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Aptus Capital Advisors’s Chevron CVX Stock Holding History

Aptus Capital 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
2021
Q2 		– Sell
-400,000
Closed -$41.9M – 573
2021
Q1 		$41.9M Buy
+400,000
New +$39.1M 1.5% 21
2020
Q3 		– Sell
-257,500
Closed -$23M – 475
2020
Q2 		$23M Buy
+257,500
New +$23.1M 1.44% 17

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 $295B AUM 31.6% 1-Year Est. Return

Aptus Capital Advisors's CVX Position: Q1 2026 in Review

Aptus Capital Advisors increased its Chevron (CVX) stake by 140% in Q1 2026, buying an estimated $16.2M and bringing the position to 152,848 shares worth $31.6M. The position accounts for 0.25% of the portfolio, ranked #80.

Aptus Capital Advisors first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $50.8M in Q1 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Aptus Capital Advisors held 152,848 shares of Chevron worth $31.6M as of Q1 2026.
  • Aptus Capital Advisors bought 89,036 Chevron shares in Q1 2026, an estimated $16.2M.
  • Chevron made up 0.25% of Aptus Capital Advisors's portfolio in Q1 2026, its #80 holding.
  • Aptus Capital Advisors first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Aptus Capital Advisors's Chevron position peaked at $50.8M in Q1 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.