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Accuvest Global Advisors’s Chevron CVX Stock Holding History

Accuvest Global Advisors’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 		$340K Buy
1,641
+231
+16% +$42.1K 0.32% 42
2025
Q4 		$215K Sell
1,410
-250
-15% -$38.1K 0.16% 69
2025
Q3 		$258K Buy
1,660
+65
+4% +$10.1K 0.16% 59
2025
Q2 		$228K Sell
1,595
-1,930
-55% -$272K 0.15% 66
2025
Q1 		$590K Buy
+3,525
New +$552K 0.5% 33
2024
Q4 		– Sell
-2,622
Closed -$567K – 32
2024
Q3 		$567K Buy
+2,622
New +$390K 0.49% 34
2024
Q2 		– Sell
-3,951
Closed -$623K – 38
2024
Q1 		$623K Buy
3,951
+953
+32% +$144K 0.27% 63
2023
Q4 		$447K Sell
2,998
-348
-10% -$52.6K 0.48% 37
2023
Q3 		$564K Sell
3,346
-39
-1% -$6.3K 0.31% 56
2023
Q2 		$533K Sell
3,385
-111
-3% -$17.8K 0.27% 72
2023
Q1 		$570K Sell
3,496
-16,462
-82% -$2.76M 0.26% 59
2022
Q4 		$3.58M Buy
19,958
+1,510
+8% +$264K 1.19% 24
2022
Q3 		$2.65M Buy
18,448
+14,605
+380% +$2.23M 1.81% 15
2022
Q2 		$556K Sell
3,843
-351
-8% -$58K 0.36% 60
2022
Q1 		$683K Sell
4,194
-648
-13% -$92.9K 0.34% 55
2021
Q4 		$568K Buy
4,842
+877
+22% +$99.6K 0.25% 68
2021
Q3 		$402K Buy
+3,965
New +$395K 0.19% 80
2020
Q1 		– Sell
-112
Closed -$13K – 53
2019
Q4 		$13K Buy
112
+12
+12% +$1.41K 0.03% 43
2019
Q3 		$12K Sell
100
-3,124
-97% -$379K 0.02% 53
2019
Q2 		$401K Sell
3,224
-7,623
-70% -$922K 0.23% 78
2019
Q1 		$1.34M Buy
10,847
+4,682
+76% +$554K 0.72% 39
2018
Q4 		$671K Buy
+6,165
New +$714K 0.35% 51

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 $336B AUM 34.66% 1-Year Est. Return

Accuvest Global Advisors's CVX Position: Q1 2026 in Review

Accuvest Global Advisors increased its Chevron (CVX) stake by 16% in Q1 2026, buying an estimated $42.1K and bringing the position to 1,641 shares worth $340K. The position accounts for 0.32% of the portfolio, ranked #42.

Accuvest Global Advisors first reported a position in CVX in Q4 2018 and has held it in 22 quarters since. The position peaked at $3.58M in Q4 2022. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Accuvest Global Advisors held 1,641 shares of Chevron worth $340K as of Q1 2026.
  • Accuvest Global Advisors bought 231 Chevron shares in Q1 2026, an estimated $42.1K.
  • Chevron made up 0.32% of Accuvest Global Advisors's portfolio in Q1 2026, its #42 holding.
  • Accuvest Global Advisors first reported a position in Chevron in Q4 2018 and has held it in 22 quarters since.
  • Accuvest Global Advisors's Chevron position peaked at $3.58M in Q4 2022.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Accuvest Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.