Moors & Cabot’s Chevron CVX Stock Holding History

Moors & Cabot’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
2021 Q3	–	Sell	-1,500	Closed	-$2K	–	877
2021 Q2	$2K	Buy	+1,500	New	+$158K	﹤0.01%	835
2019 Q4	–	Sell	-75,000	Closed	-$90K	–	634
2019 Q3	$90K	Buy	+75,000	New	+$9.11M	0.01%	591

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Moors & Cabot's CVX Position: Q1 2026 in Review

Moors & Cabot reduced its Chevron (CVX) stake by 2.8% in Q1 2026, selling an estimated $509K and leaving 97,107 shares worth $20.1M. The position accounts for 0.86% of the portfolio, ranked #17.

Moors & Cabot first reported a position in CVX in Q1 2014 and has held it in 49 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Moors & Cabot held 97,107 shares of Chevron worth $20.1M as of Q1 2026.
Moors & Cabot sold 2,794 Chevron shares in Q1 2026, an estimated $509K.
Chevron made up 0.86% of Moors & Cabot's portfolio in Q1 2026, its #17 holding.
Moors & Cabot first reported a position in Chevron in Q1 2014 and has held it in 49 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.