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Solitude Financial Services’s Chevron CVX Stock Holding History

Solitude Financial Services’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 		$4.6M Buy
24,879
+1,263
+5% +$230K 1.36% 15
2025
Q4 		$3.6M Buy
23,616
+1,109
+5% +$169K 1.19% 16
2025
Q3 		$3.5M Sell
22,507
-2,818
-11% -$436K 1.2% 15
2025
Q2 		$3.63M Buy
25,325
+1,913
+8% +$270K 1.31% 14
2025
Q1 		$3.92M Buy
23,412
+1,034
+5% +$162K 1.52% 13
2024
Q4 		$3.24M Buy
22,378
+2,213
+11% +$339K 1.42% 12
2024
Q3 		$2.97M Buy
20,165
+5,968
+42% +$888K 1.27% 12
2024
Q2 		$2.22M Buy
14,197
+3,687
+35% +$588K 1.03% 13
2024
Q1 		$1.66M Buy
10,510
+1,668
+19% +$252K 0.76% 17
2023
Q4 		$1.32M Buy
8,842
+1,242
+16% +$188K 0.72% 26
2023
Q3 		$1.28M Sell
7,600
-970
-11% -$157K 0.72% 28
2023
Q2 		$1.35M Buy
8,570
+493
+6% +$79K 0.76% 25
2023
Q1 		$1.32M Buy
8,077
+91
+1% +$15.3K 0.85% 25
2022
Q4 		$1.43M Sell
7,986
-70
-0.9% -$12.2K 0.98% 22
2022
Q3 		$1.16M Buy
8,056
+170
+2% +$25.9K 0.85% 27
2022
Q2 		$1.14M Buy
7,886
+465
+6% +$76.9K 0.8% 28
2022
Q1 		$1.21M Sell
7,421
-5,666
-43% -$813K 0.76% 22
2021
Q4 		$1.54M Sell
13,087
-3,091
-19% -$351K 1.02% 22
2021
Q3 		$1.64M Buy
16,178
+662
+4% +$66K 1.13% 21
2021
Q2 		$1.63M Buy
15,516
+495
+3% +$52.3K 1.18% 24
2021
Q1 		$1.57M Sell
15,021
-245
-2% -$23.9K 1.27% 22
2020
Q4 		$1.29M Buy
+15,266
New +$1.24M 1.13% 23

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

Solitude Financial Services's CVX Position: Q1 2026 in Review

Solitude Financial Services increased its Chevron (CVX) stake by 5.3% in Q1 2026, buying an estimated $230K and bringing the position to 24,879 shares worth $4.6M. The position accounts for 1.36% of the portfolio, ranked #15.

Solitude Financial Services first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Solitude Financial Services held 24,879 shares of Chevron worth $4.6M as of Q1 2026.
  • Solitude Financial Services bought 1,263 Chevron shares in Q1 2026, an estimated $230K.
  • Chevron made up 1.36% of Solitude Financial Services's portfolio in Q1 2026, its #15 holding.
  • Solitude Financial Services first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Solitude Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.