AO
CVX icon

Advisor OS’s Chevron CVX Stock Holding History

Advisor OS’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 		$1.96M Buy
9,477
+5
+0.1% +$912 0.14% 107
2025
Q4 		$1.44M Buy
9,472
+1,682
+22% +$256K 0.12% 119
2025
Q3 		$1.21M Buy
7,790
+1,455
+23% +$225K 0.1% 131
2025
Q2 		$907K Buy
6,335
+253
+4% +$35.7K 0.09% 164
2025
Q1 		$1.02M Buy
6,082
+1,116
+22% +$175K 0.12% 123
2024
Q4 		$719K Buy
4,966
+945
+24% +$145K 0.08% 163
2024
Q3 		$592K Sell
4,021
-800
-17% -$119K 0.06% 232
2024
Q2 		$754K Sell
4,821
-550
-10% -$87.7K 0.08% 193
2024
Q1 		$847K Buy
5,371
+640
+14% +$96.6K 0.1% 186
2023
Q4 		$706K Buy
4,731
+448
+10% +$67.8K 0.09% 173
2023
Q3 		$722K Buy
4,283
+158
+4% +$25.5K 0.11% 166
2023
Q2 		$649K Buy
4,125
+2,277
+123% +$365K 0.11% 177
2023
Q1 		$301K Sell
1,848
-61
-3% -$10.2K 0.07% 192
2022
Q4 		$343K Buy
+1,909
New +$333K 0.09% 172

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

Advisor OS's CVX Position: Q1 2026 in Review

Advisor OS increased its Chevron (CVX) stake by 0.05% in Q1 2026, buying an estimated $912 and bringing the position to 9,477 shares worth $1.96M. The position accounts for 0.14% of the portfolio, ranked #107.

Advisor OS first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Advisor OS held 9,477 shares of Chevron worth $1.96M as of Q1 2026.
  • Advisor OS bought 5 Chevron shares in Q1 2026, an estimated $912.
  • Chevron made up 0.14% of Advisor OS's portfolio in Q1 2026, its #107 holding.
  • Advisor OS first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.