Opus Capital Group’s Chevron CVX Stock Holding History

Opus Capital 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	$640K	Sell	3,094 -147	-5%	-$26.8K	0.07%	67
2025 Q4	$494K	Sell	3,241 -367	-10%	-$55.9K	0.05%	78
2025 Q3	$560K	Sell	3,608 -131	-4%	-$20.3K	0.06%	71
2025 Q2	$535K	Hold	3,739	–	–	0.06%	73
2025 Q1	$625K	Buy	3,739 +46	+1%	+$7.2K	0.08%	63
2024 Q4	$535K	Sell	3,693 -528	-13%	-$80.8K	0.07%	70
2024 Q3	$622K	Sell	4,221 -371	-8%	-$55.2K	0.08%	66
2024 Q2	$718K	Sell	4,592 -183	-4%	-$29.2K	0.1%	63
2024 Q1	$753K	Sell	4,775 -475	-9%	-$71.7K	0.11%	62
2023 Q4	$783K	Sell	5,250 -30	-0.6%	-$4.54K	0.13%	55
2023 Q3	$890K	Sell	5,280 -451	-8%	-$72.8K	0.16%	47
2023 Q2	$902K	Hold	5,731	–	–	0.16%	50
2023 Q1	$935K	Sell	5,731 -51	-0.9%	-$8.55K	0.17%	45
2022 Q4	$1.04M	Buy	5,782 +610	+12%	+$106K	0.2%	41
2022 Q3	$743K	Buy	5,172 +387	+8%	+$59K	0.16%	46
2022 Q2	$693K	Sell	4,785 -18	-0.4%	-$2.98K	0.14%	53
2022 Q1	$782K	Sell	4,803 -68	-1%	-$9.75K	0.15%	52
2021 Q4	$572K	Sell	4,871 -44	-0.9%	-$5K	0.12%	60
2021 Q3	$499K	Sell	4,915 -1,250	-20%	-$125K	0.11%	59
2021 Q2	$646K	Sell	6,165 -460	-7%	-$48.6K	0.15%	59
2021 Q1	$694K	Sell	6,625 -990	-13%	-$96.7K	0.17%	56
2020 Q4	$643K	Sell	7,615 -300	-4%	-$24.3K	0.16%	63
2020 Q3	$570K	Sell	7,915 -985	-11%	-$82.8K	0.17%	63
2020 Q2	$794K	Sell	8,900 -85	-0.9%	-$7.61K	0.24%	50
2020 Q1	$651K	Buy	8,985 +458	+5%	+$45.3K	0.23%	53
2019 Q4	$1.03M	Sell	8,527 -22	-0.3%	-$2.59K	0.3%	44
2019 Q3	$1.01M	Buy	8,549 +18	+0.2%	+$2.19K	0.31%	42
2019 Q2	$1.06M	Buy	8,531 +1,063	+14%	+$129K	0.32%	40
2019 Q1	$920K	Buy	7,468 +2,210	+42%	+$261K	0.25%	77
2018 Q4	$572K	Sell	5,258 -44	-0.8%	-$5.1K	0.12%	135
2018 Q3	$649K	Sell	5,302 -255	-5%	-$30.9K	0.15%	128
2018 Q2	$703K	Hold	5,557	–	–	0.17%	121
2018 Q1	$634K	Buy	5,557 +2,555	+85%	+$305K	0.16%	123
2017 Q4	$376K	Buy	3,002 +1,230	+69%	+$146K	0.08%	167
2017 Q3	$208K	Buy	+1,772	New	+$193K	0.05%	217
2017 Q2	–	Sell	-4,099	Closed	-$440K	–	232
2017 Q1	$440K	Hold	4,099	–	–	0.06%	143
2016 Q4	$482K	Buy	4,099 +157	+4%	+$17.1K	0.07%	126
2016 Q3	$406K	Buy	3,942 +114	+3%	+$11.6K	0.08%	136
2016 Q2	$402K	Sell	3,828 -200	-5%	-$20.1K	0.09%	140
2016 Q1	$384K	Buy	4,028 +43	+1%	+$3.76K	0.08%	149
2015 Q4	$358K	Sell	3,985 -162	-4%	-$14.6K	0.06%	197
2015 Q3	$327K	Sell	4,147 -19,463	-82%	-$1.64M	0.06%	200
2015 Q2	$2.28M	Buy	23,610 +7,465	+46%	+$784K	0.36%	100
2015 Q1	$1.7M	Buy	16,145 +1,655	+11%	+$177K	0.27%	102
2014 Q4	$1.63M	Sell	14,490 -1,093	-7%	-$124K	0.24%	104
2014 Q3	$1.86M	Sell	15,583 -15,103	-49%	-$1.93M	0.26%	100
2014 Q2	$4.01M	Buy	30,686 +1,310	+4%	+$163K	0.28%	79
2014 Q1	$3.49M	Buy	29,376 +15,148	+106%	+$1.76M	0.25%	73
2013 Q4	$1.78M	Buy	+14,228	New	+$1.72M	0.1%	94

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

Opus Capital Group's CVX Position: Q1 2026 in Review

Opus Capital Group reduced its Chevron (CVX) stake by 4.5% in Q1 2026, selling an estimated $26.8K and leaving 3,094 shares worth $640K. The position accounts for 0.07% of the portfolio, ranked #67.

Opus Capital Group first reported a position in CVX in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.01M in Q2 2014. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Opus Capital Group held 3,094 shares of Chevron worth $640K as of Q1 2026.
Opus Capital Group sold 147 Chevron shares in Q1 2026, an estimated $26.8K.
Chevron made up 0.07% of Opus Capital Group's portfolio in Q1 2026, its #67 holding.
Opus Capital Group first reported a position in Chevron in Q4 2013 and has held it in 49 quarters since.
Opus Capital Group's Chevron position peaked at $4.01M in Q2 2014.
4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.