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Saxon Interests’s Chevron CVX Stock Holding History

Saxon Interests’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 		$2.71M Sell
13,104
-5,745
-30% -$1.05M 0.93% 24
2025
Q4 		$2.87M Buy
18,849
+34
+0.2% +$5.18K 1.01% 23
2025
Q3 		$3.02M Buy
18,815
+9
+0% +$1.39K 1.18% 18
2025
Q2 		$3.15M Hold
18,806
– – 1.47% 16
2025
Q1 		$3.15M Sell
18,806
-14
-0.1% -$2.19K 1.47% 16
2024
Q4 		$2.73M Buy
18,820
+591
+3% +$90.5K 1.2% 21
2024
Q3 		$2.68M Buy
18,229
+148
+0.8% +$22K 1.22% 17
2024
Q2 		$2.83M Sell
18,081
-259
-1% -$41.3K 1.35% 14
2024
Q1 		$2.89M Buy
18,340
+1,807
+11% +$273K 1.38% 14
2023
Q4 		$2.47M Buy
+16,533
New +$2.5M 1.23% 15
2023
Q3 		– Sell
-15,807
Closed -$2.49M – 80
2023
Q2 		$2.49M Buy
15,807
+53
+0.3% +$8.5K 1.33% 17
2023
Q1 		$2.57M Sell
15,754
-1,435
-8% -$241K 1.45% 15
2022
Q4 		$3.01M Sell
17,189
-1,726
-9% -$301K 1.72% 11
2022
Q3 		$3M Sell
18,915
-81
-0.4% -$12.4K 1.83% 14
2022
Q2 		$2.75M Sell
18,996
-523
-3% -$86.5K 1.67% 16
2022
Q1 		$3.18M Buy
19,519
+3,854
+25% +$553K 1.69% 20
2021
Q4 		$2M Buy
+15,665
New +$1.78M 1.14% 23

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

Saxon Interests's CVX Position: Q1 2026 in Review

Saxon Interests reduced its Chevron (CVX) stake by 30% in Q1 2026, selling an estimated $1.05M and leaving 13,104 shares worth $2.71M. The position accounts for 0.93% of the portfolio, ranked #24.

Saxon Interests first reported a position in CVX in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.18M in Q1 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Saxon Interests held 13,104 shares of Chevron worth $2.71M as of Q1 2026.
  • Saxon Interests sold 5,745 Chevron shares in Q1 2026, an estimated $1.05M.
  • Chevron made up 0.93% of Saxon Interests's portfolio in Q1 2026, its #24 holding.
  • Saxon Interests first reported a position in Chevron in Q4 2021 and has held it in 17 quarters since.
  • Saxon Interests's Chevron position peaked at $3.18M in Q1 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.