Scotia Capital’s Chevron CVX Stock Holding History

Scotia 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
2017 Q2	–	Sell	-4,000	Closed	-$429K	–	692
2017 Q1	$429K	Sell	4,000 -26,000	-87%	-$2.92M	0.01%	539
2016 Q4	$3.53M	Hold	30,000	–	–	0.06%	214
2016 Q3	$3.09M	Sell	30,000 -26,200	-47%	-$2.68M	0.06%	224
2016 Q2	$5.89M	Buy	+56,200	New	+$5.65M	0.12%	127
2016 Q1	–	Sell	-35,000	Closed	-$3.15M	–	724
2015 Q4	$3.15M	Hold	35,000	–	–	0.07%	198
2015 Q3	$2.76M	Buy	+35,000	New	+$2.95M	0.06%	209

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

Scotia Capital's CVX Position: Q1 2026 in Review

Scotia Capital increased its Chevron (CVX) stake by 16% in Q1 2026, buying an estimated $1.11M and bringing the position to 44,117 shares worth $9.13M. The position accounts for 0.04% of the portfolio, ranked #227.

Scotia Capital first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.5M in Q1 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Scotia Capital held 44,117 shares of Chevron worth $9.13M as of Q1 2026.
Scotia Capital bought 6,064 Chevron shares in Q1 2026, an estimated $1.11M.
Chevron made up 0.04% of Scotia Capital's portfolio in Q1 2026, its #227 holding.
Scotia Capital first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Scotia Capital's Chevron position peaked at $23.5M in Q1 2022.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.