Terra Nova Asset Management’s Chevron CVX Stock Holding History

Terra Nova Asset 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	$360K	Hold	1,742	–	–	0.27%	65
2025 Q4	$265K	Hold	1,742	–	–	0.17%	76
2025 Q3	$271K	Hold	1,742	–	–	0.17%	81
2025 Q2	$249K	Hold	1,742	–	–	0.17%	82
2025 Q1	$291K	Hold	1,742	–	–	0.23%	75
2024 Q4	$252K	Sell	1,742 -464	-21%	-$71K	0.19%	82
2024 Q3	$325K	Sell	2,206 -4	-0.2%	-$595	0.24%	75
2024 Q2	$346K	Buy	2,210 +5	+0.2%	+$797	0.27%	68
2024 Q1	$348K	Sell	2,205 -4	-0.2%	-$604	0.28%	70
2023 Q4	$330K	Sell	2,209 -2,723	-55%	-$412K	0.29%	63
2023 Q3	$776K	Hold	4,932	–	–	0.71%	53
2023 Q2	$776K	Sell	4,932 -2,962	-38%	-$475K	0.71%	53
2023 Q1	$1.29M	Buy	7,894 +14	+0.2%	+$2.35K	1.26%	35
2022 Q4	$1.41M	Sell	7,880 -328	-4%	-$57.2K	1.48%	29
2022 Q3	$1.18M	Buy	8,208 +246	+3%	+$37.5K	1.29%	33
2022 Q2	$1.15M	Buy	7,962 +6,027	+311%	+$996K	1.28%	34
2022 Q1	$315K	Buy	1,935 +159	+9%	+$22.8K	0.29%	63
2021 Q4	$208K	Buy	+1,776	New	+$202K	0.16%	88
2017 Q1	–	Sell	-2,030	Closed	-$239K	–	66
2016 Q4	$239K	Buy	+2,030	New	+$221K	0.48%	62

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

Terra Nova Asset Management's CVX Position: Q1 2026 in Review

Terra Nova Asset Management held its Chevron (CVX) position steady in Q1 2026 at 1,742 shares worth $360K. The position accounts for 0.27% of the portfolio, ranked #65.

Terra Nova Asset Management first reported a position in CVX in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.41M in Q4 2022. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Terra Nova Asset Management held 1,742 shares of Chevron worth $360K as of Q1 2026.
Terra Nova Asset Management left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.27% of Terra Nova Asset Management's portfolio in Q1 2026, its #65 holding.
Terra Nova Asset Management first reported a position in Chevron in Q4 2016 and has held it in 19 quarters since.
Terra Nova Asset Management's Chevron position peaked at $1.41M in Q4 2022.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.