Vontobel Holding’s Chevron CVX Stock Holding History

Vontobel Holding’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
2025 Q3	–	Sell	-10,000	Closed	-$1.43M	–	1366
2025 Q2	$1.43M	Buy	+10,000	New	+$1.41M	﹤0.01%	584

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vontobel Holding's CVX Position: Q1 2026 in Review

Vontobel Holding increased its Chevron (CVX) stake by 42% in Q1 2026, buying an estimated $7.87M and bringing the position to 147,106 shares worth $30.4M. The position accounts for 0.1% of the portfolio, ranked #166.

Vontobel Holding first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Vontobel Holding held 147,106 shares of Chevron worth $30.4M as of Q1 2026.
Vontobel Holding bought 43,149 Chevron shares in Q1 2026, an estimated $7.87M.
Chevron made up 0.1% of Vontobel Holding's portfolio in Q1 2026, its #166 holding.
Vontobel Holding first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.