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Wright Investors Service’s Chevron CVX Stock Holding History

Wright Investors Service’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 		$4.06M Buy
19,614
+12,894
+192% +$2.35M 1.28% 22
2025
Q4 		$1.02M Sell
6,720
-99
-1% -$15.1K 0.31% 76
2025
Q3 		$1.06M Sell
6,819
-440
-6% -$68.1K 0.31% 73
2025
Q2 		$1.04M Buy
7,259
+112
+2% +$15.8K 0.31% 76
2025
Q1 		$1.2M Sell
7,147
-329
-4% -$51.5K 0.4% 63
2024
Q4 		$1.08M Sell
7,476
-6,775
-48% -$1.04M 0.35% 70
2024
Q3 		$2.1M Sell
14,251
-4,113
-22% -$612K 0.55% 53
2024
Q2 		$2.87M Sell
18,364
-4,331
-19% -$691K 0.76% 40
2024
Q1 		$3.58M Buy
22,695
+117
+0.5% +$17.7K 0.91% 33
2023
Q4 		$3.37M Sell
22,578
-3,177
-12% -$480K 0.95% 35
2023
Q3 		$4.34M Buy
25,755
+94
+0.4% +$15.2K 1.26% 22
2023
Q2 		$4.04M Buy
25,661
+2,590
+11% +$415K 1.14% 21
2023
Q1 		$3.76M Sell
23,071
-373
-2% -$62.5K 1.07% 27
2022
Q4 		$4.21M Buy
23,444
+644
+3% +$112K 1.21% 23
2022
Q3 		$3.28M Sell
22,800
-1,744
-7% -$266K 1.03% 31
2022
Q2 		$3.55M Sell
24,544
-13,241
-35% -$2.19M 1.02% 28
2022
Q1 		$6.15M Buy
37,785
+292
+0.8% +$41.9K 1.53% 16
2021
Q4 		$4.4M Buy
37,493
+1,052
+3% +$119K 1.11% 27
2021
Q3 		$3.7M Sell
36,441
-20,804
-36% -$2.08M 1.05% 31
2021
Q2 		$6M Buy
57,245
+4,885
+9% +$516K 1.63% 11
2021
Q1 		$5.49M Buy
52,360
+29,508
+129% +$2.88M 1.66% 13
2020
Q4 		$1.93M Sell
22,852
-3,738
-14% -$303K 0.66% 50
2020
Q3 		$1.92M Buy
26,590
+4,552
+21% +$383K 0.68% 45
2020
Q2 		$1.97M Sell
22,038
-1,174
-5% -$105K 0.75% 39
2020
Q1 		$1.68M Sell
23,212
-9,847
-30% -$973K 0.72% 40
2019
Q4 		$3.98M Buy
33,059
+1,445
+5% +$170K 1.36% 20
2019
Q3 		$3.75M Buy
31,614
+10,183
+48% +$1.24M 1.35% 20
2019
Q2 		$2.67M Buy
21,431
+4,895
+30% +$592K 1.02% 31
2019
Q1 		$2.04M Buy
16,536
+6,645
+67% +$786K 0.82% 39
2018
Q4 		$1.08M Buy
9,891
+7,499
+314% +$869K 0.46% 63
2018
Q3 		$293K Buy
2,392
+19
+0.8% +$2.31K 0.11% 132
2018
Q2 		$300K Buy
+2,373
New +$295K 0.12% 130
2016
Q1 		– Sell
-14,295
Closed -$1.29M – 225
2015
Q4 		$1.29M Buy
+14,295
New +$1.29M 0.47% 68
2015
Q3 		– Sell
-2,149
Closed -$207K – 218
2015
Q2 		$207K Sell
2,149
-990
-32% -$104K 0.1% 202
2015
Q1 		$330K Sell
3,139
-1,454
-32% -$155K 0.16% 171
2014
Q4 		$515K Sell
4,593
-900
-16% -$102K 0.25% 128
2014
Q3 		$655K Buy
5,493
+330
+6% +$42.1K 0.32% 98
2014
Q2 		$674K Buy
5,163
+998
+24% +$124K 0.3% 110
2014
Q1 		$495K Sell
4,165
-4,007
-49% -$466K 0.22% 142
2013
Q4 		$1.02M Sell
8,172
-8,984
-52% -$1.09M 0.45% 69
2013
Q3 		$2.08M Sell
17,156
-380
-2% -$46.7K 0.94% 28
2013
Q2 		$2.08M Buy
+17,536
New +$2.12M 0.98% 26

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

Wright Investors Service's CVX Position: Q1 2026 in Review

Wright Investors Service increased its Chevron (CVX) stake by 192% in Q1 2026, buying an estimated $2.35M and bringing the position to 19,614 shares worth $4.06M. The position accounts for 1.28% of the portfolio, ranked #22.

Wright Investors Service first reported a position in CVX in Q2 2013 and has held it in 42 quarters since. The position peaked at $6.15M in Q1 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wright Investors Service held 19,614 shares of Chevron worth $4.06M as of Q1 2026.
  • Wright Investors Service bought 12,894 Chevron shares in Q1 2026, an estimated $2.35M.
  • Chevron made up 1.28% of Wright Investors Service's portfolio in Q1 2026, its #22 holding.
  • Wright Investors Service first reported a position in Chevron in Q2 2013 and has held it in 42 quarters since.
  • Wright Investors Service's Chevron position peaked at $6.15M in Q1 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.