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User

Robert Torray

Torray Fund

Torray Fund Chevron Corp stake

total: 71

Torray Fund CVX trades

Total transactions:
4
New positions:
1
Added:
2
Reduced:
1
Held since:
2025 Q2
Held for:
4 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Torray Fund holds 100,000 Chevron Corp (CVX) shares with a market value of roughly $18.68M accounting for 5.47% of the overall portfolio. To date, the estimated cost basis is nearly $144.07 for "buy" trades and estimated average "sell" price is $186.76. Torray Fund first purchased CVX in 2025 Q2, initially acquiring 69,985 shares. Since the initial investment in Chevron Corp (CVX), Torray Fund has made 3 more transactions.

How many CVX shares does Torray Fund currently hold?

According to 2026 Q1 report, Torray Fund holds 100,000 shares of Chevron Corp (CVX), valued at around $18.68M.

When did Torray Fund buy Chevron Corp (CVX)?

Torray Fund first invested in Chevron Corp (CVX) in 2025 Q2 at the reported quarter-end price of $136.70 per share.

What's the cost basis of Torray Fund's CVX stake?

The estimated cost basis for Chevron Corp (CVX) stake is around $144.07 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$144.07
Weighted AVG sell price:
$186.76

Torray Fund's historical trades in Chevron Corp

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
5.47%
100,000
$186.76
$18,676,000
-9.09% (-10,000)
-0.52%
2025 Q4
4.65%
110,000
$151.13
$16,624,300
+16.30% (+15,415)
+0.65%
2025 Q3
4.20%
94,585
$160.60
$15,190,351
+35.15% (+24,600)
+1.09%
2025 Q2
2.89%
69,985
$136.70
$9,566,950
new
+2.89%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.