Prelude Capital Management’s Chevron CVX Stock Holding History

Prelude Capital 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
2025 Q2	–	Sell	-6,000	Closed	-$1M	–	1067
2025 Q1	$1M	Buy	6,000 +4,000	+200%	+$626K	0.08%	309
2024 Q4	$290K	Hold	2,000	–	–	0.02%	814
2024 Q3	$295K	Buy	+2,000	New	+$298K	0.02%	877
2024 Q1	–	Sell	-3,600	Closed	-$537K	–	1356
2023 Q4	$537K	Hold	3,600	–	–	0.04%	483
2023 Q3	$607K	Buy	+3,600	New	+$581K	0.04%	413
2021 Q1	–	Sell	-2,500	Closed	-$211K	–	1582
2020 Q4	$211K	Buy	+2,500	New	+$202K	0.01%	1089
2020 Q3	–	Sell	-400	Closed	-$36K	–	1919
2020 Q2	$36K	Buy	+400	New	+$35.8K	﹤0.01%	1245
2019 Q3	–	Sell	-25,000	Closed	-$3.11M	–	1769
2019 Q2	$3.11M	Buy	+25,000	New	+$3.02M	0.15%	109

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 $295B AUM 31.6% 1-Year Est. Return

Prelude Capital Management's CVX Position: Q1 2026 in Review

Prelude Capital Management opened a new position in Chevron (CVX) in Q1 2026: 1,328 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #748 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in CVX as recently as Q1 2025.

Prelude Capital Management first reported a position in CVX in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.31M in Q1 2024. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Prelude Capital Management held 1,328 shares of Chevron worth $275K as of Q1 2026.
Chevron was a new Prelude Capital Management position in Q1 2026.
Chevron made up 0.02% of Prelude Capital Management's portfolio in Q1 2026, its #748 holding.
Prelude Capital Management first reported a position in Chevron in Q2 2013 and has held it in 23 quarters since.
Prelude Capital Management's Chevron position peaked at $3.31M in Q1 2024.
4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.