WCM
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Winthrop Capital Management’s Chevron CVX Stock Holding History

Winthrop 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 		$1.17M Buy
5,673
+168
+3% +$30.6K 0.3% 64
2025
Q4 		$839K Sell
5,505
-556
-9% -$84.7K 0.2% 80
2025
Q3 		$941K Buy
6,061
+277
+5% +$42.9K 0.23% 70
2025
Q2 		$828K Sell
5,784
-602
-9% -$84.9K 0.21% 77
2025
Q1 		$1.07M Buy
6,386
+159
+3% +$24.9K 0.29% 68
2024
Q4 		$891K Buy
+6,227
New +$953K 0.24% 77
2024
Q1 		– Sell
-5,668
Closed -$845K – 180
2023
Q4 		$845K Buy
+5,668
New +$857K 0.28% 76

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 $336B AUM 34.66% 1-Year Est. Return

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

Winthrop Capital Management increased its Chevron (CVX) stake by 3.1% in Q1 2026, buying an estimated $30.6K and bringing the position to 5,673 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #64.

Winthrop Capital Management first reported a position in CVX in Q4 2023 and has held it in 7 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Winthrop Capital Management held 5,673 shares of Chevron worth $1.17M as of Q1 2026.
  • Winthrop Capital Management bought 168 Chevron shares in Q1 2026, an estimated $30.6K.
  • Chevron made up 0.3% of Winthrop Capital Management's portfolio in Q1 2026, its #64 holding.
  • Winthrop Capital Management first reported a position in Chevron in Q4 2023 and has held it in 7 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.