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Shelton Capital Management’s Chevron CVX Stock Holding History

Shelton 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
2024
Q3 		– Sell
-3,300
Closed -$256K – 757
2024
Q2 		$256K Buy
3,300
+3,267
+9,900% +$521K 0.01% 561
2024
Q1 		$521K Sell
33
-3,267
-99% -$493K 0.01% 350
2023
Q4 		$492K Hold
3,300
– – 0.02% 341
2023
Q3 		$556K Buy
+3,300
New +$533K 0.02% 311

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

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

Shelton Capital Management reduced its Chevron (CVX) stake by 17% in Q1 2026, selling an estimated $3.39M and leaving 90,347 shares worth $18.7M. The position accounts for 0.41% of the portfolio, ranked #57.

Shelton Capital Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $62.3M in Q4 2016. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Shelton Capital Management held 90,347 shares of Chevron worth $18.7M as of Q1 2026.
  • Shelton Capital Management sold 18,610 Chevron shares in Q1 2026, an estimated $3.39M.
  • Chevron made up 0.41% of Shelton Capital Management's portfolio in Q1 2026, its #57 holding.
  • Shelton Capital Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's Chevron position peaked at $62.3M in Q4 2016.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.