MQS Management’s Chevron CVX Stock Holding History

MQS 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	$1.05M	Sell	5,051 -532	-10%	-$97K	0.71%	5
2025 Q4	$851K	Sell	5,583 -208	-4%	-$31.7K	0.5%	29
2025 Q3	$899K	Buy	5,791 +3,064	+112%	+$475K	0.52%	14
2025 Q2	$390K	Buy	+2,727	New	+$384K	0.22%	191
2024 Q2	–	Sell	-5,986	Closed	-$944K	–	474
2024 Q1	$944K	Buy	5,986 +3,597	+151%	+$543K	0.54%	17
2023 Q4	$356K	Sell	2,389 -2,861	-54%	-$433K	0.2%	215
2023 Q3	$885K	Buy	5,250 +448	+9%	+$72.4K	0.54%	18
2023 Q2	$756K	Buy	+4,802	New	+$770K	0.51%	30
2022 Q4	–	Sell	-1,422	Closed	-$204K	–	416
2022 Q3	$204K	Sell	1,422 -4,386	-76%	-$669K	0.13%	342
2022 Q2	$841K	Buy	+5,808	New	+$960K	0.58%	16

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

MQS Management's CVX Position: Q1 2026 in Review

MQS Management reduced its Chevron (CVX) stake by 9.5% in Q1 2026, selling an estimated $97K and leaving 5,051 shares worth $1.05M. The position accounts for 0.71% of the portfolio, ranked #5.

MQS Management first reported a position in CVX in Q2 2022 and has held it in 10 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

MQS Management held 5,051 shares of Chevron worth $1.05M as of Q1 2026.
MQS Management sold 532 Chevron shares in Q1 2026, an estimated $97K.
Chevron made up 0.71% of MQS Management's portfolio in Q1 2026, its #5 holding.
MQS Management first reported a position in Chevron in Q2 2022 and has held it in 10 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.