AAG
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Accordant Advisory Group’s Chevron CVX Stock Holding History

Accordant Advisory 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 		$139K Buy
671
+300
+81% +$54.7K 0.09% 53
2025
Q4 		$56.5K Buy
371
+3
+0.8% +$457 0.04% 78
2025
Q3 		$57.1K Hold
368
– – 0.04% 83
2025
Q2 		$52.7K Sell
368
-14,426
-98% -$2.03M 0.04% 79
2025
Q1 		$2.47M Sell
14,794
-376
-2% -$58.9K 2.42% 17
2024
Q4 		$2.2M Sell
15,170
-81
-0.5% -$12.4K 2.12% 15
2024
Q3 		$2.25M Buy
15,251
+435
+3% +$64.7K 1.79% 18
2024
Q2 		$2.32M Sell
14,816
-267
-2% -$42.6K 2.19% 15
2024
Q1 		$2.38M Buy
+15,083
New +$2.28M 1.78% 17

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

Accordant Advisory Group's CVX Position: Q1 2026 in Review

Accordant Advisory Group increased its Chevron (CVX) stake by 81% in Q1 2026, buying an estimated $54.7K and bringing the position to 671 shares worth $139K. The position accounts for 0.09% of the portfolio, ranked #53.

Accordant Advisory Group first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.47M in Q1 2025. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Accordant Advisory Group held 671 shares of Chevron worth $139K as of Q1 2026.
  • Accordant Advisory Group bought 300 Chevron shares in Q1 2026, an estimated $54.7K.
  • Chevron made up 0.09% of Accordant Advisory Group's portfolio in Q1 2026, its #53 holding.
  • Accordant Advisory Group first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's Chevron position peaked at $2.47M in Q1 2025.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.