 1.03% of McDonald Partners's portfolio in Q1 2026, its #29 holding.
  • McDonald Partners first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Chevron position peaked at $7.79M in Q1 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.