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Aufman Associates’s Chevron CVX Stock Holding History

Aufman Associates’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 		$620K Buy
2,997
+10
+0.3% +$1.82K 0.3% 28
2025
Q4 		$455K Buy
2,987
+24
+0.8% +$3.65K 0.23% 33
2025
Q3 		$460K Buy
2,963
+21
+0.7% +$3.25K 0.26% 34
2025
Q2 		$421K Buy
2,942
+80
+3% +$11.3K 0.26% 37
2025
Q1 		$479K Buy
2,862
+39
+1% +$6.11K 0.33% 29
2024
Q4 		$409K Buy
2,823
+22
+0.8% +$3.37K 0.28% 33
2024
Q3 		$413K Buy
2,801
+1,053
+60% +$157K 0.27% 34
2024
Q2 		$273K Buy
1,748
+55
+3% +$8.77K 0.19% 39
2024
Q1 		$267K Buy
1,693
+36
+2% +$5.43K 0.19% 40
2023
Q4 		$247K Sell
1,657
-47
-3% -$7.11K 0.19% 39
2023
Q3 		$287K Sell
1,704
-35
-2% -$5.65K 0.24% 31
2023
Q2 		$274K Sell
1,739
-56
-3% -$8.98K 0.23% 32
2023
Q1 		$293K Buy
1,795
+10
+0.6% +$1.68K 0.25% 31
2022
Q4 		$320K Sell
1,785
-185
-9% -$32.3K 0.3% 29
2022
Q3 		$283K Buy
1,970
+19
+1% +$2.9K 0.3% 30
2022
Q2 		$282K Buy
1,951
+12
+0.6% +$1.98K 0.27% 33
2022
Q1 		$316K Buy
1,939
+27
+1% +$3.87K 0.25% 33
2021
Q4 		$224K Buy
+1,912
New +$217K 0.17% 46

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

Aufman Associates's CVX Position: Q1 2026 in Review

Aufman Associates increased its Chevron (CVX) stake by 0.33% in Q1 2026, buying an estimated $1.82K and bringing the position to 2,997 shares worth $620K. The position accounts for 0.3% of the portfolio, ranked #28.

Aufman Associates first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Aufman Associates held 2,997 shares of Chevron worth $620K as of Q1 2026.
  • Aufman Associates bought 10 Chevron shares in Q1 2026, an estimated $1.82K.
  • Chevron made up 0.3% of Aufman Associates's portfolio in Q1 2026, its #28 holding.
  • Aufman Associates first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.