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Advyzon Investment Management’s Chevron CVX Stock Holding History

Advyzon Investment Management’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 		$3.5M Buy
16,924
+3,145
+23% +$573K 0.31% 75
2025
Q4 		$2.1M Buy
13,779
+6,229
+83% +$949K 0.24% 100
2025
Q3 		$1.17M Buy
7,550
+2,862
+61% +$443K 0.2% 117
2025
Q2 		$671K Buy
4,688
+1,003
+27% +$141K 0.15% 132
2025
Q1 		$616K Sell
3,685
-62
-2% -$9.71K 0.22% 88
2024
Q4 		$543K Buy
+3,747
New +$574K 0.21% 95

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

Advyzon Investment Management's CVX Position: Q1 2026 in Review

Advyzon Investment Management increased its Chevron (CVX) stake by 23% in Q1 2026, buying an estimated $573K and bringing the position to 16,924 shares worth $3.5M. The position accounts for 0.31% of the portfolio, ranked #75.

Advyzon Investment Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Advyzon Investment Management held 16,924 shares of Chevron worth $3.5M as of Q1 2026.
  • Advyzon Investment Management bought 3,145 Chevron shares in Q1 2026, an estimated $573K.
  • Chevron made up 0.31% of Advyzon Investment Management's portfolio in Q1 2026, its #75 holding.
  • Advyzon Investment Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.