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Aire Advisors’s Chevron CVX Stock Holding History

Aire 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 		$2.54M Buy
12,282
+316
+3% +$57.6K 0.46% 47
2025
Q4 		$1.82M Buy
11,966
+62
+0.5% +$9.44K 0.33% 57
2025
Q3 		$1.85M Buy
11,904
+30
+0.3% +$4.65K 0.34% 59
2025
Q2 		$1.7M Buy
11,874
+26
+0.2% +$3.67K 0.33% 60
2025
Q1 		$1.98M Sell
11,848
-977
-8% -$153K 0.42% 50
2024
Q4 		$1.86M Buy
12,825
+2,764
+27% +$423K 0.38% 56
2024
Q3 		$1.48M Buy
10,061
+19
+0.2% +$2.83K 0.33% 57
2024
Q2 		$1.57M Sell
10,042
-1,913
-16% -$305K 0.36% 58
2024
Q1 		$1.89M Buy
11,955
+318
+3% +$48K 0.43% 51
2023
Q4 		$1.74M Sell
11,637
-582
-5% -$88K 0.43% 52
2023
Q3 		$2.06M Sell
12,219
-1
-0% -$162 0.55% 40
2023
Q2 		$1.92M Sell
12,220
-21
-0.2% -$3.37K 0.51% 44
2023
Q1 		$2M Sell
12,241
-84
-0.7% -$14.1K 0.56% 40
2022
Q4 		$2.21M Sell
12,325
-799
-6% -$139K 0.68% 35
2022
Q3 		$1.89M Buy
13,124
+1,523
+13% +$232K 0.65% 32
2022
Q2 		$1.68M Buy
11,601
+7,484
+182% +$1.24M 0.6% 31
2022
Q1 		$671K Buy
4,117
+573
+16% +$82.2K 0.24% 60
2021
Q4 		$416K Buy
+3,544
New +$403K 0.18% 73

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

Aire Advisors's CVX Position: Q1 2026 in Review

Aire Advisors increased its Chevron (CVX) stake by 2.6% in Q1 2026, buying an estimated $57.6K and bringing the position to 12,282 shares worth $2.54M. The position accounts for 0.46% of the portfolio, ranked #47.

Aire Advisors first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Aire Advisors held 12,282 shares of Chevron worth $2.54M as of Q1 2026.
  • Aire Advisors bought 316 Chevron shares in Q1 2026, an estimated $57.6K.
  • Chevron made up 0.46% of Aire Advisors's portfolio in Q1 2026, its #47 holding.
  • Aire Advisors first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Aire Advisors's 13F filing for Q1 2026, filed 6 May 2026.