WC
CVX icon

Waterloo Capital’s Chevron CVX Stock Holding History

Waterloo Capital’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 		$2.17M Buy
10,489
+1,526
+17% +$278K 0.15% 133
2025
Q4 		$1.37M Sell
8,963
-911
-9% -$139K 0.1% 176
2025
Q3 		$1.53M Buy
9,874
+1,876
+23% +$291K 0.11% 164
2025
Q2 		$1.15M Sell
7,998
-398
-5% -$56.1K 0.09% 170
2025
Q1 		$1.4M Buy
8,396
+1,522
+22% +$238K 0.13% 149
2024
Q4 		$996K Buy
6,874
+1,640
+31% +$251K 0.1% 161
2024
Q3 		$771K Sell
5,234
-2,308
-31% -$344K 0.08% 184
2024
Q2 		$1.18M Buy
7,542
+300
+4% +$47.8K 0.14% 138
2024
Q1 		$1.14M Buy
7,242
+964
+15% +$145K 0.15% 134
2023
Q4 		$936K Buy
6,278
+2,982
+90% +$451K 0.15% 143
2023
Q3 		$556K Buy
3,296
+1,431
+77% +$231K 0.16% 95
2023
Q2 		$294K Sell
1,865
-809
-30% -$130K 0.09% 137
2023
Q1 		$436K Buy
+2,674
New +$448K 0.13% 93
2020
Q1 		$224K Buy
+3,091
New +$305K 0.16% 135

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

Waterloo Capital's CVX Position: Q1 2026 in Review

Waterloo Capital increased its Chevron (CVX) stake by 17% in Q1 2026, buying an estimated $278K and bringing the position to 10,489 shares worth $2.17M. The position accounts for 0.15% of the portfolio, ranked #133.

Waterloo Capital first reported a position in CVX in Q1 2020 and has held it in 14 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Waterloo Capital held 10,489 shares of Chevron worth $2.17M as of Q1 2026.
  • Waterloo Capital bought 1,526 Chevron shares in Q1 2026, an estimated $278K.
  • Chevron made up 0.15% of Waterloo Capital's portfolio in Q1 2026, its #133 holding.
  • Waterloo Capital first reported a position in Chevron in Q1 2020 and has held it in 14 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.