MJP
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Michael J. Puzo’s Chevron CVX Stock Holding History

Michael J. Puzo’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 		$9.23M Sell
44,630
-1,820
-4% -$332K 2.69% 16
2025
Q4 		$7.08M Buy
46,450
+36
+0.1% +$5.48K 1.93% 22
2025
Q3 		$7.21M Buy
46,414
+150
+0.3% +$23.2K 1.97% 23
2025
Q2 		$6.62M Sell
46,264
-1,757
-4% -$248K 1.89% 26
2025
Q1 		$8.03M Buy
48,021
+616
+1% +$96.4K 2.3% 22
2024
Q4 		$6.87M Sell
47,405
-3,098
-6% -$474K 1.92% 26
2024
Q3 		$7.44M Buy
50,503
+662
+1% +$98.5K 1.94% 26
2024
Q2 		$7.8M Sell
49,841
-638
-1% -$102K 2.16% 24
2024
Q1 		$7.96M Buy
50,479
+3,853
+8% +$581K 2.21% 23
2023
Q4 		$6.95M Buy
46,626
+1,565
+3% +$237K 2.21% 25
2023
Q3 		$7.6M Buy
45,061
+1,406
+3% +$227K 2.58% 18
2023
Q2 		$6.87M Buy
43,655
+12
+0% +$1.92K 2.17% 21
2023
Q1 		$7.12M Sell
43,643
-1,477
-3% -$248K 2.38% 19
2022
Q4 		$8.1M Sell
45,120
-55
-0.1% -$9.6K 2.92% 14
2022
Q3 		$6.49M Sell
45,175
-180
-0.4% -$27.5K 2.47% 16
2022
Q2 		$6.57M Sell
45,355
-330
-0.7% -$54.5K 2.33% 17
2022
Q1 		$7.44M Sell
45,685
-110
-0.2% -$15.8K 2.24% 20
2021
Q4 		$5.38M Buy
45,795
+420
+0.9% +$47.7K 1.52% 30
2021
Q3 		$4.6M Buy
45,375
+1,550
+4% +$155K 1.46% 30
2021
Q2 		$4.59M Sell
43,825
-130
-0.3% -$13.7K 1.43% 31
2021
Q1 		$4.61M Buy
43,955
+644
+1% +$62.9K 1.47% 30
2020
Q4 		$3.66M Sell
43,311
-5,120
-11% -$415K 1.19% 34
2020
Q3 		$3.49M Buy
48,431
+4,560
+10% +$384K 1.24% 32
2020
Q2 		$3.92M Sell
43,871
-158
-0.4% -$14.1K 1.46% 31
2020
Q1 		$3.19M Buy
44,029
+4,593
+12% +$454K 1.4% 30
2019
Q4 		$4.75M Buy
39,436
+2,085
+6% +$246K 1.7% 26
2019
Q3 		$4.43M Buy
37,351
+6,129
+20% +$744K 1.67% 25
2019
Q2 		$3.88M Buy
31,222
+1,890
+6% +$229K 1.44% 27
2019
Q1 		$3.61M Buy
29,332
+2,030
+7% +$240K 1.41% 27
2018
Q4 		$2.97M Buy
27,302
+2,245
+9% +$260K 1.32% 28
2018
Q3 		$3.06M Buy
25,057
+475
+2% +$57.6K 1.16% 30
2018
Q2 		$3.11M Sell
24,582
-440
-2% -$54.6K 1.32% 28
2018
Q1 		$2.85M Buy
25,022
+1,900
+8% +$227K 1.21% 31
2017
Q4 		$2.9M Buy
23,122
+316
+1% +$37.5K 1.19% 30
2017
Q3 		$2.68M Hold
22,806
– – 1.39% 27
2017
Q2 		$2.38M Sell
22,806
-976
-4% -$103K 1.28% 29
2017
Q1 		$2.55M Sell
23,782
-400
-2% -$44.9K 1.42% 28
2016
Q4 		$2.85M Sell
24,182
-2,717
-10% -$296K 1.65% 21
2016
Q3 		$2.77M Buy
26,899
+7,299
+37% +$745K 1.6% 22
2016
Q2 		$2.06M Sell
19,600
-350
-2% -$35.2K 1.36% 28
2016
Q1 		$1.9M Buy
19,950
+494
+3% +$43.2K 1.26% 29
2015
Q4 		$1.75M Sell
19,456
-11,430
-37% -$1.03M 1.22% 30
2015
Q3 		$2.44M Sell
30,886
-5,395
-15% -$454K 1.73% 21
2015
Q2 		$3.5M Buy
36,281
+195
+0.5% +$20.5K 2.26% 16
2015
Q1 		$3.79M Buy
36,086
+1,010
+3% +$108K 2.42% 14
2014
Q4 		$3.94M Sell
35,076
-2,180
-6% -$248K 2.58% 13
2014
Q3 		$4.45M Sell
37,256
-63
-0.2% -$8.04K 3.05% 10
2014
Q2 		$4.87M Buy
37,319
+1,549
+4% +$193K 3.38% 8
2014
Q1 		$4.25M Buy
35,770
+1,016
+3% +$118K 3.06% 10
2013
Q4 		$4.34M Buy
34,754
+1,410
+4% +$170K 3.17% 10
2013
Q3 		$4.05M Buy
33,344
+1,692
+5% +$208K 3.39% 8
2013
Q2 		$3.75M Buy
+31,652
New +$3.83M 3.29% 9

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

Michael J. Puzo's CVX Position: Q1 2026 in Review

Michael J. Puzo reduced its Chevron (CVX) stake by 3.9% in Q1 2026, selling an estimated $332K and leaving 44,630 shares worth $9.23M. The position accounts for 2.69% of the portfolio, ranked #16.

Michael J. Puzo first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Michael J. Puzo held 44,630 shares of Chevron worth $9.23M as of Q1 2026.
  • Michael J. Puzo sold 1,820 Chevron shares in Q1 2026, an estimated $332K.
  • Chevron made up 2.69% of Michael J. Puzo's portfolio in Q1 2026, its #16 holding.
  • Michael J. Puzo first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.