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Stratos Investment Management’s Chevron CVX Stock Holding History

Stratos 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 		$3.82M Buy
18,478
+820
+5% +$150K 0.15% 100
2025
Q4 		$2.69M Buy
17,658
+585
+3% +$89.1K 0.11% 113
2025
Q3 		$2.65M Buy
17,073
+913
+6% +$141K 0.11% 110
2025
Q2 		$2.31M Sell
16,160
-25,464
-61% -$3.59M 0.11% 128
2025
Q1 		$6.96M Buy
41,624
+11,288
+37% +$1.77M 0.37% 60
2024
Q4 		$4.39M Sell
30,336
-3,001
-9% -$459K 0.26% 75
2024
Q3 		$4.91M Buy
33,337
+4,443
+15% +$661K 0.34% 69
2024
Q2 		$4.52M Buy
28,894
+4,326
+18% +$690K 0.37% 70
2024
Q1 		$3.88M Sell
24,568
-9,008
-27% -$1.36M 0.38% 69
2023
Q4 		$5.01M Buy
33,576
+2,658
+9% +$402K 0.59% 52
2023
Q3 		$5.21M Buy
30,918
+5,499
+22% +$888K 0.78% 39
2023
Q2 		$4M Buy
25,419
+1,127
+5% +$181K 0.61% 46
2023
Q1 		$3.96M Buy
24,292
+451
+2% +$75.6K 0.67% 46
2022
Q4 		$4.28M Sell
23,841
-1,089
-4% -$190K 0.76% 43
2022
Q3 		$3.58M Sell
24,930
-4,719
-16% -$720K 0.72% 43
2022
Q2 		$4.29M Sell
29,649
-1,139
-4% -$188K 0.81% 41
2022
Q1 		$5.01M Sell
30,788
-2,394
-7% -$343K 0.83% 40
2021
Q4 		$3.89M Buy
33,182
+100
+0.3% +$11.4K 0.61% 50
2021
Q3 		$3.36M Buy
33,082
+7,506
+29% +$749K 0.58% 53
2021
Q2 		$2.68M Buy
25,576
+1,827
+8% +$193K 0.74% 46
2021
Q1 		$2.49M Sell
23,749
-3,889
-14% -$380K 0.79% 41
2020
Q4 		$2.33M Buy
27,638
+5,091
+23% +$412K 0.73% 46
2020
Q3 		$1.62M Buy
22,547
+6,792
+43% +$571K 0.59% 51
2020
Q2 		$1.41M Buy
15,755
+5,222
+50% +$468K 0.59% 50
2020
Q1 		$763K Buy
10,533
+3,491
+50% +$345K 0.41% 61
2019
Q4 		$849K Buy
7,042
+711
+11% +$83.7K 0.39% 54
2019
Q3 		$751K Buy
6,331
+656
+12% +$79.7K 0.43% 51
2019
Q2 		$706K Buy
+5,675
New +$686K 0.45% 50

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

Stratos Investment Management's CVX Position: Q1 2026 in Review

Stratos Investment Management increased its Chevron (CVX) stake by 4.6% in Q1 2026, buying an estimated $150K and bringing the position to 18,478 shares worth $3.82M. The position accounts for 0.15% of the portfolio, ranked #100.

Stratos Investment Management first reported a position in CVX in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.96M in Q1 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Stratos Investment Management held 18,478 shares of Chevron worth $3.82M as of Q1 2026.
  • Stratos Investment Management bought 820 Chevron shares in Q1 2026, an estimated $150K.
  • Chevron made up 0.15% of Stratos Investment Management's portfolio in Q1 2026, its #100 holding.
  • Stratos Investment Management first reported a position in Chevron in Q2 2019 and has held it in 28 quarters since.
  • Stratos Investment Management's Chevron position peaked at $6.96M in Q1 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.