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Portfolio Design Labs’s Chevron CVX Stock Holding History

Portfolio Design Labs’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 		$4.98M Sell
24,083
-4,439
-16% -$809K 0.89% 24
2025
Q4 		$4.35M Sell
28,522
-1,817
-6% -$277K 0.72% 25
2025
Q3 		$4.71M Buy
30,339
+15,464
+104% +$2.39M 0.81% 25
2025
Q2 		$2.13M Sell
14,875
-1,201
-7% -$169K 0.42% 63
2025
Q1 		$2.69M Buy
16,076
+4,174
+35% +$653K 0.55% 63
2024
Q4 		$1.72M Buy
11,902
+2,240
+23% +$343K 0.35% 92
2024
Q3 		$1.42M Buy
+9,662
New +$1.44M 0.4% 90

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

Portfolio Design Labs's CVX Position: Q1 2026 in Review

Portfolio Design Labs reduced its Chevron (CVX) stake by 16% in Q1 2026, selling an estimated $809K and leaving 24,083 shares worth $4.98M. The position accounts for 0.89% of the portfolio, ranked #24.

Portfolio Design Labs first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Portfolio Design Labs held 24,083 shares of Chevron worth $4.98M as of Q1 2026.
  • Portfolio Design Labs sold 4,439 Chevron shares in Q1 2026, an estimated $809K.
  • Chevron made up 0.89% of Portfolio Design Labs's portfolio in Q1 2026, its #24 holding.
  • Portfolio Design Labs first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.