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New York Life Investment Management’s Chevron CVX Stock Holding History

New York Life 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 		$53.9M Buy
260,422
+909
+0.4% +$166K 0.46% 37
2025
Q4 		$39.6M Sell
259,513
-1,795
-0.7% -$273K 0.34% 57
2025
Q3 		$40.6M Buy
261,308
+40,400
+18% +$6.26M 0.36% 50
2025
Q2 		$31.6M Sell
220,908
-2,801
-1% -$395K 0.3% 66
2025
Q1 		$37.4M Sell
223,709
-914
-0.4% -$143K 0.38% 44
2024
Q4 		$32.5M Sell
224,623
-2,109
-0.9% -$323K 0.32% 51
2024
Q3 		$33.4M Sell
226,732
-9,027
-4% -$1.34M 0.32% 56
2024
Q2 		$36.9M Sell
235,759
-1,506
-0.6% -$240K 0.37% 49
2024
Q1 		$37.4M Sell
237,265
-11,948
-5% -$1.8M 0.37% 44
2023
Q4 		$37.2M Sell
249,213
-28,516
-10% -$4.31M 0.38% 48
2023
Q3 		$46.8M Buy
277,729
+6,593
+2% +$1.06M 0.51% 36
2023
Q2 		$42.7M Sell
271,136
-5,030
-2% -$806K 0.44% 39
2023
Q1 		$45.1M Sell
276,166
-1,980
-0.7% -$332K 0.5% 34
2022
Q4 		$49.9M Sell
278,146
-4,466
-2% -$779K 0.57% 28
2022
Q3 		$40.6M Sell
282,612
-25,301
-8% -$3.86M 0.49% 36
2022
Q2 		$44.6M Buy
+307,913
New +$50.9M 0.52% 33
2014
Q4 		– Sell
-1,500
Closed -$179K – 267
2014
Q3 		$179K Hold
1,500
– – 0.03% 158
2014
Q2 		$196K Hold
1,500
– – 0.03% 159
2014
Q1 		$178K Hold
1,500
– – 0.04% 131
2013
Q4 		$187K Buy
+1,500
New +$181K 0.05% 114

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

New York Life Investment Management's CVX Position: Q1 2026 in Review

New York Life Investment Management increased its Chevron (CVX) stake by 0.35% in Q1 2026, buying an estimated $166K and bringing the position to 260,422 shares worth $53.9M. The position accounts for 0.46% of the portfolio, ranked #37.

New York Life Investment Management first reported a position in CVX in Q4 2013 and has held it in 20 quarters since. 4,280 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • New York Life Investment Management held 260,422 shares of Chevron worth $53.9M as of Q1 2026.
  • New York Life Investment Management bought 909 Chevron shares in Q1 2026, an estimated $166K.
  • Chevron made up 0.46% of New York Life Investment Management's portfolio in Q1 2026, its #37 holding.
  • New York Life Investment Management first reported a position in Chevron in Q4 2013 and has held it in 20 quarters since.
  • 4,280 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.