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Northcape Wealth Management’s Chevron CVX Stock Holding History

Northcape Wealth 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 		$1.02M Buy
4,944
+262
+6% +$47.8K 0.28% 75
2025
Q4 		$714K Buy
4,682
+501
+12% +$76.3K 0.2% 85
2025
Q3 		$649K Buy
4,181
+158
+4% +$24.5K 0.19% 89
2025
Q2 		$576K Buy
4,023
+479
+14% +$67.5K 0.18% 94
2025
Q1 		$593K Buy
3,544
+513
+17% +$80.3K 0.19% 93
2024
Q4 		$439K Buy
3,031
+709
+31% +$109K 0.14% 101
2024
Q3 		$342K Buy
2,322
+69
+3% +$10.3K 0.11% 109
2024
Q2 		$352K Buy
2,253
+38
+2% +$6.06K 0.13% 102
2024
Q1 		$349K Buy
2,215
+203
+10% +$30.6K 0.13% 103
2023
Q4 		$300K Buy
2,012
+250
+14% +$37.8K 0.11% 116
2023
Q3 		$297K Sell
1,762
-326
-16% -$52.7K 0.11% 120
2023
Q2 		$329K Buy
2,088
+12
+0.6% +$1.92K 0.12% 122
2023
Q1 		$339K Buy
+2,076
New +$348K 0.12% 118
2022
Q4 		– Sell
-2,325
Closed -$334K – 86
2022
Q3 		$334K Buy
+2,325
New +$355K 0.12% 110
2022
Q2 		– Sell
-2,166
Closed -$353K – 124
2022
Q1 		$353K Buy
+2,166
New +$311K 0.1% 119

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 $295B AUM 31.6% 1-Year Est. Return

Northcape Wealth Management's CVX Position: Q1 2026 in Review

Northcape Wealth Management increased its Chevron (CVX) stake by 5.6% in Q1 2026, buying an estimated $47.8K and bringing the position to 4,944 shares worth $1.02M. The position accounts for 0.28% of the portfolio, ranked #75.

Northcape Wealth Management first reported a position in CVX in Q1 2022 and has held it in 15 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Northcape Wealth Management held 4,944 shares of Chevron worth $1.02M as of Q1 2026.
  • Northcape Wealth Management bought 262 Chevron shares in Q1 2026, an estimated $47.8K.
  • Chevron made up 0.28% of Northcape Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Northcape Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 15 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.