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Orion Capital Management’s Chevron CVX Stock Holding History

Orion Capital 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 		$111K Buy
538
+16
+3% +$2.92K 0.04% 190
2025
Q4 		$79.6K Buy
522
+1
+0.2% +$152 0.03% 226
2025
Q3 		$81K Buy
521
+1
+0.2% +$155 0.03% 218
2025
Q2 		$74.5K Buy
520
+1
+0.2% +$141 0.03% 207
2025
Q1 		$86.8K Buy
519
+99
+24% +$15.5K 0.04% 188
2024
Q4 		$60.8K Buy
+420
New +$64.3K 0.03% 220
2024
Q3 		– Sell
-595
Closed -$93.1K – 215
2024
Q2 		$93.1K Hold
595
– – 0.05% 159
2024
Q1 		$93.9K Sell
595
-154
-21% -$23.2K 0.05% 173
2023
Q4 		$112K Buy
749
+154
+26% +$23.3K 0.07% 159
2023
Q3 		$100K Buy
+595
New +$96.1K 0.07% 158
2023
Q2 		– Sell
-595
Closed -$97.1K – 213
2023
Q1 		$97.1K Buy
595
+300
+102% +$50.3K 0.07% 160
2022
Q4 		$53K Buy
295
+73
+33% +$12.7K 0.04% 198
2022
Q3 		$32K Hold
222
– – 0.03% 233
2022
Q2 		$32K Hold
222
– – 0.02% 229
2022
Q1 		$36K Buy
222
+102
+85% +$14.6K 0.02% 228
2021
Q4 		$14K Hold
120
– – 0.01% 285
2021
Q3 		$12K Sell
120
-400
-77% -$39.9K 0.01% 285
2021
Q2 		$54K Hold
520
– – 0.03% 172
2021
Q1 		$54K Hold
520
– – 0.04% 163
2020
Q4 		$44K Buy
+520
New +$42.1K 0.03% 160

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 $336B AUM 34.66% 1-Year Est. Return

Orion Capital Management's CVX Position: Q1 2026 in Review

Orion Capital Management increased its Chevron (CVX) stake by 3.1% in Q1 2026, buying an estimated $2.92K and bringing the position to 538 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #190.

Orion Capital Management first reported a position in CVX in Q4 2020 and has held it in 20 quarters since. The position peaked at $112K in Q4 2023. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Orion Capital Management held 538 shares of Chevron worth $111K as of Q1 2026.
  • Orion Capital Management bought 16 Chevron shares in Q1 2026, an estimated $2.92K.
  • Chevron made up 0.04% of Orion Capital Management's portfolio in Q1 2026, its #190 holding.
  • Orion Capital Management first reported a position in Chevron in Q4 2020 and has held it in 20 quarters since.
  • Orion Capital Management's Chevron position peaked at $112K in Q4 2023.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.