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Tacita Capital’s Chevron CVX Stock Holding History

Tacita Capital’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 		$66K Hold
319
– – 0.04% 128
2025
Q4 		$48.6K Hold
319
– – 0.03% 143
2025
Q3 		$49.5K Hold
319
– – 0.03% 143
2025
Q2 		$45.7K Sell
319
-132
-29% -$18.6K 0.03% 143
2025
Q1 		$75.4K Hold
451
– – 0.05% 108
2024
Q4 		$65.3K Sell
451
-3
-0.7% -$459 0.05% 115
2024
Q3 		$66.9K Buy
454
+65
+17% +$9.68K 0.04% 132
2024
Q2 		$60.8K Sell
389
-70
-15% -$11.2K 0.04% 136
2024
Q1 		$72.4K Buy
459
+55
+14% +$8.3K 0.05% 121
2023
Q4 		$60.3K Buy
+404
New +$61.1K 0.04% 128
2021
Q1 		– Sell
-520
Closed -$44K – 196
2020
Q4 		$44K Buy
+520
New +$42.1K 0.03% 156

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

Tacita Capital's CVX Position: Q1 2026 in Review

Tacita Capital held its Chevron (CVX) position steady in Q1 2026 at 319 shares worth $66K. The position accounts for 0.04% of the portfolio, ranked #128.

Tacita Capital first reported a position in CVX in Q4 2020 and has held it in 11 quarters since. The position peaked at $75.4K in Q1 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Tacita Capital held 319 shares of Chevron worth $66K as of Q1 2026.
  • Tacita Capital left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.04% of Tacita Capital's portfolio in Q1 2026, its #128 holding.
  • Tacita Capital first reported a position in Chevron in Q4 2020 and has held it in 11 quarters since.
  • Tacita Capital's Chevron position peaked at $75.4K in Q1 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.