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SCS Capital Management’s Chevron CVX Stock Holding History

SCS Capital Management’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 		$16.4M Sell
79,190
-7,417
-9% -$1.35M 0.17% 76
2025
Q4 		$13.2M Sell
86,607
-4,160
-5% -$634K 0.14% 92
2025
Q3 		$14.1M Sell
90,767
-28,710
-24% -$4.45M 0.15% 89
2025
Q2 		$17.1M Buy
119,477
+84,202
+239% +$11.9M 0.19% 71
2025
Q1 		$5.9M Buy
+35,275
New +$5.52M 0.08% 114

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

SCS Capital Management's CVX Position: Q1 2026 in Review

SCS Capital Management reduced its Chevron (CVX) stake by 8.6% in Q1 2026, selling an estimated $1.35M and leaving 79,190 shares worth $16.4M. The position accounts for 0.17% of the portfolio, ranked #76.

SCS Capital Management first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.1M in Q2 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • SCS Capital Management held 79,190 shares of Chevron worth $16.4M as of Q1 2026.
  • SCS Capital Management sold 7,417 Chevron shares in Q1 2026, an estimated $1.35M.
  • Chevron made up 0.17% of SCS Capital Management's portfolio in Q1 2026, its #76 holding.
  • SCS Capital Management first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's Chevron position peaked at $17.1M in Q2 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.