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Torray Investment Partners’s Chevron CVX Stock Holding History

Torray Investment Partners’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 		$27.9M Sell
135,085
-9,363
-6% -$1.71M 4.1% 4
2025
Q4 		$22M Buy
144,448
+13,654
+10% +$2.08M 3.15% 7
2025
Q3 		$20.3M Buy
130,794
+4,349
+3% +$674K 2.76% 11
2025
Q2 		$18.1M Buy
+126,445
New +$17.8M 2.63% 12
2014
Q4 		– Sell
-1,950
Closed -$233K – 67
2014
Q3 		$233K Buy
1,950
+150
+8% +$19.1K 0.02% 80
2014
Q2 		$235K Hold
1,800
– – 0.02% 85
2014
Q1 		$214K Hold
1,800
– – 0.04% 84
2013
Q4 		$225K Hold
1,800
– – 0.05% 72
2013
Q3 		$219K Hold
1,800
– – 0.05% 71
2013
Q2 		$213K Buy
+1,800
New +$218K 0.05% 73

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

Torray Investment Partners's CVX Position: Q1 2026 in Review

Torray Investment Partners reduced its Chevron (CVX) stake by 6.5% in Q1 2026, selling an estimated $1.71M and leaving 135,085 shares worth $27.9M. The position accounts for 4.1% of the portfolio, ranked #4.

Torray Investment Partners first reported a position in CVX in Q2 2013 and has held it in 10 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Torray Investment Partners held 135,085 shares of Chevron worth $27.9M as of Q1 2026.
  • Torray Investment Partners sold 9,363 Chevron shares in Q1 2026, an estimated $1.71M.
  • Chevron made up 4.1% of Torray Investment Partners's portfolio in Q1 2026, its #4 holding.
  • Torray Investment Partners first reported a position in Chevron in Q2 2013 and has held it in 10 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Torray Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.