Altiora Financial Group’s Chevron CVX Stock Holding History

Altiora Financial Group’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	$851K	Hold	4,112	–	–	0.14%	57
2025 Q4	$627K	Hold	4,112	–	–	0.11%	61
2025 Q3	$639K	Sell	4,112 -3	-0.1%	-$465	0.12%	58
2025 Q2	$589K	Buy	4,115 +2	+0%	+$282	0.12%	60
2025 Q1	$688K	Sell	4,113 -11	-0.3%	-$1.72K	0.15%	55
2024 Q4	$597K	Sell	4,124 -6	-0.1%	-$918	0.13%	60
2024 Q3	$608K	Hold	4,130	–	–	0.13%	63
2024 Q2	$646K	Hold	4,130	–	–	0.16%	55
2024 Q1	$651K	Sell	4,130 -100	-2%	-$15.1K	0.18%	46
2023 Q4	$631K	Hold	4,230	–	–	0.18%	46
2023 Q3	$713K	Hold	4,230	–	–	0.33%	31
2023 Q2	$666K	Buy	4,230 +1	+0%	+$160	0.29%	32
2023 Q1	$690K	Buy	4,229 +17	+0.4%	+$2.85K	0.32%	32
2022 Q4	$756K	Buy	+4,212	New	+$735K	0.38%	28

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

Altiora Financial Group's CVX Position: Q1 2026 in Review

Altiora Financial Group held its Chevron (CVX) position steady in Q1 2026 at 4,112 shares worth $851K. The position accounts for 0.14% of the portfolio, ranked #57.

Altiora Financial Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Altiora Financial Group held 4,112 shares of Chevron worth $851K as of Q1 2026.
Altiora Financial Group left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.14% of Altiora Financial Group's portfolio in Q1 2026, its #57 holding.
Altiora Financial Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.