MCM
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MidAtlantic Capital Management’s Chevron CVX Stock Holding History

MidAtlantic Capital 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 		– Sell
-619
Closed -$94.3K – 113
2025
Q4 		$94.3K Buy
+619
New +$94.3K 0.06% 119
2025
Q1 		– Sell
-619
Closed -$89.7K – 112
2024
Q4 		$89.7K Hold
619
– – 0.07% 112
2024
Q3 		$91.2K Hold
619
– – 0.07% 107
2024
Q2 		$96.8K Hold
619
– – 0.08% 100
2024
Q1 		$97.6K Hold
619
– – 0.09% 103
2023
Q4 		$92.3K Buy
+619
New +$93.6K 0.09% 100

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

MidAtlantic Capital Management's CVX Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of Chevron (CVX) in Q1 2026, closing a stake of 619 shares — an estimated $94.3K sold.

MidAtlantic Capital Management first reported a position in CVX in Q4 2023 and held it in 6 quarters. The position peaked at $97.6K in Q1 2024. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 619 Chevron shares in Q1 2026, an estimated $94.3K.
  • MidAtlantic Capital Management first reported a position in Chevron in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's Chevron position peaked at $97.6K in Q1 2024.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.