Outfitter Financial’s Chevron CVX Stock Holding History

Outfitter Financial’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	$3M	Sell	14,502 -2,494	-15%	-$455K	2.32%	13
2025 Q4	$2.59M	Buy	16,996 +18	+0.1%	+$2.74K	2.04%	15
2025 Q3	$2.64M	Buy	+16,978	New	+$2.63M	2.13%	14
2025 Q1	–	Sell	-4,148	Closed	-$601K	–	78
2024 Q4	$601K	Hold	4,148	–	–	0.48%	67
2024 Q3	$611K	Hold	4,148	–	–	0.5%	62
2024 Q2	$649K	Sell	4,148 -900	-18%	-$144K	0.54%	59
2024 Q1	$796K	Hold	5,048	–	–	0.65%	55
2023 Q4	$753K	Hold	5,048	–	–	0.66%	53
2023 Q3	$851K	Buy	5,048 +148	+3%	+$23.9K	0.8%	48
2023 Q2	$771K	Hold	4,900	–	–	0.69%	55
2023 Q1	$799K	Sell	4,900 -1,000	-17%	-$168K	0.72%	53
2022 Q4	$1.06M	Hold	5,900	–	–	0.96%	44
2022 Q3	$848K	Hold	5,900	–	–	0.83%	52
2022 Q2	$854K	Hold	5,900	–	–	0.78%	55
2022 Q1	$961K	Hold	5,900	–	–	0.74%	57
2021 Q4	$692K	Hold	5,900	–	–	0.51%	65
2021 Q3	$599K	Hold	5,900	–	–	0.47%	68
2021 Q2	$618K	Hold	5,900	–	–	0.47%	72
2021 Q1	$618K	Hold	5,900	–	–	0.51%	67
2020 Q4	$498K	Buy	+5,900	New	+$478K	0.48%	70

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

Outfitter Financial's CVX Position: Q1 2026 in Review

Outfitter Financial reduced its Chevron (CVX) stake by 15% in Q1 2026, selling an estimated $455K and leaving 14,502 shares worth $3M. The position accounts for 2.32% of the portfolio, ranked #13.

Outfitter Financial first reported a position in CVX in Q4 2020 and has held it in 20 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Outfitter Financial held 14,502 shares of Chevron worth $3M as of Q1 2026.
Outfitter Financial sold 2,494 Chevron shares in Q1 2026, an estimated $455K.
Chevron made up 2.32% of Outfitter Financial's portfolio in Q1 2026, its #13 holding.
Outfitter Financial first reported a position in Chevron in Q4 2020 and has held it in 20 quarters since.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Outfitter Financial's 13F filing for Q1 2026, filed 21 Apr 2026.