MAM
CVX icon

McLean Asset Management’s Chevron CVX Stock Holding History

McLean 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 		$494K Buy
2,388
+180
+8% +$32.8K 0.09% 96
2025
Q4 		$369K Sell
2,208
-109
-5% -$16.6K 0.07% 112
2025
Q3 		$357K Buy
2,317
+172
+8% +$26.6K 0.07% 111
2025
Q2 		$317K Sell
2,145
-79
-4% -$11.1K 0.08% 116
2025
Q1 		$305K Buy
2,224
+15
+0.7% +$2.35K 0.1% 102
2024
Q4 		$320K Buy
2,209
+290
+15% +$44.4K 0.1% 105
2024
Q3 		$289K Sell
1,919
-31
-2% -$4.61K 0.09% 117
2024
Q2 		$302K Buy
1,950
+108
+6% +$17.2K 0.1% 108
2024
Q1 		$298K Buy
1,842
+12
+0.7% +$1.81K 0.1% 107
2023
Q4 		$275K Sell
1,830
-113
-6% -$17.1K 0.1% 109
2023
Q3 		$324K Buy
1,943
+176
+10% +$28.4K 0.13% 85
2023
Q2 		$278K Sell
1,767
-29
-2% -$4.65K 0.11% 100
2023
Q1 		$293K Sell
1,796
-185
-9% -$31K 0.12% 96
2022
Q4 		$356K Buy
1,981
+99
+5% +$17.3K 0.12% 88
2022
Q3 		$301K Sell
1,882
-27
-1% -$4.12K 0.12% 90
2022
Q2 		$269K Buy
1,909
+76
+4% +$12.6K 0.11% 91
2022
Q1 		$298K Buy
1,833
+84
+5% +$12K 0.22% 79
2021
Q4 		$223K Buy
+1,749
New +$199K 0.09% 121

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

McLean Asset Management's CVX Position: Q1 2026 in Review

McLean Asset Management increased its Chevron (CVX) stake by 8.2% in Q1 2026, buying an estimated $32.8K and bringing the position to 2,388 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #96.

McLean Asset Management first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • McLean Asset Management held 2,388 shares of Chevron worth $494K as of Q1 2026.
  • McLean Asset Management bought 180 Chevron shares in Q1 2026, an estimated $32.8K.
  • Chevron made up 0.09% of McLean Asset Management's portfolio in Q1 2026, its #96 holding.
  • McLean Asset Management first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.