MIC
CVX icon

Means Investment Company’s Chevron CVX Stock Holding History

Means Investment Company’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 		$8.49M Buy
41,049
+2,256
+6% +$411K 0.74% 23
2025
Q4 		$5.91M Sell
38,793
-3,712
-9% -$565K 0.5% 29
2025
Q3 		$6.6M Sell
42,505
-1,242
-3% -$192K 0.57% 26
2025
Q2 		$6.26M Buy
43,747
+1,862
+4% +$262K 0.59% 26
2025
Q1 		$7.01M Sell
41,885
-12,880
-24% -$2.02M 0.74% 23
2024
Q4 		$7.93M Buy
54,765
+92
+0.2% +$14.1K 0.83% 24
2024
Q3 		$8.05M Sell
54,673
-433
-0.8% -$64.5K 0.89% 22
2024
Q2 		$8.62M Sell
55,106
-4,654
-8% -$742K 1.03% 19
2024
Q1 		$9.43M Sell
59,760
-5,268
-8% -$795K 1.22% 17
2023
Q4 		$9.7M Buy
65,028
+59
+0.1% +$8.92K 1.4% 16
2023
Q3 		$11M Sell
64,969
-2,636
-4% -$426K 1.79% 13
2023
Q2 		$10.6M Sell
67,605
-376
-0.6% -$60.3K 1.68% 14
2023
Q1 		$11.1M Sell
67,981
-1,314
-2% -$220K 1.95% 12
2022
Q4 		$12.4M Buy
69,295
+1,589
+2% +$277K 2.49% 8
2022
Q3 		$9.73M Buy
67,706
+497
+0.7% +$75.8K 2.11% 9
2022
Q2 		$9.73M Buy
67,209
+810
+1% +$134K 2.06% 10
2022
Q1 		$10.8M Buy
66,399
+2,990
+5% +$429K 1.96% 10
2021
Q4 		$7.44M Buy
63,409
+2,608
+4% +$296K 1.31% 15
2021
Q3 		$6.17M Buy
60,801
+2,544
+4% +$254K 1.22% 17
2021
Q2 		$6.1M Buy
58,257
+3,591
+7% +$379K 1.22% 18
2021
Q1 		$5.73M Buy
54,666
+1,164
+2% +$114K 1.3% 18
2020
Q4 		$4.92M Buy
53,502
+599
+1% +$48.5K 1.12% 17
2020
Q3 		$3.76M Buy
52,903
+4,211
+9% +$354K 1.03% 19
2020
Q2 		$4.36M Buy
48,692
+2,491
+5% +$223K 1.37% 13
2020
Q1 		$3.9M Buy
46,201
+20,111
+77% +$1.99M 1.51% 12
2019
Q4 		$3.02M Sell
26,090
-271
-1% -$31.9K 1.01% 23
2019
Q3 		$3.21M Sell
26,361
-158
-0.6% -$19.2K 1.21% 18
2019
Q2 		$3.27M Sell
26,519
-519
-2% -$62.8K 1.34% 15
2019
Q1 		$3.33M Buy
27,038
+2,580
+11% +$305K 1.46% 14
2018
Q4 		$2.66M Buy
+24,458
New +$2.83M 1.47% 17

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

Means Investment Company's CVX Position: Q1 2026 in Review

Means Investment Company increased its Chevron (CVX) stake by 5.8% in Q1 2026, buying an estimated $411K and bringing the position to 41,049 shares worth $8.49M. The position accounts for 0.74% of the portfolio, ranked #23.

Means Investment Company first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.4M in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Means Investment Company held 41,049 shares of Chevron worth $8.49M as of Q1 2026.
  • Means Investment Company bought 2,256 Chevron shares in Q1 2026, an estimated $411K.
  • Chevron made up 0.74% of Means Investment Company's portfolio in Q1 2026, its #23 holding.
  • Means Investment Company first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Chevron position peaked at $12.4M in Q4 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.