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Atlanta Consulting Group Advisors’s Chevron CVX Stock Holding History

Atlanta Consulting Group 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 		$4.21M Sell
20,366
-1,729
-8% -$315K 0.91% 18
2025
Q4 		$3.37M Buy
22,095
+1,940
+10% +$295K 0.76% 22
2025
Q3 		$3.13M Sell
20,155
-799
-4% -$124K 0.77% 21
2025
Q2 		$3M Sell
20,954
-31
-0.1% -$4.37K 0.82% 19
2025
Q1 		$3.51M Sell
20,985
-219
-1% -$34.3K 1.02% 18
2024
Q4 		$3.07M Sell
21,204
-5,103
-19% -$781K 1.13% 17
2024
Q3 		$3.87M Buy
26,307
+5,788
+28% +$862K 0.96% 20
2024
Q2 		$3.21M Buy
20,519
+550
+3% +$87.7K 0.69% 19
2024
Q1 		$3.15M Buy
+19,969
New +$3.01M 1.09% 16

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 $336B AUM 34.66% 1-Year Est. Return

Atlanta Consulting Group Advisors's CVX Position: Q1 2026 in Review

Atlanta Consulting Group Advisors reduced its Chevron (CVX) stake by 7.8% in Q1 2026, selling an estimated $315K and leaving 20,366 shares worth $4.21M. The position accounts for 0.91% of the portfolio, ranked #18.

Atlanta Consulting Group Advisors first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Atlanta Consulting Group Advisors held 20,366 shares of Chevron worth $4.21M as of Q1 2026.
  • Atlanta Consulting Group Advisors sold 1,729 Chevron shares in Q1 2026, an estimated $315K.
  • Chevron made up 0.91% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #18 holding.
  • Atlanta Consulting Group Advisors first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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