Needham Investment Management’s Chevron CVX Stock Holding History

Needham 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	$1.71M	Hold	8,250	–	–	0.09%	127
2025 Q4	$1.26M	Hold	8,250	–	–	0.08%	131
2025 Q3	$1.28M	Hold	8,250	–	–	0.09%	125
2025 Q2	$1.18M	Sell	8,250 -500	-6%	-$70.5K	0.09%	120
2025 Q1	$1.46M	Sell	8,750 -250	-3%	-$39.1K	0.14%	110
2024 Q4	$1.3M	Hold	9,000	–	–	0.1%	123
2024 Q3	$1.33M	Hold	9,000	–	–	0.1%	118
2024 Q2	$1.41M	Hold	9,000	–	–	0.12%	121
2024 Q1	$1.42M	Hold	9,000	–	–	0.13%	110
2023 Q4	$1.34M	Hold	9,000	–	–	0.17%	105
2023 Q3	$1.52M	Hold	9,000	–	–	0.26%	81
2023 Q2	$1.42M	Hold	9,000	–	–	0.23%	78
2023 Q1	$1.47M	Hold	9,000	–	–	0.25%	81
2022 Q4	$1.62M	Hold	9,000	–	–	0.29%	73
2022 Q3	$1.29M	Hold	9,000	–	–	0.25%	80
2022 Q2	$1.3M	Hold	9,000	–	–	0.24%	80
2022 Q1	$1.47M	Hold	9,000	–	–	0.21%	82
2021 Q4	$1.06M	Hold	9,000	–	–	0.13%	89
2021 Q3	$913K	Hold	9,000	–	–	0.12%	95
2021 Q2	$943K	Hold	9,000	–	–	0.14%	89
2021 Q1	$943K	Buy	9,000 +5,000	+125%	+$488K	0.13%	93
2020 Q4	$338K	Hold	4,000	–	–	0.06%	104
2020 Q3	$288K	Hold	4,000	–	–	0.06%	102
2020 Q2	$357K	Hold	4,000	–	–	0.08%	87
2020 Q1	$290K	Hold	4,000	–	–	0.08%	97
2019 Q4	$482K	Hold	4,000	–	–	0.13%	82
2019 Q3	$474K	Hold	4,000	–	–	0.15%	68
2019 Q2	$498K	Buy	+4,000	New	+$484K	0.16%	68

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

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

Needham Investment Management held its Chevron (CVX) position steady in Q1 2026 at 8,250 shares worth $1.71M. The position accounts for 0.09% of the portfolio, ranked #127.

Needham Investment Management first reported a position in CVX in Q2 2019 and has held it in 28 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Needham Investment Management held 8,250 shares of Chevron worth $1.71M as of Q1 2026.
Needham Investment Management left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.09% of Needham Investment Management's portfolio in Q1 2026, its #127 holding.
Needham Investment Management first reported a position in Chevron in Q2 2019 and has held it in 28 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.