Quest Investment Management’s Chevron CVX Stock Holding History

Quest Investment 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
2026 Q1	$856K	Sell	4,138 -245	-6%	-$44.7K	0.1%	82
2025 Q4	$668K	Sell	4,383 -351	-7%	-$53.5K	0.07%	90
2025 Q3	$735K	Buy	4,734 +85	+2%	+$13.2K	0.08%	92
2025 Q2	$666K	Buy	+4,649	New	+$655K	0.07%	97
2015 Q4	–	Sell	-5,545	Closed	-$437K	–	109
2015 Q3	$437K	Buy	5,545 +1,135	+26%	+$95.5K	0.06%	89
2015 Q2	$425K	Buy	4,410 +75	+2%	+$7.88K	0.06%	95
2015 Q1	$455K	Buy	+4,335	New	+$463K	0.06%	101

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

Quest Investment Management's CVX Position: Q1 2026 in Review

Quest Investment Management reduced its Chevron (CVX) stake by 5.6% in Q1 2026, selling an estimated $44.7K and leaving 4,138 shares worth $856K. The position accounts for 0.1% of the portfolio, ranked #82.

Quest Investment Management first reported a position in CVX in Q1 2015 and has held it in 7 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Quest Investment Management held 4,138 shares of Chevron worth $856K as of Q1 2026.
Quest Investment Management sold 245 Chevron shares in Q1 2026, an estimated $44.7K.
Chevron made up 0.1% of Quest Investment Management's portfolio in Q1 2026, its #82 holding.
Quest Investment Management first reported a position in Chevron in Q1 2015 and has held it in 7 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.