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Principal Street Partners’s Chevron CVX Stock Holding History

Principal Street Partners’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 		$9.29M Sell
44,923
-54
-0.1% -$9.85K 1.52% 10
2025
Q4 		$6.85M Sell
44,977
-624
-1% -$95K 1.16% 27
2025
Q3 		$7.08M Sell
45,601
-2,658
-6% -$412K 1.13% 26
2025
Q2 		$6.91M Buy
48,259
+10,599
+28% +$1.49M 0.68% 37
2025
Q1 		$6.3M Buy
37,660
+1,446
+4% +$226K 1.17% 33
2024
Q4 		$5.25M Sell
36,214
-1,388
-4% -$212K 1.03% 40
2024
Q3 		$5.57M Sell
37,602
-8,051
-18% -$1.2M 0.91% 40
2024
Q2 		$7.14M Sell
45,653
-684
-1% -$109K 1.28% 23
2024
Q1 		$7.41M Buy
46,337
+14,799
+47% +$2.23M 1.4% 18
2023
Q4 		$4.7M Sell
31,538
-283
-0.9% -$42.8K 1.13% 41
2023
Q3 		$5.37M Sell
31,821
-67
-0.2% -$10.8K 1.06% 17
2023
Q2 		$5.02M Sell
31,888
-1,407
-4% -$226K 1.19% 28
2023
Q1 		$5.43M Sell
33,295
-199
-0.6% -$33.4K 1.37% 21
2022
Q4 		$6.01M Sell
33,494
-852
-2% -$149K 1.51% 13
2022
Q3 		$4.93M Buy
34,346
+343
+1% +$52.3K 1.32% 20
2022
Q2 		$4.92M Sell
34,003
-12,482
-27% -$2.06M 1.28% 30
2022
Q1 		$7.57M Buy
46,485
+472
+1% +$67.7K 1.74% 9
2021
Q4 		$5.4M Buy
46,013
+953
+2% +$108K 1.3% 23
2021
Q3 		$4.57M Sell
45,060
-1,934
-4% -$193K 1.25% 36
2021
Q2 		$4.92M Sell
46,994
-86,223
-65% -$9.1M 1.3% 28
2021
Q1 		$14M Buy
+133,217
New +$13M 1.8% 16
2020
Q1 		– Sell
-6,148
Closed -$741K – 149
2019
Q4 		$741K Sell
6,148
-1,520
-20% -$179K 0.17% 113
2019
Q3 		$909K Buy
7,668
+1,970
+35% +$239K 0.23% 76
2019
Q2 		$709K Buy
+5,698
New +$689K 0.39% 78

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 Street Partners's CVX Position: Q1 2026 in Review

Principal Street Partners reduced its Chevron (CVX) stake by 0.12% in Q1 2026, selling an estimated $9.85K and leaving 44,923 shares worth $9.29M. The position accounts for 1.52% of the portfolio, ranked #10.

Principal Street Partners first reported a position in CVX in Q2 2019 and has held it in 24 quarters since. The position peaked at $14M in Q1 2021. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Principal Street Partners held 44,923 shares of Chevron worth $9.29M as of Q1 2026.
  • Principal Street Partners sold 54 Chevron shares in Q1 2026, an estimated $9.85K.
  • Chevron made up 1.52% of Principal Street Partners's portfolio in Q1 2026, its #10 holding.
  • Principal Street Partners first reported a position in Chevron in Q2 2019 and has held it in 24 quarters since.
  • Principal Street Partners's Chevron position peaked at $14M in Q1 2021.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.