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Advisor Resource Council’s Chevron CVX Stock Holding History

Advisor Resource Council’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
2022
Q3 		– Sell
-800
Closed -$10K – 222
2022
Q2 		$10K Buy
+800
New +$132K ﹤0.01% 522

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 Resource Council's CVX Position: Q1 2026 in Review

Advisor Resource Council opened a new position in Chevron (CVX) in Q1 2026: 1,046 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #215 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in CVX as recently as Q1 2025.

Advisor Resource Council first reported a position in CVX in Q2 2021 and has held it in 14 quarters since. The position peaked at $4.16M in Q2 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Advisor Resource Council held 1,046 shares of Chevron worth $216K as of Q1 2026.
  • Chevron was a new Advisor Resource Council position in Q1 2026.
  • Chevron made up 0.07% of Advisor Resource Council's portfolio in Q1 2026, its #215 holding.
  • Advisor Resource Council first reported a position in Chevron in Q2 2021 and has held it in 14 quarters since.
  • Advisor Resource Council's Chevron position peaked at $4.16M in Q2 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.