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Towercrest Capital Management’s Chevron CVX Stock Holding History

Towercrest Capital 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 		$553K Buy
2,674
+176
+7% +$32.1K 0.09% 67
2025
Q4 		$381K Hold
2,498
– – 0.06% 76
2025
Q3 		$388K Buy
2,498
+98
+4% +$15.2K 0.06% 77
2025
Q2 		$344K Hold
2,400
– – 0.06% 74
2025
Q1 		$401K Sell
2,400
-205
-8% -$32.1K 0.08% 69
2024
Q4 		$377K Sell
2,605
-30
-1% -$4.59K 0.06% 79
2024
Q3 		$388K Hold
2,635
– – 0.06% 82
2024
Q2 		$412K Hold
2,635
– – 0.07% 80
2024
Q1 		$416K Sell
2,635
-126
-5% -$19K 0.07% 80
2023
Q4 		$412K Sell
2,761
-19
-0.7% -$2.87K 0.07% 76
2023
Q3 		$469K Buy
2,780
+29
+1% +$4.68K 0.09% 64
2023
Q2 		$433K Buy
2,751
+225
+9% +$36.1K 0.08% 68
2023
Q1 		$412K Hold
2,526
– – 0.09% 65
2022
Q4 		$453K Buy
2,526
+76
+3% +$13.3K 0.1% 62
2022
Q3 		$352K Hold
2,450
– – 0.08% 64
2022
Q2 		$355K Hold
2,450
– – 0.08% 65
2022
Q1 		$399K Hold
2,450
– – 0.08% 67
2021
Q4 		$288K Hold
2,450
– – 0.05% 78
2021
Q3 		$249K Hold
2,450
– – 0.05% 87
2021
Q2 		$257K Buy
2,450
+24
+1% +$2.53K 0.05% 80
2021
Q1 		$254K Sell
2,426
-23
-0.9% -$2.25K 0.05% 78
2020
Q4 		$207K Buy
+2,449
New +$198K 0.05% 84

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

Towercrest Capital Management's CVX Position: Q1 2026 in Review

Towercrest Capital Management increased its Chevron (CVX) stake by 7% in Q1 2026, buying an estimated $32.1K and bringing the position to 2,674 shares worth $553K. The position accounts for 0.09% of the portfolio, ranked #67.

Towercrest Capital Management first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Towercrest Capital Management held 2,674 shares of Chevron worth $553K as of Q1 2026.
  • Towercrest Capital Management bought 176 Chevron shares in Q1 2026, an estimated $32.1K.
  • Chevron made up 0.09% of Towercrest Capital Management's portfolio in Q1 2026, its #67 holding.
  • Towercrest Capital Management first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.