Saranac Partners’s Chevron CVX Stock Holding History

Saranac Partners’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	$641K	Buy	11,765 +9,129	+346%	+$1.66M	0.27%	55
2025 Q4	$402K	Sell	2,636 -3,439	-57%	-$524K	0.16%	56
2025 Q3	$943K	Buy	6,075 +124	+2%	+$19.2K	0.17%	88
2025 Q2	$852K	Buy	5,951 +290	+5%	+$40.9K	0.45%	39
2025 Q1	$947K	Buy	5,661 +580	+11%	+$90.8K	0.54%	38
2024 Q4	$736K	Buy	+5,081	New	+$778K	0.41%	37
2024 Q3	–	Sell	-4,566	Closed	-$714K	–	25
2024 Q2	$714K	Sell	4,566 -717	-14%	-$114K	0.42%	37
2024 Q1	$833K	Buy	5,283 +510	+11%	+$77K	0.51%	35
2023 Q4	$712K	Sell	4,773 -4,773	-50%	-$722K	0.47%	38
2023 Q3	$1.61M	Buy	9,546 +205	+2%	+$33.1K	0.9%	27
2023 Q2	$1.47M	Buy	9,341 +515	+6%	+$82.6K	0.78%	27
2023 Q1	$1.44M	Buy	8,826 +7,041	+394%	+$1.18M	0.85%	27
2022 Q4	$320K	Buy	+1,785	New	+$311K	0.58%	30

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 $336B AUM 34.66% 1-Year Est. Return

Saranac Partners's CVX Position: Q1 2026 in Review

Saranac Partners increased its Chevron (CVX) stake by 346% in Q1 2026, buying an estimated $1.66M and bringing the position to 11,765 shares worth $641K. The position accounts for 0.27% of the portfolio, ranked #55.

Saranac Partners first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.61M in Q3 2023. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Saranac Partners held 11,765 shares of Chevron worth $641K as of Q1 2026.
Saranac Partners bought 9,129 Chevron shares in Q1 2026, an estimated $1.66M.
Chevron made up 0.27% of Saranac Partners's portfolio in Q1 2026, its #55 holding.
Saranac Partners first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
Saranac Partners's Chevron position peaked at $1.61M in Q3 2023.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.