WCM
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Wallace Capital Management’s Chevron CVX Stock Holding History

Wallace 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 		$455K Sell
2,200
-65
-3% -$11.9K 0.05% 51
2025
Q4 		$345K Sell
2,265
-1,255
-36% -$191K 0.04% 59
2025
Q3 		$547K Sell
3,520
-3,299
-48% -$511K 0.07% 48
2025
Q2 		$976K Sell
6,819
-1,410
-17% -$199K 0.13% 36
2025
Q1 		$1.38M Hold
8,229
– – 0.18% 33
2024
Q4 		$1.19M Hold
8,229
– – 0.16% 35
2024
Q3 		$1.21M Buy
8,229
+65
+0.8% +$9.68K 0.16% 38
2024
Q2 		$1.28M Hold
8,164
– – 0.19% 36
2024
Q1 		$1.29M Buy
+8,164
New +$1.23M 0.18% 35

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

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

Wallace Capital Management reduced its Chevron (CVX) stake by 2.9% in Q1 2026, selling an estimated $11.9K and leaving 2,200 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #51.

Wallace Capital Management first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q1 2025. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wallace Capital Management held 2,200 shares of Chevron worth $455K as of Q1 2026.
  • Wallace Capital Management sold 65 Chevron shares in Q1 2026, an estimated $11.9K.
  • Chevron made up 0.05% of Wallace Capital Management's portfolio in Q1 2026, its #51 holding.
  • Wallace Capital Management first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • Wallace Capital Management's Chevron position peaked at $1.38M in Q1 2025.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wallace Capital Management's 13F filing for Q1 2026, filed 15 May 2026.