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McGowan Group Asset Management’s Chevron CVX Stock Holding History

McGowan Group Asset 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 		$8.61M Buy
41,601
+321
+0.8% +$58.5K 1.1% 30
2025
Q4 		$6.29M Sell
41,280
-603
-1% -$91.8K 0.78% 31
2025
Q3 		$6.5M Buy
41,883
+225
+0.5% +$34.8K 0.81% 31
2025
Q2 		$5.97M Buy
41,658
+881
+2% +$124K 0.75% 32
2025
Q1 		$6.82M Buy
40,777
+464
+1% +$72.6K 0.9% 27
2024
Q4 		$5.84M Buy
40,313
+52
+0.1% +$7.96K 0.78% 31
2024
Q3 		$5.93M Sell
40,261
-1,134
-3% -$169K 0.78% 31
2024
Q2 		$6.48M Buy
41,395
+1,156
+3% +$184K 0.9% 27
2024
Q1 		$6.35M Sell
40,239
-124
-0.3% -$18.7K 0.92% 28
2023
Q4 		$6.02M Buy
40,363
+15,509
+62% +$2.35M 0.97% 26
2023
Q3 		$4.19M Buy
24,854
+13,320
+115% +$2.15M 0.66% 31
2023
Q2 		$1.81M Buy
11,534
+424
+4% +$68K 0.28% 47
2023
Q1 		$1.81M Buy
11,110
+3,478
+46% +$583K 0.29% 45
2022
Q4 		$1.37M Buy
7,632
+1,969
+35% +$344K 0.22% 48
2022
Q3 		$814K Buy
5,663
+240
+4% +$36.6K 0.14% 51
2022
Q2 		$785K Buy
5,423
+123
+2% +$20.3K 0.13% 52
2022
Q1 		$863K Buy
5,300
+2,202
+71% +$316K 0.13% 54
2021
Q4 		$364K Buy
+3,098
New +$352K 0.06% 86

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 $336B AUM 34.66% 1-Year Est. Return

McGowan Group Asset Management's CVX Position: Q1 2026 in Review

McGowan Group Asset Management increased its Chevron (CVX) stake by 0.78% in Q1 2026, buying an estimated $58.5K and bringing the position to 41,601 shares worth $8.61M. The position accounts for 1.1% of the portfolio, ranked #30.

McGowan Group Asset Management first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • McGowan Group Asset Management held 41,601 shares of Chevron worth $8.61M as of Q1 2026.
  • McGowan Group Asset Management bought 321 Chevron shares in Q1 2026, an estimated $58.5K.
  • Chevron made up 1.1% of McGowan Group Asset Management's portfolio in Q1 2026, its #30 holding.
  • McGowan Group Asset Management first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on McGowan Group Asset Management's 13F filing for Q1 2026, filed 11 May 2026.