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Sweeney & Michel’s Chevron CVX Stock Holding History

Sweeney & Michel’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 		$1.03M Buy
5,360
+29
+0.5% +$5.29K 0.3% 56
2025
Q4 		$991K Buy
5,331
+35
+0.7% +$5.33K 0.29% 60
2025
Q3 		$789K Sell
5,296
-128
-2% -$19.8K 0.27% 65
2025
Q2 		$842K Buy
5,424
+408
+8% +$57.5K 0.3% 58
2025
Q1 		$687K Buy
+5,016
New +$785K 0.3% 58
2024
Q3 		$680K Buy
4,508
+1,001
+29% +$149K 0.27% 62
2024
Q2 		$537K Buy
3,507
+35
+1% +$5.58K 0.23% 63
2024
Q1 		$568K Buy
+3,472
New +$524K 0.25% 63
2023
Q3 		$525K Sell
3,686
-9
-0.2% -$1.45K 0.28% 64
2023
Q2 		$590K Sell
3,695
-462
-11% -$74.1K 0.3% 54
2023
Q1 		$648K Buy
+4,157
New +$697K 0.35% 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 $336B AUM 34.66% 1-Year Est. Return

Sweeney & Michel's CVX Position: Q1 2026 in Review

Sweeney & Michel increased its Chevron (CVX) stake by 0.54% in Q1 2026, buying an estimated $5.29K and bringing the position to 5,360 shares worth $1.03M. The position accounts for 0.3% of the portfolio, ranked #56.

Sweeney & Michel first reported a position in CVX in Q1 2023 and has held it in 11 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sweeney & Michel held 5,360 shares of Chevron worth $1.03M as of Q1 2026.
  • Sweeney & Michel bought 29 Chevron shares in Q1 2026, an estimated $5.29K.
  • Chevron made up 0.3% of Sweeney & Michel's portfolio in Q1 2026, its #56 holding.
  • Sweeney & Michel first reported a position in Chevron in Q1 2023 and has held it in 11 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.