AG
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Algert Global’s Chevron CVX Stock Holding History

Algert Global’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 		$7.42M Buy
35,856
+11,832
+49% +$2.16M 0.11% 307
2025
Q4 		$3.66M Buy
24,024
+19,934
+487% +$3.04M 0.06% 543
2025
Q3 		$635K Buy
4,090
+1,490
+57% +$231K 0.01% 897
2025
Q2 		$372K Sell
2,600
-1,092
-30% -$154K 0.01% 994
2025
Q1 		$618K Buy
3,692
+682
+23% +$107K 0.02% 864
2024
Q4 		$436K Buy
3,010
+540
+22% +$82.7K 0.01% 937
2024
Q3 		$364K Buy
+2,470
New +$368K 0.01% 967
2023
Q3 		– Sell
-1,307
Closed -$206K – 1135
2023
Q2 		$206K Buy
+1,307
New +$210K 0.01% 979

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

Algert Global's CVX Position: Q1 2026 in Review

Algert Global increased its Chevron (CVX) stake by 49% in Q1 2026, buying an estimated $2.16M and bringing the position to 35,856 shares worth $7.42M. The position accounts for 0.11% of the portfolio, ranked #307.

Algert Global first reported a position in CVX in Q2 2023 and has held it in 8 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Algert Global held 35,856 shares of Chevron worth $7.42M as of Q1 2026.
  • Algert Global bought 11,832 Chevron shares in Q1 2026, an estimated $2.16M.
  • Chevron made up 0.11% of Algert Global's portfolio in Q1 2026, its #307 holding.
  • Algert Global first reported a position in Chevron in Q2 2023 and has held it in 8 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.