Plato Investment Management’s Chevron CVX Stock Holding History

Plato 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	$8.22M	Sell	39,718 -1,392	-3%	-$254K	0.55%	34
2025 Q4	$6.3M	Sell	41,110 -13,845	-25%	-$2.11M	0.41%	51
2025 Q3	$8.47M	Buy	54,955 +9,887	+22%	+$1.53M	0.57%	28
2025 Q2	$6.43M	Buy	45,068 +632	+1%	+$89.1K	0.48%	37
2025 Q1	$7.51M	Buy	44,436 +1,501	+3%	+$235K	0.63%	27
2024 Q4	$6.24M	Sell	42,935 -771	-2%	-$118K	0.46%	41
2024 Q3	$6.43M	Buy	43,706 +438	+1%	+$65.2K	0.52%	33
2024 Q2	$6.77M	Buy	43,268 +1,854	+4%	+$296K	0.63%	27
2024 Q1	$6.53M	Buy	41,414 +40,162	+3,208%	+$6.06M	0.68%	25
2023 Q4	$187K	Buy	+1,252	New	+$189K	0.23%	103

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

Plato Investment Management's CVX Position: Q1 2026 in Review

Plato Investment Management reduced its Chevron (CVX) stake by 3.4% in Q1 2026, selling an estimated $254K and leaving 39,718 shares worth $8.22M. The position accounts for 0.55% of the portfolio, ranked #34.

Plato Investment Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.47M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Plato Investment Management held 39,718 shares of Chevron worth $8.22M as of Q1 2026.
Plato Investment Management sold 1,392 Chevron shares in Q1 2026, an estimated $254K.
Chevron made up 0.55% of Plato Investment Management's portfolio in Q1 2026, its #34 holding.
Plato Investment Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Chevron position peaked at $8.47M in Q3 2025.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.