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Stamos Capital Partners’s Chevron CVX Stock Holding History

Stamos Capital Partners’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 		$8.91M Sell
43,054
-50,343
-54% -$9.18M 1.39% 12
2025
Q4 		$14.2M Buy
93,397
+21,871
+31% +$3.33M 2.29% 6
2025
Q3 		$11.1M Sell
71,526
-37,529
-34% -$5.81M 2.1% 7
2025
Q2 		$15.6M Buy
109,055
+59,436
+120% +$8.38M 2.8% 5
2025
Q1 		$8.3M Sell
49,619
-37,551
-43% -$5.88M 2.17% 5
2024
Q4 		$12.6M Buy
87,170
+500
+0.6% +$76.5K 2.96% 5
2024
Q3 		$12.8M Buy
86,670
+14,240
+20% +$2.12M 3% 2
2024
Q2 		$11.3M Sell
72,430
-650
-0.9% -$104K 2.4% 5
2024
Q1 		$11.5M Sell
73,080
-2,250
-3% -$340K 2.62% 3
2023
Q4 		$11.2M Buy
75,330
+13,370
+22% +$2.02M 3.05% 4
2023
Q3 		$10.4M Sell
61,960
-4,560
-7% -$737K 2.33% 3
2023
Q2 		$10.5M Buy
66,520
+3,700
+6% +$593K 2.45% 4
2023
Q1 		$10.2M Buy
62,820
+8,320
+15% +$1.39M 2.64% 4
2022
Q4 		$9.78M Sell
54,500
-31,310
-36% -$5.46M 3.1% 2
2022
Q3 		$12.3M Buy
85,810
+13,210
+18% +$2.01M 3.14% 1
2022
Q2 		$10.5M Buy
72,600
+6,800
+10% +$1.12M 3.18% 5
2022
Q1 		$10.7M Buy
65,800
+6,100
+10% +$875K 3.58% 4
2021
Q4 		$7.01M Sell
59,700
-9,470
-14% -$1.08M 3.25% 8
2021
Q3 		$7.02M Sell
69,170
-7,400
-10% -$738K 3.92% 6
2021
Q2 		$8.02M Sell
76,570
-13,430
-15% -$1.42M 4.23% 3
2021
Q1 		$9.43M Sell
90,000
-3,500
-4% -$342K 4.76% 4
2020
Q4 		$7.9M Sell
93,500
-6,500
-7% -$526K 3.37% 4
2020
Q3 		$7.2M Buy
100,000
+46,000
+85% +$3.87M 2.68% 4
2020
Q2 		$4.82M Sell
54,000
-22,606
-30% -$2.02M 2.76% 4
2020
Q1 		$5.55M Buy
+76,606
New +$7.57M 2.92% 7
2019
Q4 		– Sell
-5,000
Closed -$593K – 54
2019
Q3 		$593K Sell
5,000
-3,000
-38% -$364K 0.53% 34
2019
Q2 		$999K Buy
+8,000
New +$967K 1% 27
2019
Q1 		– Sell
-24,000
Closed -$2.61M – 80
2018
Q4 		$2.61M Buy
+24,000
New +$2.78M 1.97% 19

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

Stamos Capital Partners's CVX Position: Q1 2026 in Review

Stamos Capital Partners reduced its Chevron (CVX) stake by 54% in Q1 2026, selling an estimated $9.18M and leaving 43,054 shares worth $8.91M. The position accounts for 1.39% of the portfolio, ranked #12.

Stamos Capital Partners first reported a position in CVX in Q4 2018 and has held it in 28 quarters since. The position peaked at $15.6M in Q2 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Stamos Capital Partners held 43,054 shares of Chevron worth $8.91M as of Q1 2026.
  • Stamos Capital Partners sold 50,343 Chevron shares in Q1 2026, an estimated $9.18M.
  • Chevron made up 1.39% of Stamos Capital Partners's portfolio in Q1 2026, its #12 holding.
  • Stamos Capital Partners first reported a position in Chevron in Q4 2018 and has held it in 28 quarters since.
  • Stamos Capital Partners's Chevron position peaked at $15.6M in Q2 2025.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.