Opus Investment Management’s Chevron CVX Stock Holding History

Opus 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	$776K	Sell	3,750 -1,250	-25%	-$228K	0.46%	30
2025 Q4	$762K	Hold	5,000	–	–	0.46%	29
2025 Q3	$776K	Hold	5,000	–	–	0.48%	29
2025 Q2	$716K	Hold	5,000	–	–	0.48%	29
2025 Q1	$836K	Hold	5,000	–	–	0.6%	30
2024 Q4	$724K	Hold	5,000	–	–	0.53%	29
2024 Q3	$736K	Hold	5,000	–	–	0.52%	30
2024 Q2	$782K	Hold	5,000	–	–	0.51%	34
2024 Q1	$789K	Hold	5,000	–	–	0.51%	34
2023 Q4	$746K	Hold	5,000	–	–	0.43%	36
2023 Q3	$843K	Sell	5,000 -29,400	-85%	-$4.75M	0.52%	35
2023 Q2	$5.41M	Hold	34,400	–	–	1.94%	12
2023 Q1	$5.61M	Hold	34,400	–	–	2.03%	8
2022 Q4	$6.17M	Hold	34,400	–	–	2.2%	7
2022 Q3	$4.94M	Hold	34,400	–	–	1.15%	21
2022 Q2	$4.98M	Hold	34,400	–	–	1.08%	29
2022 Q1	$5.6M	Buy	34,400 +1,900	+6%	+$272K	0.86%	38
2021 Q4	$3.81M	Hold	32,500	–	–	0.55%	65
2021 Q3	$3.3M	Hold	32,500	–	–	0.5%	68
2021 Q2	$3.4M	Hold	32,500	–	–	0.51%	66
2021 Q1	$3.41M	Hold	32,500	–	–	0.5%	68
2020 Q4	$2.75M	Hold	32,500	–	–	0.43%	68
2020 Q3	$2.34M	Hold	32,500	–	–	0.44%	61
2020 Q2	$2.9M	Hold	32,500	–	–	0.59%	51
2020 Q1	$2.35M	Hold	32,500	–	–	0.5%	54
2019 Q4	$3.92M	Hold	32,500	–	–	0.64%	47
2019 Q3	$3.85M	Hold	32,500	–	–	0.67%	43
2019 Q2	$4.04M	Hold	32,500	–	–	0.76%	40
2019 Q1	$4M	Hold	32,500	–	–	0.79%	41
2018 Q4	$3.54M	Hold	32,500	–	–	0.76%	44
2018 Q3	$3.97M	Buy	32,500 +20,000	+160%	+$2.43M	0.69%	45
2018 Q2	$1.58M	Hold	12,500	–	–	0.29%	77
2018 Q1	$1.43M	Buy	+12,500	New	+$1.49M	0.26%	79
2016 Q1	–	Sell	-19,000	Closed	-$1.71M	–	75
2015 Q4	$1.71M	Sell	19,000 -17,000	-47%	-$1.53M	0.3%	73
2015 Q3	$2.84M	Hold	36,000	–	–	0.54%	62
2015 Q2	$3.47M	Buy	36,000 +2,000	+6%	+$210K	0.63%	56
2015 Q1	$3.57M	Hold	34,000	–	–	0.63%	46
2014 Q4	$3.81M	Buy	34,000 +3,000	+10%	+$341K	0.68%	44
2014 Q3	$3.7M	Hold	31,000	–	–	0.7%	46
2014 Q2	$4.05M	Buy	31,000 +2,000	+7%	+$249K	0.8%	41
2014 Q1	$3.45M	Buy	29,000 +17,000	+142%	+$1.98M	0.79%	44
2013 Q4	$1.5M	Sell	12,000 -8,000	-40%	-$967K	0.41%	67
2013 Q3	$2.43M	Hold	20,000	–	–	0.55%	55
2013 Q2	$2.37M	Buy	+20,000	New	+$2.42M	0.56%	54

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 Investment Management's CVX Position: Q1 2026 in Review

Opus Investment Management reduced its Chevron (CVX) stake by 25% in Q1 2026, selling an estimated $228K and leaving 3,750 shares worth $776K. The position accounts for 0.46% of the portfolio, ranked #30.

Opus Investment Management first reported a position in CVX in Q2 2013 and has held it in 44 quarters since. The position peaked at $6.17M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Opus Investment Management held 3,750 shares of Chevron worth $776K as of Q1 2026.
Opus Investment Management sold 1,250 Chevron shares in Q1 2026, an estimated $228K.
Chevron made up 0.46% of Opus Investment Management's portfolio in Q1 2026, its #30 holding.
Opus Investment Management first reported a position in Chevron in Q2 2013 and has held it in 44 quarters since.
Opus Investment Management's Chevron position peaked at $6.17M in Q4 2022.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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