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S.A. Mason’s Chevron CVX Stock Holding History

S.A. Mason’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 		$2.3M Buy
11,114
+507
+5% +$92.5K 0.86% 25
2025
Q4 		$1.62M Buy
10,607
+9
+0.1% +$1.37K 0.64% 39
2025
Q3 		$1.65M Buy
10,598
+1,851
+21% +$287K 0.73% 32
2025
Q2 		$1.25M Sell
8,747
-538
-6% -$75.8K 0.61% 43
2025
Q1 		$1.55M Buy
9,285
+171
+2% +$26.8K 0.82% 31
2024
Q4 		$1.32M Buy
9,114
+81
+0.9% +$12.4K 0.69% 36
2024
Q3 		$1.33M Buy
9,033
+67
+0.7% +$9.97K 0.71% 36
2024
Q2 		$1.4M Buy
8,966
+392
+5% +$62.5K 0.8% 29
2024
Q1 		$1.35M Buy
8,574
+422
+5% +$63.7K 0.81% 30
2023
Q4 		$1.22M Buy
8,152
+89
+1% +$13.5K 0.82% 32
2023
Q3 		$1.36M Buy
8,063
+31
+0.4% +$5.01K 0.98% 24
2023
Q2 		$1.31M Hold
8,032
– – 0.95% 22
2023
Q1 		$1.31M Sell
8,032
-196
-2% -$32.9K 0.95% 22
2022
Q4 		$1.48M Buy
8,228
+4
+0% +$698 1.11% 19
2022
Q3 		$1.18M Buy
8,224
+3
+0% +$458 0.93% 23
2022
Q2 		$1.19M Buy
8,221
+326
+4% +$53.9K 0.87% 24
2022
Q1 		$1.29M Buy
7,895
+4
+0.1% +$574 0.8% 30
2021
Q4 		$926K Buy
7,891
+74
+0.9% +$8.41K 0.56% 48
2021
Q3 		$793K Buy
7,817
+1,321
+20% +$132K 0.52% 53
2021
Q2 		$680K Hold
6,496
– – 0.47% 62
2021
Q1 		$681K Buy
6,496
+500
+8% +$48.8K 0.51% 54
2020
Q4 		$506K Sell
5,996
-275
-4% -$22.3K 0.42% 66
2020
Q3 		$452K Hold
6,271
– – 0.43% 65
2020
Q2 		$560K Sell
6,271
-50
-0.8% -$4.48K 0.59% 49
2020
Q1 		$458K Buy
6,321
+435
+7% +$43K 0.56% 53
2019
Q4 		$709K Buy
+5,886
New +$693K 0.68% 36

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

S.A. Mason's CVX Position: Q1 2026 in Review

S.A. Mason increased its Chevron (CVX) stake by 4.8% in Q1 2026, buying an estimated $92.5K and bringing the position to 11,114 shares worth $2.3M. The position accounts for 0.86% of the portfolio, ranked #25.

S.A. Mason first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • S.A. Mason held 11,114 shares of Chevron worth $2.3M as of Q1 2026.
  • S.A. Mason bought 507 Chevron shares in Q1 2026, an estimated $92.5K.
  • Chevron made up 0.86% of S.A. Mason's portfolio in Q1 2026, its #25 holding.
  • S.A. Mason first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.