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Sherman Asset Management’s Chevron CVX Stock Holding History

Sherman Asset 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 		$1.56K Buy
8
+1
+14% +$182 ﹤0.01% 153
2025
Q4 		$1.14K Hold
7
– – ﹤0.01% 144
2025
Q3 		$1.15K Hold
7
– – ﹤0.01% 142
2025
Q2 		$1.05K Hold
7
– – ﹤0.01% 143
2025
Q1 		$1.21K Hold
7
– – ﹤0.01% 149
2024
Q4 		$1.04K Buy
+7
New +$1.07K ﹤0.01% 156

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 $336B AUM 34.66% 1-Year Est. Return

Sherman Asset Management's CVX Position: Q1 2026 in Review

Sherman Asset Management increased its Chevron (CVX) stake by 14% in Q1 2026, buying an estimated $182 and bringing the position to 8 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Sherman Asset Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sherman Asset Management held 8 shares of Chevron worth $1.56K as of Q1 2026.
  • Sherman Asset Management bought 1 Chevron share in Q1 2026, an estimated $182.
  • Chevron made up ﹤0.01% of Sherman Asset Management's portfolio in Q1 2026, its #153 holding.
  • Sherman Asset Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.