Alta Advisers’s Chevron CVX Stock Holding History

Alta Advisers’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	$1.56M	Hold	7,564	–	–	0.57%	23
2025 Q4	$1.15M	Sell	7,564 -2,200	-23%	-$335K	0.42%	34
2025 Q3	$1.52M	Buy	9,764 +1,535	+19%	+$238K	0.46%	31
2025 Q2	$1.18M	Hold	8,229	–	–	0.42%	38
2025 Q1	$1.38M	Buy	8,229 +2,600	+46%	+$407K	0.59%	27
2024 Q4	$815K	Buy	5,629 +929	+20%	+$142K	0.51%	31
2024 Q3	$692K	Hold	4,700	–	–	0.32%	33
2024 Q2	$735K	Hold	4,700	–	–	0.35%	28
2024 Q1	$741K	Hold	4,700	–	–	0.37%	28
2023 Q4	$701K	Hold	4,700	–	–	0.37%	28
2023 Q3	$793K	Hold	4,700	–	–	0.46%	23
2023 Q2	$740K	Hold	4,700	–	–	0.42%	24
2023 Q1	$767K	Hold	4,700	–	–	0.46%	21
2022 Q4	$844K	Hold	4,700	–	–	0.51%	20
2022 Q3	$675K	Buy	+4,700	New	+$717K	0.43%	22
2013 Q4	–	Sell	-219	Closed	-$27K	–	55
2013 Q3	$27K	Sell	219 -145	-40%	-$17.8K	0.01%	56
2013 Q2	$43K	Buy	+364	New	+$44K	0.02%	68

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alta Advisers's CVX Position: Q1 2026 in Review

Alta Advisers held its Chevron (CVX) position steady in Q1 2026 at 7,564 shares worth $1.56M. The position accounts for 0.57% of the portfolio, ranked #23.

Alta Advisers first reported a position in CVX in Q2 2013 and has held it in 17 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Alta Advisers held 7,564 shares of Chevron worth $1.56M as of Q1 2026.
Alta Advisers left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.57% of Alta Advisers's portfolio in Q1 2026, its #23 holding.
Alta Advisers first reported a position in Chevron in Q2 2013 and has held it in 17 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.