Private Capital Management (Florida)’s Chevron CVX Stock Holding History

Private Capital Management (Florida)’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	$2.68M	Sell	12,953 -2,956	-19%	-$539K	0.27%	55
2025 Q4	$2.42M	Sell	15,909 -23	-0.1%	-$3.5K	0.22%	54
2025 Q3	$2.47M	Buy	15,932 +47	+0.3%	+$7.28K	0.22%	58
2025 Q2	$2.27M	Sell	15,885 -10	-0.1%	-$1.41K	0.22%	57
2025 Q1	$2.66M	Sell	15,895 -2,424	-13%	-$379K	0.29%	46
2024 Q4	$2.65M	Sell	18,319 -269	-1%	-$41.2K	0.28%	42
2024 Q3	$2.74M	Buy	18,588 +625	+3%	+$93K	0.29%	44
2024 Q2	$2.81M	Sell	17,963 -356	-2%	-$56.8K	0.33%	43
2024 Q1	$2.89M	Buy	18,319 +320	+2%	+$48.3K	0.32%	37
2023 Q4	$2.68M	Buy	17,999 +1,582	+10%	+$239K	0.3%	40
2023 Q3	$2.77M	Sell	16,417 -18	-0.1%	-$2.91K	0.33%	45
2023 Q2	$2.59M	Buy	+16,435	New	+$2.63M	0.31%	43

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

Private Capital Management (Florida)'s CVX Position: Q1 2026 in Review

Private Capital Management (Florida) reduced its Chevron (CVX) stake by 19% in Q1 2026, selling an estimated $539K and leaving 12,953 shares worth $2.68M. The position accounts for 0.27% of the portfolio, ranked #55.

Private Capital Management (Florida) first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.89M in Q1 2024. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Private Capital Management (Florida) held 12,953 shares of Chevron worth $2.68M as of Q1 2026.
Private Capital Management (Florida) sold 2,956 Chevron shares in Q1 2026, an estimated $539K.
Chevron made up 0.27% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #55 holding.
Private Capital Management (Florida) first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
Private Capital Management (Florida)'s Chevron position peaked at $2.89M in Q1 2024.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.