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AdvisorShares Investments’s Chevron CVX Stock Holding History

AdvisorShares Investments’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 		$480K Buy
+2,320
New +$423K 0.09% 145
2025
Q3 		– Sell
-3,318
Closed -$475K – 312
2025
Q2 		$475K Buy
3,318
+718
+28% +$101K 0.09% 118
2025
Q1 		$438K Buy
+2,600
New +$407K 0.09% 155
2024
Q4 		– Sell
-3,179
Closed -$468K – 281
2024
Q3 		$468K Buy
3,179
+79
+3% +$11.8K 0.09% 154
2024
Q2 		$485K Buy
+3,100
New +$494K 0.08% 120
2023
Q2 		– Sell
-2,414
Closed -$394K – 274
2023
Q1 		$394K Sell
2,414
-27
-1% -$4.53K 0.12% 127
2022
Q4 		$438K Sell
2,441
-582
-19% -$102K 0.12% 100
2022
Q3 		$434K Buy
+3,023
New +$461K 0.12% 131

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

AdvisorShares Investments's CVX Position: Q1 2026 in Review

AdvisorShares Investments opened a new position in Chevron (CVX) in Q1 2026: 2,320 shares worth $480K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings. This is a return to the name: AdvisorShares Investments previously reported a position in CVX as recently as Q2 2025.

AdvisorShares Investments first reported a position in CVX in Q3 2022 and has held it in 8 quarters since. The position peaked at $485K in Q2 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • AdvisorShares Investments held 2,320 shares of Chevron worth $480K as of Q1 2026.
  • Chevron was a new AdvisorShares Investments position in Q1 2026.
  • Chevron made up 0.09% of AdvisorShares Investments's portfolio in Q1 2026, its #145 holding.
  • AdvisorShares Investments first reported a position in Chevron in Q3 2022 and has held it in 8 quarters since.
  • AdvisorShares Investments's Chevron position peaked at $485K in Q2 2024.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.