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AlphaCore Capital’s Chevron CVX Stock Holding History

AlphaCore Capital’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 		$6.85M Sell
33,108
-2,909
-8% -$530K 0.16% 118
2025
Q4 		$5.49M Buy
36,017
+4,938
+16% +$752K 0.12% 155
2025
Q3 		$4.83M Buy
31,079
+5,998
+24% +$929K 0.16% 119
2025
Q2 		$3.59M Buy
25,081
+2,897
+13% +$408K 0.14% 123
2025
Q1 		$3.71M Buy
22,184
+2,354
+12% +$369K 0.32% 66
2024
Q4 		$2.87M Sell
19,830
-53
-0.3% -$8.11K 0.62% 29
2024
Q3 		$2.93M Sell
19,883
-10
-0.1% -$1.49K 0.66% 25
2024
Q2 		$3.11M Buy
19,893
+899
+5% +$143K 0.75% 24
2024
Q1 		$3M Sell
18,994
-850
-4% -$128K 0.8% 25
2023
Q4 		$2.96M Sell
19,844
-27
-0.1% -$4.08K 0.43% 43
2023
Q3 		$3.35M Buy
19,871
+1,049
+6% +$169K 0.53% 34
2023
Q2 		$2.97M Buy
18,822
+11,519
+158% +$1.85M 0.48% 41
2023
Q1 		$1.19M Buy
7,303
+136
+2% +$22.8K 0.32% 50
2022
Q4 		$1.29M Buy
7,167
+1,489
+26% +$260K 0.5% 26
2022
Q3 		$816K Buy
5,678
+1,039
+22% +$158K 0.37% 29
2022
Q2 		$672K Buy
4,639
+1,097
+31% +$181K 0.31% 34
2022
Q1 		$577K Buy
3,542
+1,352
+62% +$194K 0.22% 43
2021
Q4 		$257K Sell
2,190
-33
-1% -$3.75K 0.11% 41
2021
Q3 		$226K Sell
2,223
-223
-9% -$22.2K 0.11% 52
2021
Q2 		$256K Buy
+2,446
New +$258K 0.14% 34
2020
Q2 		– Sell
-781
Closed -$57K – 126
2020
Q1 		$57K Sell
781
-978
-56% -$96.6K 0.04% 100
2019
Q4 		$212K Buy
+1,759
New +$207K 0.13% 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

AlphaCore Capital's CVX Position: Q1 2026 in Review

AlphaCore Capital reduced its Chevron (CVX) stake by 8.1% in Q1 2026, selling an estimated $530K and leaving 33,108 shares worth $6.85M. The position accounts for 0.16% of the portfolio, ranked #118.

AlphaCore Capital first reported a position in CVX in Q4 2019 and has held it in 22 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • AlphaCore Capital held 33,108 shares of Chevron worth $6.85M as of Q1 2026.
  • AlphaCore Capital sold 2,909 Chevron shares in Q1 2026, an estimated $530K.
  • Chevron made up 0.16% of AlphaCore Capital's portfolio in Q1 2026, its #118 holding.
  • AlphaCore Capital first reported a position in Chevron in Q4 2019 and has held it in 22 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.