Systematic Alpha Investments’s Chevron CVX Stock Holding History

Systematic Alpha Investments’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	$3.07M	Hold	14,854	–	–	0.11%	67
2025 Q4	$2.26M	Hold	14,854	–	–	0.07%	82
2025 Q3	$2.31M	Hold	14,854	–	–	0.08%	80
2025 Q2	$2.13M	Hold	14,854	–	–	0.08%	81
2025 Q1	$2.48M	Hold	14,854	–	–	0.09%	75
2024 Q4	$2.15M	Hold	14,854	–	–	0.08%	78
2024 Q3	$2.19M	Hold	14,854	–	–	0.08%	79
2024 Q2	$2.32M	Hold	14,854	–	–	0.09%	75
2024 Q1	$2.34M	Hold	14,854	–	–	0.09%	74
2023 Q4	$2.22M	Hold	14,854	–	–	0.1%	75
2023 Q3	$2.5M	Hold	14,854	–	–	0.12%	65
2023 Q2	$2.34M	Hold	14,854	–	–	0.11%	67
2023 Q1	$2.42M	Sell	14,854 -4,900	-25%	-$822K	0.13%	67
2022 Q4	$3.55M	Hold	19,754	–	–	0.18%	61
2022 Q3	$2.84M	Hold	19,754	–	–	0.17%	62
2022 Q2	$2.86M	Buy	19,754 +4,900	+33%	+$810K	0.16%	64
2022 Q1	$2.42M	Hold	14,854	–	–	0.12%	72
2021 Q4	$1.74M	Hold	14,854	–	–	0.08%	85
2021 Q3	$1.7M	Hold	14,854	–	–	0.07%	90
2021 Q2	$1.52M	Buy	14,854 +4,854	+49%	+$512K	0.07%	90
2021 Q1	$1.05M	Buy	+10,000	New	+$976K	0.07%	92

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Systematic Alpha Investments's CVX Position: Q1 2026 in Review

Systematic Alpha Investments held its Chevron (CVX) position steady in Q1 2026 at 14,854 shares worth $3.07M. The position accounts for 0.11% of the portfolio, ranked #67.

Systematic Alpha Investments first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.55M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Systematic Alpha Investments held 14,854 shares of Chevron worth $3.07M as of Q1 2026.
Systematic Alpha Investments left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.11% of Systematic Alpha Investments's portfolio in Q1 2026, its #67 holding.
Systematic Alpha Investments first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
Systematic Alpha Investments's Chevron position peaked at $3.55M in Q4 2022.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.