AmeriServ Wealth Advisors’s Chevron CVX Stock Holding History

AmeriServ Wealth 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	$210K	Buy	+1,016	New	+$185K	0.13%	57
2025 Q1	–	Sell	-1,473	Closed	-$213K	–	66
2024 Q4	$213K	Buy	+1,473	New	+$225K	0.12%	62
2022 Q4	–	Sell	-1,803	Closed	-$259K	–	46
2022 Q3	$259K	Hold	1,803	–	–	0.57%	37
2022 Q2	$261K	Hold	1,803	–	–	0.61%	42
2022 Q1	$294K	Hold	1,803	–	–	0.21%	56
2021 Q4	$212K	Buy	+1,803	New	+$205K	0.15%	62
2018 Q3	–	Sell	-2,543	Closed	-$322K	–	77
2018 Q2	$322K	Buy	2,543 +700	+38%	+$86.9K	0.43%	50
2018 Q1	$210K	Sell	1,843 -97	-5%	-$11.6K	0.24%	69
2017 Q4	$231K	Buy	+1,940	New	+$230K	0.22%	63
2015 Q1	–	Sell	-2,000	Closed	-$224K	–	98
2014 Q4	$224K	Hold	2,000	–	–	0.22%	110
2014 Q3	$239K	Hold	2,000	–	–	0.41%	90
2014 Q2	$261K	Sell	2,000 -200	-9%	-$24.9K	0.28%	97
2014 Q1	$262K	Sell	2,200 -6,655	-75%	-$774K	0.26%	102
2013 Q4	$1.11M	Hold	8,855	–	–	0.66%	42
2013 Q3	$1.08M	Hold	8,855	–	–	0.69%	42
2013 Q2	$1.05M	Buy	+8,855	New	+$1.07M	0.67%	45

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

AmeriServ Wealth Advisors's CVX Position: Q1 2026 in Review

AmeriServ Wealth Advisors opened a new position in Chevron (CVX) in Q1 2026: 1,016 shares worth $210K. The stake represents 0.13% of the portfolio and ranks #57 among its holdings. This is a return to the name: AmeriServ Wealth Advisors previously reported a position in CVX as recently as Q4 2024.

AmeriServ Wealth Advisors first reported a position in CVX in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.11M in Q4 2013. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

AmeriServ Wealth Advisors held 1,016 shares of Chevron worth $210K as of Q1 2026.
Chevron was a new AmeriServ Wealth Advisors position in Q1 2026.
Chevron made up 0.13% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #57 holding.
AmeriServ Wealth Advisors first reported a position in Chevron in Q2 2013 and has held it in 16 quarters since.
AmeriServ Wealth Advisors's Chevron position peaked at $1.11M in Q4 2013.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.