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Pallas Capital Advisors’s Chevron CVX Stock Holding History

Pallas Capital Advisors’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 		$4.39M Buy
21,224
+829
+4% +$151K 0.17% 117
2025
Q4 		$3.11M Buy
20,395
+903
+5% +$138K 0.1% 153
2025
Q3 		$3.03M Buy
19,492
+2,361
+14% +$366K 0.11% 142
2025
Q2 		$2.45M Sell
17,131
-1,060
-6% -$149K 0.09% 170
2025
Q1 		$3.04M Sell
18,191
-601
-3% -$94.1K 0.13% 142
2024
Q4 		$2.72M Buy
18,792
+859
+5% +$131K 0.12% 136
2024
Q3 		$2.7M Sell
17,933
-308
-2% -$45.8K 0.12% 133
2024
Q2 		$2.95M Buy
18,241
+618
+4% +$98.5K 0.13% 129
2024
Q1 		$2.78M Buy
17,623
+23
+0.1% +$3.47K 0.12% 135
2023
Q4 		$2.63M Buy
17,600
+10,077
+134% +$1.52M 0.14% 123
2023
Q3 		$1.1M Buy
7,523
+5,592
+290% +$903K 0.07% 170
2023
Q2 		$296K Buy
1,931
+303
+19% +$48.6K 0.01% 230
2023
Q1 		$279K Buy
1,628
+264
+19% +$44.3K 0.03% 225
2022
Q4 		$247K Buy
1,364
+40
+3% +$6.98K 0.03% 240
2022
Q3 		$240K Sell
1,324
-303
-19% -$46.2K 0.03% 225
2022
Q2 		$235K Buy
1,627
+259
+19% +$42.8K 0.03% 207
2022
Q1 		$235K Sell
1,368
-1,451
-51% -$208K 0.03% 219
2021
Q4 		$358K Sell
2,819
-1,265
-31% -$144K 0.04% 226
2021
Q3 		$462K Sell
4,084
-318
-7% -$31.7K 0.05% 242
2021
Q2 		$442K Buy
+4,402
New +$465K 0.06% 203

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

Pallas Capital Advisors's CVX Position: Q1 2026 in Review

Pallas Capital Advisors increased its Chevron (CVX) stake by 4.1% in Q1 2026, buying an estimated $151K and bringing the position to 21,224 shares worth $4.39M. The position accounts for 0.17% of the portfolio, ranked #117.

Pallas Capital Advisors first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Pallas Capital Advisors held 21,224 shares of Chevron worth $4.39M as of Q1 2026.
  • Pallas Capital Advisors bought 829 Chevron shares in Q1 2026, an estimated $151K.
  • Chevron made up 0.17% of Pallas Capital Advisors's portfolio in Q1 2026, its #117 holding.
  • Pallas Capital Advisors first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.