YDMI
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Y.D. More Investments’s Chevron CVX Stock Holding History

Y.D. More Investments’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 		$2.29M Sell
11,007
-130
-1% -$23.7K 0.09% 75
2025
Q4 		$1.7M Sell
11,137
-9,547
-46% -$1.45M 0.08% 95
2025
Q3 		$3.21M Buy
20,684
+1,134
+6% +$176K 0.18% 65
2025
Q2 		$2.8M Sell
19,550
-220
-1% -$31K 0.19% 68
2025
Q1 		$3.31M Sell
19,770
-48
-0.2% -$7.51K 0.29% 51
2024
Q4 		$2.87M Buy
19,818
+747
+4% +$114K 0.26% 59
2024
Q3 		$2.81M Buy
19,071
+5,228
+38% +$778K 0.29% 59
2024
Q2 		$2.16M Buy
13,843
+2,017
+17% +$322K 0.22% 68
2024
Q1 		$1.86M Buy
11,826
+1,631
+16% +$246K 0.33% 60
2023
Q4 		$1.52M Buy
10,195
+9,994
+4,972% +$1.51M 0.29% 61
2023
Q3 		$33.9K Hold
201
– – 0.01% 263
2023
Q2 		$31.6K Sell
201
-53
-21% -$8.5K 0.01% 245
2023
Q1 		$41.4K Sell
254
-60
-19% -$10.1K 0.01% 223
2022
Q4 		$56K Buy
+314
New +$54.8K 0.01% 245

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

Y.D. More Investments's CVX Position: Q1 2026 in Review

Y.D. More Investments reduced its Chevron (CVX) stake by 1.2% in Q1 2026, selling an estimated $23.7K and leaving 11,007 shares worth $2.29M. The position accounts for 0.09% of the portfolio, ranked #75.

Y.D. More Investments first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.31M in Q1 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Y.D. More Investments held 11,007 shares of Chevron worth $2.29M as of Q1 2026.
  • Y.D. More Investments sold 130 Chevron shares in Q1 2026, an estimated $23.7K.
  • Chevron made up 0.09% of Y.D. More Investments's portfolio in Q1 2026, its #75 holding.
  • Y.D. More Investments first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Y.D. More Investments's Chevron position peaked at $3.31M in Q1 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.