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Archvest Wealth Advisors’s Chevron CVX Stock Holding History

Archvest 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 		$464K Sell
2,242
-524
-19% -$95.6K 0.3% 40
2025
Q4 		$422K Buy
2,766
+422
+18% +$64.3K 0.27% 41
2025
Q3 		$364K Sell
2,344
-377
-14% -$58.4K 0.32% 45
2025
Q2 		$390K Buy
2,721
+230
+9% +$32.4K 0.34% 45
2025
Q1 		$417K Sell
2,491
-62
-2% -$9.71K 0.34% 47
2024
Q4 		$370K Buy
2,553
+41
+2% +$6.28K 0.27% 47
2024
Q3 		$370K Buy
2,512
+94
+4% +$14K 0.23% 47
2024
Q2 		$378K Buy
2,418
+421
+21% +$67.1K 0.25% 44
2024
Q1 		$318K Sell
1,997
-106
-5% -$16K 0.22% 48
2023
Q4 		$314K Sell
2,103
-221
-10% -$33.4K 0.24% 44
2023
Q3 		$392K Sell
2,324
-11
-0.5% -$1.78K 0.32% 35
2023
Q2 		$367K Buy
2,335
+99
+4% +$15.9K 0.3% 36
2023
Q1 		$365K Sell
2,236
-922
-29% -$155K 0.32% 34
2022
Q4 		$567K Buy
3,158
+18
+0.6% +$3.14K 0.56% 26
2022
Q3 		$451K Buy
+3,140
New +$479K 0.46% 25

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

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

Archvest Wealth Advisors reduced its Chevron (CVX) stake by 19% in Q1 2026, selling an estimated $95.6K and leaving 2,242 shares worth $464K. The position accounts for 0.3% of the portfolio, ranked #40.

Archvest Wealth Advisors first reported a position in CVX in Q3 2022 and has held it in 15 quarters since. The position peaked at $567K in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Archvest Wealth Advisors held 2,242 shares of Chevron worth $464K as of Q1 2026.
  • Archvest Wealth Advisors sold 524 Chevron shares in Q1 2026, an estimated $95.6K.
  • Chevron made up 0.3% of Archvest Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • Archvest Wealth Advisors first reported a position in Chevron in Q3 2022 and has held it in 15 quarters since.
  • Archvest Wealth Advisors's Chevron position peaked at $567K in Q4 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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