VAM
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Verity Asset Management’s Chevron CVX Stock Holding History

Verity 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 		$818K Buy
3,954
+141
+4% +$25.7K 0.34% 83
2025
Q4 		$581K Sell
3,813
-3,209
-46% -$489K 0.25% 114
2025
Q3 		$1.09M Buy
7,022
+3,501
+99% +$542K 0.36% 73
2025
Q2 		$504K Sell
3,521
-3,787
-52% -$534K 0.24% 104
2025
Q1 		$1.22M Buy
7,308
+3,244
+80% +$508K 0.5% 61
2024
Q4 		$596K Sell
4,064
-4,318
-52% -$661K 0.34% 73
2024
Q3 		$1.24M Sell
8,382
-410
-5% -$61K 0.47% 56
2024
Q2 		$1.38M Buy
8,792
+4,205
+92% +$671K 0.54% 48
2024
Q1 		$724K Buy
4,587
+2
+0% +$302 0.4% 63
2023
Q4 		$684K Buy
4,585
+423
+10% +$64K 0.44% 59
2023
Q3 		$702K Buy
4,162
+170
+4% +$27.5K 0.52% 54
2023
Q2 		$628K Sell
3,992
-5,274
-57% -$846K 0.47% 67
2023
Q1 		$1.51M Buy
9,266
+4,661
+101% +$781K 0.9% 30
2022
Q4 		$827K Buy
4,605
+1,010
+28% +$176K 0.71% 45
2022
Q3 		$516K Buy
+3,595
New +$548K 0.53% 70
2022
Q1 		$831K Buy
5,091
+649
+15% +$93.1K 0.53% 55
2021
Q4 		$521K Buy
4,442
+257
+6% +$29.2K 0.31% 100
2021
Q3 		$425K Sell
4,185
-166
-4% -$16.6K 0.28% 104
2021
Q2 		$456K Buy
4,351
+352
+9% +$37.2K 0.25% 107
2021
Q1 		$419K Buy
3,999
+169
+4% +$16.5K 0.25% 119
2020
Q4 		$323K Buy
3,830
+143
+4% +$11.6K 0.23% 111
2020
Q3 		$265K Buy
+3,687
New +$310K 0.2% 112
2020
Q2 		– Sell
-4,107
Closed -$298K – 131
2020
Q1 		$298K Buy
+4,107
New +$406K 0.38% 85
2017
Q2 		– Sell
-11,224
Closed -$1.21M – 125
2017
Q1 		$1.21M Buy
+11,224
New +$1.26M 1% 25
2015
Q3 		– Sell
-2,346
Closed -$226K – 98
2015
Q2 		$226K Sell
2,346
-400
-15% -$42K 0.2% 77
2015
Q1 		$290K Buy
+2,746
New +$293K 0.28% 44

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

Verity Asset Management's CVX Position: Q1 2026 in Review

Verity Asset Management increased its Chevron (CVX) stake by 3.7% in Q1 2026, buying an estimated $25.7K and bringing the position to 3,954 shares worth $818K. The position accounts for 0.34% of the portfolio, ranked #83.

Verity Asset Management first reported a position in CVX in Q1 2015 and has held it in 26 quarters since. The position peaked at $1.51M in Q1 2023. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Verity Asset Management held 3,954 shares of Chevron worth $818K as of Q1 2026.
  • Verity Asset Management bought 141 Chevron shares in Q1 2026, an estimated $25.7K.
  • Chevron made up 0.34% of Verity Asset Management's portfolio in Q1 2026, its #83 holding.
  • Verity Asset Management first reported a position in Chevron in Q1 2015 and has held it in 26 quarters since.
  • Verity Asset Management's Chevron position peaked at $1.51M in Q1 2023.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.