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Principal Securities’s Chevron CVX Stock Holding History

Principal Securities’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 		$15.2M Buy
73,379
+3,717
+5% +$678K 0.22% 88
2025
Q4 		$10.6M Buy
69,662
+4,662
+7% +$710K 0.16% 113
2025
Q3 		$10.1M Buy
65,000
+6,898
+12% +$1.07M 0.17% 113
2025
Q2 		$8.32M Buy
58,102
+6,383
+12% +$900K 0.16% 123
2025
Q1 		$7.49M Buy
51,719
+89
+0.2% +$13.9K 0.17% 123
2024
Q4 		$7.48M Buy
51,630
+5,202
+11% +$796K 0.17% 121
2024
Q3 		$6.84M Buy
46,428
+1,484
+3% +$221K 0.17% 119
2024
Q2 		$7.03M Buy
44,944
+4,464
+11% +$712K 0.19% 94
2024
Q1 		$6.39M Buy
40,480
+2,552
+7% +$385K 0.2% 100
2023
Q4 		$5.66M Buy
+37,928
New +$5.74M 0.21% 97

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

Principal Securities's CVX Position: Q1 2026 in Review

Principal Securities increased its Chevron (CVX) stake by 5.3% in Q1 2026, buying an estimated $678K and bringing the position to 73,379 shares worth $15.2M. The position accounts for 0.22% of the portfolio, ranked #88.

Principal Securities 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.

  • Principal Securities held 73,379 shares of Chevron worth $15.2M as of Q1 2026.
  • Principal Securities bought 3,717 Chevron shares in Q1 2026, an estimated $678K.
  • Chevron made up 0.22% of Principal Securities's portfolio in Q1 2026, its #88 holding.
  • Principal Securities 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 Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.