Rossmore Private Capital’s Chevron CVX Stock Holding History

Rossmore Private 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	$455K	Hold	2,200	–	–	0.04%	210
2025 Q4	$335K	Buy	+2,200	New	+$335K	0.03%	234

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

Rossmore Private Capital's CVX Position: Q1 2026 in Review

Rossmore Private Capital reduced its Chevron (CVX) stake by 0.18% in Q1 2026, selling an estimated $87.2K and leaving 270,207 shares worth $55.9M. The position accounts for 4.91% of the portfolio, ranked #2.

Rossmore Private Capital first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Rossmore Private Capital held 270,207 shares of Chevron worth $55.9M as of Q1 2026.
Rossmore Private Capital sold 478 Chevron shares in Q1 2026, an estimated $87.2K.
Chevron made up 4.91% of Rossmore Private Capital's portfolio in Q1 2026, its #2 holding.
Rossmore Private Capital first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.