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ABLE Financial Group’s Chevron CVX Stock Holding History

ABLE Financial Group’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 		$1.36M Sell
6,584
-360
-5% -$65.6K 0.27% 71
2025
Q4 		$1.06M Sell
6,944
-1
-0% -$152 0.22% 79
2025
Q3 		$1.08M Buy
6,945
+172
+3% +$26.6K 0.23% 76
2025
Q2 		$970K Buy
6,773
+185
+3% +$26.1K 0.23% 80
2025
Q1 		$1.1M Sell
6,588
-250
-4% -$39.1K 0.31% 61
2024
Q4 		$990K Sell
6,838
-351
-5% -$53.7K 0.29% 64
2024
Q3 		$1.06M Sell
7,189
-297
-4% -$44.2K 0.33% 54
2024
Q2 		$1.17M Sell
7,486
-18
-0.2% -$2.87K 0.42% 46
2024
Q1 		$1.18M Sell
7,504
-90
-1% -$13.6K 0.46% 44
2023
Q4 		$1.13M Sell
7,594
-62
-0.8% -$9.38K 0.49% 42
2023
Q3 		$1.29M Sell
7,656
-598
-7% -$96.6K 0.65% 26
2023
Q2 		$1.3M Buy
8,254
+625
+8% +$100K 0.67% 32
2023
Q1 		$1.24M Buy
+7,629
New +$1.28M 0.81% 31

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

ABLE Financial Group's CVX Position: Q1 2026 in Review

ABLE Financial Group reduced its Chevron (CVX) stake by 5.2% in Q1 2026, selling an estimated $65.6K and leaving 6,584 shares worth $1.36M. The position accounts for 0.27% of the portfolio, ranked #71.

ABLE Financial Group first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • ABLE Financial Group held 6,584 shares of Chevron worth $1.36M as of Q1 2026.
  • ABLE Financial Group sold 360 Chevron shares in Q1 2026, an estimated $65.6K.
  • Chevron made up 0.27% of ABLE Financial Group's portfolio in Q1 2026, its #71 holding.
  • ABLE Financial Group first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.