NFJ Investment Group’s Chevron CVX Stock Holding History

NFJ Investment Group’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	$23.9M	Sell	115,459 -17,505	-13%	-$3.19M	0.9%	43
2025 Q4	$20.3M	Sell	132,964 -103,920	-44%	-$15.8M	0.73%	52
2025 Q3	$36.8M	Sell	236,884 -14,046	-6%	-$2.18M	1.26%	20
2025 Q2	$35.9M	Sell	250,930 -3,164	-1%	-$446K	1.25%	19
2025 Q1	$42.5M	Buy	254,094 +5,732	+2%	+$897K	1.43%	13
2024 Q4	$36M	Sell	248,362 -3,338	-1%	-$511K	1.16%	17
2024 Q3	$37.1M	Buy	251,700 +8,685	+4%	+$1.29M	1.08%	21
2024 Q2	$38M	Buy	243,015 +92,806	+62%	+$14.8M	1.17%	18
2024 Q1	$23.7M	Buy	+150,209	New	+$22.7M	0.65%	53
2021 Q2	–	Sell	-7,631	Closed	-$800K	–	384
2021 Q1	$800K	Buy	+7,631	New	+$745K	0.02%	358

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

NFJ Investment Group's CVX Position: Q1 2026 in Review

NFJ Investment Group reduced its Chevron (CVX) stake by 13% in Q1 2026, selling an estimated $3.19M and leaving 115,459 shares worth $23.9M. The position accounts for 0.9% of the portfolio, ranked #43.

NFJ Investment Group first reported a position in CVX in Q1 2021 and has held it in 10 quarters since. The position peaked at $42.5M in Q1 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

NFJ Investment Group held 115,459 shares of Chevron worth $23.9M as of Q1 2026.
NFJ Investment Group sold 17,505 Chevron shares in Q1 2026, an estimated $3.19M.
Chevron made up 0.9% of NFJ Investment Group's portfolio in Q1 2026, its #43 holding.
NFJ Investment Group first reported a position in Chevron in Q1 2021 and has held it in 10 quarters since.
NFJ Investment Group's Chevron position peaked at $42.5M in Q1 2025.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.