SFE Investment Counsel’s Chevron CVX Stock Holding History

SFE Investment Counsel’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	$6.18M	Buy	+16,700	New	+$3.05M	0.97%	42

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

SFE Investment Counsel's CVX Position: Q1 2026 in Review

SFE Investment Counsel reduced its Chevron (CVX) stake by 0.91% in Q1 2026, selling an estimated $25.5K and leaving 15,162 shares worth $3.14M. The position accounts for 0.49% of the portfolio, ranked #65.

SFE Investment Counsel first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

SFE Investment Counsel held 15,162 shares of Chevron worth $3.14M as of Q1 2026.
SFE Investment Counsel sold 140 Chevron shares in Q1 2026, an estimated $25.5K.
Chevron made up 0.49% of SFE Investment Counsel's portfolio in Q1 2026, its #65 holding.
SFE Investment Counsel first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.