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von Borstel & Associates’s Chevron CVX Stock Holding History

von Borstel & Associates’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 		$1.13M Buy
5,463
+50
+0.9% +$9.12K 0.26% 17
2025
Q4 		$824K Sell
5,413
-3,893
-42% -$593K 0.19% 19
2025
Q3 		$1.45M Buy
9,306
+3,961
+74% +$613K 0.22% 52
2025
Q2 		$807K Sell
5,345
-910
-15% -$128K 0.21% 17
2025
Q1 		$1.05M Sell
6,255
-352
-5% -$55.1K 0.31% 14
2024
Q4 		$957K Buy
6,607
+331
+5% +$50.7K 0.37% 16
2024
Q3 		$924K Buy
+6,276
New +$934K 0.52% 16

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

von Borstel & Associates's CVX Position: Q1 2026 in Review

von Borstel & Associates increased its Chevron (CVX) stake by 0.92% in Q1 2026, buying an estimated $9.12K and bringing the position to 5,463 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #17.

von Borstel & Associates first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q3 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • von Borstel & Associates held 5,463 shares of Chevron worth $1.13M as of Q1 2026.
  • von Borstel & Associates bought 50 Chevron shares in Q1 2026, an estimated $9.12K.
  • Chevron made up 0.26% of von Borstel & Associates's portfolio in Q1 2026, its #17 holding.
  • von Borstel & Associates first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • von Borstel & Associates's Chevron position peaked at $1.45M in Q3 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.