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Stone House Investment Management’s Chevron CVX Stock Holding History

Stone House Investment 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 		$183K Sell
886
-179
-17% -$32.6K 0.03% 83
2025
Q4 		$162K Buy
1,065
+61
+6% +$9.29K 0.03% 91
2025
Q3 		$156K Sell
1,004
-156
-13% -$24.2K 0.03% 88
2025
Q2 		$166K Buy
1,160
+114
+11% +$16.1K 0.03% 79
2025
Q1 		$175K Buy
+1,046
New +$164K 0.04% 65
2024
Q4 		– Sell
-860
Closed -$127K – 126
2024
Q3 		$127K Hold
860
– – 0.03% 67
2024
Q2 		$135K Buy
860
+297
+53% +$47.4K 0.04% 63
2024
Q1 		$88.9K Sell
563
-20
-3% -$3.02K 0.02% 88
2023
Q4 		$87K Sell
583
-64
-10% -$9.68K 0.03% 65
2023
Q3 		$109K Buy
647
+2
+0.3% +$323 0.04% 53
2023
Q2 		$101K Sell
645
-198
-23% -$31.7K 0.04% 59
2023
Q1 		$138K Buy
+843
New +$141K 0.05% 49

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

Stone House Investment Management's CVX Position: Q1 2026 in Review

Stone House Investment Management reduced its Chevron (CVX) stake by 17% in Q1 2026, selling an estimated $32.6K and leaving 886 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #83.

Stone House Investment Management first reported a position in CVX in Q1 2023 and has held it in 12 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Stone House Investment Management held 886 shares of Chevron worth $183K as of Q1 2026.
  • Stone House Investment Management sold 179 Chevron shares in Q1 2026, an estimated $32.6K.
  • Chevron made up 0.03% of Stone House Investment Management's portfolio in Q1 2026, its #83 holding.
  • Stone House Investment Management first reported a position in Chevron in Q1 2023 and has held it in 12 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.