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Aspire Capital Advisors’s Chevron CVX Stock Holding History

Aspire 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
2026
Q1 		$1.1M Buy
5,337
+101
+2% +$18.4K 0.25% 51
2025
Q4 		$798K Sell
5,236
-259
-5% -$39.4K 0.19% 56
2025
Q3 		$853K Buy
5,495
+251
+5% +$38.9K 0.21% 49
2025
Q2 		$751K Buy
5,244
+172
+3% +$24.2K 0.21% 49
2025
Q1 		$848K Sell
5,072
-7
-0.1% -$1.1K 0.25% 45
2024
Q4 		$736K Sell
5,079
-145
-3% -$22.2K 0.21% 44
2024
Q3 		$769K Buy
5,224
+72
+1% +$10.7K 0.23% 42
2024
Q2 		$806K Sell
5,152
-1
-0% -$159 0.26% 38
2024
Q1 		$813K Buy
5,153
+121
+2% +$18.3K 0.27% 40
2023
Q4 		$751K Buy
5,032
+1,658
+49% +$251K 0.3% 36
2023
Q3 		$569K Sell
3,374
-287
-8% -$46.4K 0.26% 40
2023
Q2 		$576K Buy
3,661
+137
+4% +$22K 0.28% 37
2023
Q1 		$575K Buy
3,524
+12
+0.3% +$2.01K 0.3% 35
2022
Q4 		$630K Buy
3,512
+210
+6% +$36.6K 0.36% 33
2022
Q3 		$474K Buy
3,302
+9
+0.3% +$1.37K 0.38% 32
2022
Q2 		$477K Sell
3,293
-63
-2% -$10.4K 0.36% 31
2022
Q1 		$546K Buy
+3,356
New +$481K 0.52% 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

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

Aspire Capital Advisors increased its Chevron (CVX) stake by 1.9% in Q1 2026, buying an estimated $18.4K and bringing the position to 5,337 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #51.

Aspire Capital Advisors first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Aspire Capital Advisors held 5,337 shares of Chevron worth $1.1M as of Q1 2026.
  • Aspire Capital Advisors bought 101 Chevron shares in Q1 2026, an estimated $18.4K.
  • Chevron made up 0.25% of Aspire Capital Advisors's portfolio in Q1 2026, its #51 holding.
  • Aspire Capital Advisors first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.