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Patrick M. Sweeney & Associates’s Chevron CVX Stock Holding History

Patrick M. Sweeney & Associates’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 		$826K Buy
3,990
+1
+0% +$182 0.53% 46
2025
Q4 		$608K Buy
3,989
+247
+7% +$37.6K 0.38% 68
2025
Q3 		$581K Buy
3,742
+107
+3% +$16.6K 0.38% 66
2025
Q2 		$539K Buy
3,635
+135
+4% +$19K 0.37% 68
2025
Q1 		$585K Buy
3,500
+72
+2% +$11.3K 0.44% 61
2024
Q4 		$497K Buy
3,428
+2
+0.1% +$306 0.37% 70
2024
Q3 		$505K Buy
3,426
+366
+12% +$54.5K 0.37% 72
2024
Q2 		$479K Buy
3,060
+290
+10% +$46.2K 0.39% 68
2024
Q1 		$437K Buy
2,770
+152
+6% +$22.9K 0.36% 73
2023
Q4 		$391K Buy
+2,618
New +$396K 0.36% 72

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

Patrick M. Sweeney & Associates's CVX Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Chevron (CVX) stake by 0.03% in Q1 2026, buying an estimated $182 and bringing the position to 3,990 shares worth $826K. The position accounts for 0.53% of the portfolio, ranked #46.

Patrick M. Sweeney & Associates first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Patrick M. Sweeney & Associates held 3,990 shares of Chevron worth $826K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 1 Chevron share in Q1 2026, an estimated $182.
  • Chevron made up 0.53% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #46 holding.
  • Patrick M. Sweeney & Associates first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.