Select Asset Management & Trust’s Chevron CVX Stock Holding History

Select Asset Management & Trust’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	$956K	Hold	4,620	–	–	0.3%	27
2025 Q4	$704K	Sell	4,620 -177	-4%	-$27K	0.22%	34
2025 Q3	$745K	Buy	4,797 +26	+0.5%	+$4.03K	0.23%	36
2025 Q2	$683K	Buy	4,771 +140	+3%	+$19.7K	0.23%	36
2025 Q1	$775K	Buy	4,631 +11	+0.2%	+$1.72K	0.31%	31
2024 Q4	$669K	Hold	4,620	–	–	0.26%	33
2024 Q3	$680K	Buy	4,620 +1,173	+34%	+$175K	0.25%	33
2024 Q2	$539K	Hold	3,447	–	–	0.21%	36
2024 Q1	$544K	Buy	3,447 +30	+0.9%	+$4.53K	0.23%	38
2023 Q4	$510K	Sell	3,417 -136	-4%	-$20.6K	0.25%	37
2023 Q3	$599K	Buy	3,553 +136	+4%	+$22K	0.35%	32
2023 Q2	$538K	Buy	3,417 +1,000	+41%	+$160K	0.33%	37
2023 Q1	$395K	Hold	2,417	–	–	0.35%	38
2022 Q4	$434K	Sell	2,417 -125	-5%	-$21.8K	0.52%	34
2022 Q3	$365K	Buy	2,542 +165	+7%	+$25.2K	0.44%	36
2022 Q2	$344K	Sell	2,377 -395	-14%	-$65.3K	0.37%	41
2022 Q1	$451K	Sell	2,772 -2,959	-52%	-$424K	0.39%	37
2021 Q4	$673K	Hold	5,731	–	–	0.45%	27
2021 Q3	$581K	Hold	5,731	–	–	0.42%	26
2021 Q2	$600K	Hold	5,731	–	–	0.34%	32
2021 Q1	$600K	Hold	5,731	–	–	0.4%	30
2020 Q4	$484K	Buy	+5,731	New	+$464K	0.39%	33
2016 Q2	$272K	Hold	2,595	–	–	0.7%	30
2016 Q1	$233K	Hold	2,595	–	–	0.3%	35
2015 Q4	$233K	Sell	2,595 -1,000	-28%	-$90.2K	0.3%	35
2015 Q3	$284K	Hold	3,595	–	–	0.49%	18
2015 Q2	$347K	Hold	3,595	–	–	0.3%	30
2015 Q1	$377K	Buy	3,595 +1,000	+39%	+$107K	0.29%	31
2014 Q4	$291K	Hold	2,595	–	–	0.21%	30
2014 Q3	$310K	Hold	2,595	–	–	0.21%	36
2014 Q2	$338K	Sell	2,595 -300	-10%	-$37.3K	0.32%	34
2014 Q1	$344K	Buy	2,895 +300	+12%	+$34.9K	0.32%	30
2013 Q4	$324K	Buy	+2,595	New	+$314K	0.29%	31

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

Select Asset Management & Trust's CVX Position: Q1 2026 in Review

Select Asset Management & Trust held its Chevron (CVX) position steady in Q1 2026 at 4,620 shares worth $956K. The position accounts for 0.3% of the portfolio, ranked #27.

Select Asset Management & Trust first reported a position in CVX in Q4 2013 and has held it in 33 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Select Asset Management & Trust held 4,620 shares of Chevron worth $956K as of Q1 2026.
Select Asset Management & Trust left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.3% of Select Asset Management & Trust's portfolio in Q1 2026, its #27 holding.
Select Asset Management & Trust first reported a position in Chevron in Q4 2013 and has held it in 33 quarters since.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Select Asset Management & Trust's 13F filing for Q1 2026, filed 15 May 2026.