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Vise Technologies’s Chevron CVX Stock Holding History

Vise Technologies’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 		$10.2M Hold
66,839
– – 0.2% 89
2025
Q4 		$10.2M Buy
66,839
+25,481
+62% +$3.88M 0.2% 89
2025
Q3 		$6.42M Sell
41,358
-10,809
-21% -$1.67M 0.24% 82
2025
Q2 		$7.47M Buy
+52,167
New +$7.35M 0.31% 64
2024
Q4 		$3.8M Buy
26,259
+9,693
+59% +$1.48M 0.32% 59
2024
Q3 		$2.44M Buy
16,566
+1,536
+10% +$229K 0.31% 72
2024
Q2 		$2.35M Buy
15,030
+4,079
+37% +$650K 0.41% 55
2024
Q1 		$1.73M Buy
10,951
+999
+10% +$151K 0.34% 69
2023
Q4 		$1.48M Sell
9,952
-1,784
-15% -$270K 0.32% 80
2023
Q3 		$1.98M Buy
11,736
+731
+7% +$118K 0.49% 48
2023
Q2 		$1.73M Sell
11,005
-345
-3% -$55.3K 0.42% 53
2023
Q1 		$1.85M Buy
11,350
+2,355
+26% +$395K 0.49% 46
2022
Q4 		$1.61M Buy
8,995
+1,696
+23% +$296K 0.51% 43
2022
Q3 		$1.05M Buy
7,299
+710
+11% +$108K 0.4% 52
2022
Q2 		$954K Buy
6,589
+1,755
+36% +$290K 0.37% 62
2022
Q1 		$787K Buy
+4,834
New +$693K 0.3% 85

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

Vise Technologies's CVX Position: Q1 2026 in Review

Vise Technologies held its Chevron (CVX) position steady in Q1 2026 at 66,839 shares worth $10.2M. The position accounts for 0.2% of the portfolio, ranked #89.

Vise Technologies first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Vise Technologies held 66,839 shares of Chevron worth $10.2M as of Q1 2026.
  • Vise Technologies left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.2% of Vise Technologies's portfolio in Q1 2026, its #89 holding.
  • Vise Technologies first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.