Warwick Investment Management’s Chevron CVX Stock Holding History

Warwick Investment 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	$1.4M	Buy	6,766 +303	+5%	+$55.3K	0.2%	47
2025 Q4	$985K	Buy	6,463 +3,157	+95%	+$481K	0.15%	59
2025 Q3	$513K	Buy	3,306 +407	+14%	+$63K	0.09%	77
2025 Q2	$415K	Sell	2,899 -134	-4%	-$18.9K	0.08%	73
2025 Q1	$507K	Buy	+3,033	New	+$475K	0.11%	65
2024 Q3	–	Sell	-2,996	Closed	-$469K	–	97
2024 Q2	$469K	Buy	2,996 +127	+4%	+$20.3K	0.11%	62
2024 Q1	$452K	Buy	2,869 +531	+23%	+$80.1K	0.11%	61
2023 Q4	$349K	Buy	+2,338	New	+$354K	0.1%	55
2023 Q1	–	Sell	-1,720	Closed	-$309K	–	73
2022 Q4	$309K	Buy	1,720 +2	+0.1%	+$349	0.13%	67
2022 Q3	$247K	Buy	1,718 +2	+0.1%	+$305	0.15%	36
2022 Q2	$248K	Buy	1,716 +2	+0.1%	+$331	0.12%	44
2022 Q1	$279K	Buy	+1,714	New	+$246K	0.12%	43

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

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

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

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