Rockefeller Capital Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$322M Buy
1,556,994
+100,822
+7% +$18.4M 0.57% 26
2025
Q4
$222M Buy
1,456,172
+167,792
+13% +$25.6M 0.4% 40
2025
Q3
$200M Buy
1,288,380
+132,018
+11% +$20.4M 0.39% 38
2025
Q2
$177M Sell
1,156,362
-38,052
-3% -$5.36M 0.39% 36
2025
Q1
$200M Buy
1,194,414
+146,244
+14% +$22.9M 0.49% 29
2024
Q4
$152M Sell
1,048,170
-73,591
-7% -$11.3M 0.39% 41
2024
Q3
$165M Sell
1,121,761
-6,650
-0.6% -$990K 0.44% 34
2024
Q2
$177M Buy
1,128,411
+41,850
+4% +$6.67M 0.5% 29
2024
Q1
$171M Sell
1,086,561
-94,409
-8% -$14.2M 0.5% 31
2023
Q4
$176M Buy
1,180,970
+34,337
+3% +$5.19M 0.59% 27
2023
Q3
$193M Buy
1,146,633
+40,656
+4% +$6.57M 0.75% 20
2023
Q2
$173M Sell
1,105,977
-191,959
-15% -$30.8M 0.67% 18
2023
Q1
$212M Sell
1,297,936
-270,226
-17% -$45.3M 0.91% 9
2022
Q4
$281M Buy
1,568,162
+53,432
+4% +$9.32M 1.41% 5
2022
Q3
$218M Buy
1,514,730
+198,520
+15% +$30.3M 1.12% 10
2022
Q2
$191M Buy
1,316,210
+515,808
+64% +$85.3M 1.01% 12
2022
Q1
$130M Buy
800,402
+21,355
+3% +$3.06M 0.63% 23
2021
Q4
$91.4M Buy
779,047
+50,176
+7% +$5.7M 0.43% 47
2021
Q3
$73.9M Buy
728,871
+78,883
+12% +$7.87M 0.39% 54
2021
Q2
$68.1M Buy
649,988
+48,484
+8% +$5.12M 0.38% 51
2021
Q1
$63M Buy
601,504
+51,570
+9% +$5.04M 0.43% 45
2020
Q4
$46.4M Sell
549,934
-94,053
-15% -$7.62M 0.35% 66
2020
Q3
$46.4M Sell
643,987
-28,962
-4% -$2.44M 0.43% 49
2020
Q2
$60M Buy
672,949
+90,428
+16% +$8.1M 0.63% 30
2020
Q1
$42.2M Buy
582,521
+97,226
+20% +$9.61M 0.55% 34
2019
Q4
$58.5M Buy
485,295
+28,072
+6% +$3.31M 0.73% 31
2019
Q3
$54.2M Buy
457,223
+22,329
+5% +$2.71M 0.74% 33
2019
Q2
$54.1M Sell
434,894
-11,215
-3% -$1.36M 0.75% 35
2019
Q1
$55M Buy
446,109
+14,101
+3% +$1.67M 0.78% 35
2018
Q4
$47M Buy
432,008
+30,213
+8% +$3.5M 0.82% 34
2018
Q3
$49.1M Buy
401,795
+7,487
+2% +$908K 0.75% 39
2018
Q2
$49.9M Sell
394,308
-4,148
-1% -$515K 0.81% 37
2018
Q1
$45.4M Buy
+398,456
New +$47.6M 0.75% 39

Other funds holding CVX

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

Rockefeller Capital Management increased its Chevron (CVX) stake by 6.9% in Q1 2026, buying an estimated $18.4M and bringing the position to 1,556,994 shares worth $322M. The position accounts for 0.57% of the portfolio, ranked #26.

Rockefeller Capital Management first reported a position in CVX in Q1 2018 and has held it in 33 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Rockefeller Capital Management held 1,556,994 shares of Chevron worth $322M as of Q1 2026.
  • Rockefeller Capital Management bought 100,822 Chevron shares in Q1 2026, an estimated $18.4M.
  • Chevron made up 0.57% of Rockefeller Capital Management's portfolio in Q1 2026, its #26 holding.
  • Rockefeller Capital Management first reported a position in Chevron in Q1 2018 and has held it in 33 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.