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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
Q1 		– Sell
-2,000
Closed -$290K – 1257
2024
Q4 		$290K Hold
2,000
– – 0.02% 815
2024
Q3 		$295K Buy
+2,000
New +$298K 0.02% 878
2020
Q3 		– Sell
-600
Closed -$54K – 1921
2020
Q2 		$54K Sell
600
-30,200
-98% -$2.7M ﹤0.01% 1137
2020
Q1 		$2.23M Buy
30,800
+28,400
+1,183% +$2.81M 0.15% 95
2019
Q4 		$289K Buy
+2,400
New +$283K 0.01% 738

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

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.