PWC
CVX icon

PYA Waltman Capital’s Chevron CVX Stock Holding History

PYA Waltman Capital’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 		$3.66M Buy
17,669
+8,628
+95% +$1.57M 1.01% 23
2025
Q4 		$1.38M Sell
9,041
-4,039
-31% -$615K 0.37% 42
2025
Q3 		$2.03M Sell
13,080
-1,776
-12% -$275K 0.54% 36
2025
Q2 		$2.13M Buy
14,856
+584
+4% +$82.3K 0.61% 38
2025
Q1 		$2.39M Sell
14,272
-1,255
-8% -$196K 0.75% 32
2024
Q4 		$2.25M Buy
15,527
+316
+2% +$48.4K 0.72% 34
2024
Q3 		$2.24M Buy
15,211
+761
+5% +$113K 0.73% 34
2024
Q2 		$2.26M Buy
14,450
+751
+5% +$120K 0.83% 31
2024
Q1 		$2.16M Buy
13,699
+1,069
+8% +$161K 0.8% 33
2023
Q4 		$1.88M Buy
12,630
+1,256
+11% +$190K 0.78% 30
2023
Q3 		$1.92M Buy
11,374
+2,263
+25% +$366K 0.81% 29
2023
Q2 		$1.49M Buy
9,111
+4,667
+105% +$748K 0.64% 29
2023
Q1 		$725K Buy
4,444
+1,499
+51% +$251K 0.36% 36
2022
Q4 		$529K Buy
2,945
+551
+23% +$96.2K 0.28% 37
2022
Q3 		$344K Buy
2,394
+1,537
+179% +$234K 0.2% 38
2022
Q2 		$124K Buy
857
+317
+59% +$52.4K 0.07% 66
2022
Q1 		$88K Buy
+540
New +$77.4K 0.04% 79

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

PYA Waltman Capital's CVX Position: Q1 2026 in Review

PYA Waltman Capital increased its Chevron (CVX) stake by 95% in Q1 2026, buying an estimated $1.57M and bringing the position to 17,669 shares worth $3.66M. The position accounts for 1.01% of the portfolio, ranked #23.

PYA Waltman Capital first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • PYA Waltman Capital held 17,669 shares of Chevron worth $3.66M as of Q1 2026.
  • PYA Waltman Capital bought 8,628 Chevron shares in Q1 2026, an estimated $1.57M.
  • Chevron made up 1.01% of PYA Waltman Capital's portfolio in Q1 2026, its #23 holding.
  • PYA Waltman Capital first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.