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Moseley Investment Management’s Chevron CVX Stock Holding History

Moseley Investment 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 		$2.16M Sell
10,434
-1,385
-12% -$253K 0.69% 36
2025
Q4 		$1.8M Sell
11,819
-348
-3% -$53K 0.56% 46
2025
Q3 		$1.89M Buy
12,167
+912
+8% +$141K 0.58% 45
2025
Q2 		$1.61M Sell
11,255
-48
-0.4% -$6.77K 0.56% 46
2025
Q1 		$1.89M Buy
11,303
+626
+6% +$98K 0.74% 38
2024
Q4 		$1.55M Buy
10,677
+3
+0% +$459 0.6% 42
2024
Q3 		$1.57M Sell
10,674
-122
-1% -$18.2K 0.63% 40
2024
Q2 		$1.69M Buy
10,796
+142
+1% +$22.6K 0.78% 33
2024
Q1 		$1.68M Sell
10,654
-534
-5% -$80.6K 0.83% 32
2023
Q4 		$1.67M Buy
11,188
+1,806
+19% +$273K 0.93% 26
2023
Q3 		$1.58M Buy
9,382
+281
+3% +$45.4K 0.95% 25
2023
Q2 		$1.43M Buy
9,101
+792
+10% +$127K 0.84% 29
2023
Q1 		$1.36M Buy
8,309
+506
+6% +$84.8K 0.88% 30
2022
Q4 		$1.4M Buy
7,803
+190
+2% +$33.2K 1% 28
2022
Q3 		$1.09M Sell
7,613
-318
-4% -$48.5K 0.8% 35
2022
Q2 		$1.15M Buy
7,931
+449
+6% +$74.2K 0.8% 36
2022
Q1 		$1.22M Sell
7,482
-1,039
-12% -$149K 0.66% 43
2021
Q4 		$1M Buy
8,521
+746
+10% +$84.7K 0.45% 63
2021
Q3 		$811K Sell
7,775
-198
-2% -$19.7K 0.41% 76
2021
Q2 		$835K Buy
7,973
+410
+5% +$43.3K 0.41% 73
2021
Q1 		$792K Sell
7,563
-85
-1% -$8.3K 0.44% 68
2020
Q4 		$646K Buy
7,648
+920
+14% +$74.5K 0.38% 75
2020
Q3 		$484K Sell
6,728
-2,015
-23% -$169K 0.34% 74
2020
Q2 		$780K Buy
8,743
+264
+3% +$23.6K 0.65% 48
2020
Q1 		$614K Buy
8,479
+1,531
+22% +$151K 0.72% 46
2019
Q4 		$837K Sell
6,948
-190
-3% -$22.4K 0.82% 43
2019
Q3 		$847K Sell
7,138
-3,651
-34% -$443K 0.89% 37
2019
Q2 		$1.34M Buy
10,789
+630
+6% +$76.2K 1.25% 22
2019
Q1 		$1.25M Buy
+10,159
New +$1.2M 1.3% 18

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 $336B AUM 34.66% 1-Year Est. Return

Moseley Investment Management's CVX Position: Q1 2026 in Review

Moseley Investment Management reduced its Chevron (CVX) stake by 12% in Q1 2026, selling an estimated $253K and leaving 10,434 shares worth $2.16M. The position accounts for 0.69% of the portfolio, ranked #36.

Moseley Investment Management first reported a position in CVX in Q1 2019 and has held it in 29 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Moseley Investment Management held 10,434 shares of Chevron worth $2.16M as of Q1 2026.
  • Moseley Investment Management sold 1,385 Chevron shares in Q1 2026, an estimated $253K.
  • Chevron made up 0.69% of Moseley Investment Management's portfolio in Q1 2026, its #36 holding.
  • Moseley Investment Management first reported a position in Chevron in Q1 2019 and has held it in 29 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.