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Alexis Investment Partners’s Chevron CVX Stock Holding History

Alexis Investment Partners’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 		– Sell
-64
Closed -$9.75K – 49
2025
Q4 		$9.75K Hold
64
– – ﹤0.01% 74
2025
Q3 		$9.94K Buy
+64
New +$9.91K ﹤0.01% 72
2025
Q1 		– Sell
-74
Closed -$10.7K – 53
2024
Q4 		$10.7K Buy
+74
New +$11.3K 0.01% 67

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

Alexis Investment Partners's CVX Position: Q1 2026 in Review

Alexis Investment Partners sold out of Chevron (CVX) in Q1 2026, closing a stake of 64 shares — an estimated $9.75K sold.

Alexis Investment Partners first reported a position in CVX in Q4 2024 and held it in 3 quarters. The position peaked at $10.7K in Q4 2024. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Alexis Investment Partners reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 64 Chevron shares in Q1 2026, an estimated $9.75K.
  • Alexis Investment Partners first reported a position in Chevron in Q4 2024 and held it in 3 quarters.
  • Alexis Investment Partners's Chevron position peaked at $10.7K in Q4 2024.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.