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Allium Financial Advisors’s Chevron CVX Stock Holding History

Allium Financial 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 		$273K Sell
1,320
-22
-2% -$4.01K 0.22% 62
2025
Q4 		$205K Sell
1,342
-64
-5% -$9.75K 0.16% 74
2025
Q3 		$218K Buy
1,406
+5
+0.4% +$774 0.18% 74
2025
Q2 		$201K Buy
+1,401
New +$198K 0.17% 86

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 $295B AUM 31.6% 1-Year Est. Return

Allium Financial Advisors's CVX Position: Q1 2026 in Review

Allium Financial Advisors reduced its Chevron (CVX) stake by 1.6% in Q1 2026, selling an estimated $4.01K and leaving 1,320 shares worth $273K. The position accounts for 0.22% of the portfolio, ranked #62.

Allium Financial Advisors first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Allium Financial Advisors held 1,320 shares of Chevron worth $273K as of Q1 2026.
  • Allium Financial Advisors sold 22 Chevron shares in Q1 2026, an estimated $4.01K.
  • Chevron made up 0.22% of Allium Financial Advisors's portfolio in Q1 2026, its #62 holding.
  • Allium Financial Advisors first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.