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Rockbridge Capital Management’s Chevron CVX Stock Holding History

Rockbridge Capital 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 		$558K Hold
2,695
– – 0.37% 20
2025
Q4 		$411K Hold
2,695
– – 0.25% 21
2025
Q3 		$419K Hold
2,695
– – 0.25% 21
2025
Q2 		$386K Hold
2,695
– – 0.22% 21
2025
Q1 		$451K Hold
2,695
– – 0.28% 20
2024
Q4 		$390K Buy
+2,695
New +$413K 0.22% 20

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

Rockbridge Capital Management's CVX Position: Q1 2026 in Review

Rockbridge Capital Management held its Chevron (CVX) position steady in Q1 2026 at 2,695 shares worth $558K. The position accounts for 0.37% of the portfolio, ranked #20.

Rockbridge Capital Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Rockbridge Capital Management held 2,695 shares of Chevron worth $558K as of Q1 2026.
  • Rockbridge Capital Management left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.37% of Rockbridge Capital Management's portfolio in Q1 2026, its #20 holding.
  • Rockbridge Capital Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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