AmeriFlex Group’s Chevron CVX Stock Holding History

AmeriFlex 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	$3.02M	Sell	14,582 -704	-5%	-$128K	1.53%	9
2025 Q4	$2.33M	Buy	15,286 +993	+7%	+$151K	1.21%	16
2025 Q3	$2.22M	Buy	14,293 +4,900	+52%	+$759K	0.83%	23
2025 Q2	$1.36M	Sell	9,393 -9,514	-50%	-$1.34M	0.71%	34
2025 Q1	$3.16M	Buy	18,907 +7,970	+73%	+$1.25M	1.29%	10
2024 Q4	$1.63M	Buy	+10,937	New	+$1.67M	0.75%	27

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

AmeriFlex Group's CVX Position: Q1 2026 in Review

AmeriFlex Group reduced its Chevron (CVX) stake by 4.6% in Q1 2026, selling an estimated $128K and leaving 14,582 shares worth $3.02M. The position accounts for 1.53% of the portfolio, ranked #9.

AmeriFlex Group first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.16M in Q1 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

AmeriFlex Group held 14,582 shares of Chevron worth $3.02M as of Q1 2026.
AmeriFlex Group sold 704 Chevron shares in Q1 2026, an estimated $128K.
Chevron made up 1.53% of AmeriFlex Group's portfolio in Q1 2026, its #9 holding.
AmeriFlex Group first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Chevron position peaked at $3.16M in Q1 2025.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.