Auxano Advisors’s Chevron CVX Stock Holding History

Auxano 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	$1M	Buy	4,846 +11	+0.2%	+$2.01K	0.2%	80
2025 Q4	$737K	Sell	4,835 -303	-6%	-$46.1K	0.15%	91
2025 Q3	$798K	Sell	5,138 -43	-0.8%	-$6.66K	0.17%	72
2025 Q2	$742K	Sell	5,181 -202	-4%	-$28.5K	0.17%	75
2025 Q1	$901K	Sell	5,383 -3	-0.1%	-$470	0.24%	60
2024 Q4	$780K	Buy	5,386 +152	+3%	+$23.3K	0.2%	73
2024 Q3	$771K	Sell	5,234 -12	-0.2%	-$1.79K	0.2%	82
2024 Q2	$821K	Sell	5,246 -81	-2%	-$12.9K	0.23%	70
2024 Q1	$840K	Sell	5,327 -375	-7%	-$56.6K	0.24%	70
2023 Q4	$850K	Sell	5,702 -276	-5%	-$41.7K	0.29%	57
2023 Q3	$1.01M	Buy	5,978 +675	+13%	+$109K	0.41%	42
2023 Q2	$865K	Hold	5,303	–	–	0.35%	44
2023 Q1	$865K	Buy	5,303 +196	+4%	+$32.9K	0.35%	44
2022 Q4	$917K	Buy	5,107 +270	+6%	+$47.1K	0.41%	42
2022 Q3	$695K	Buy	4,837 +1,602	+50%	+$244K	0.32%	45
2022 Q2	$468K	Buy	3,235 +427	+15%	+$70.6K	0.23%	44
2022 Q1	$457K	Buy	2,808 +411	+17%	+$58.9K	0.19%	47
2021 Q4	$281K	Buy	2,397 +281	+13%	+$31.9K	0.13%	60
2021 Q3	$215K	Buy	2,116 +27	+1%	+$2.69K	0.1%	60
2021 Q2	$219K	Buy	2,089 +106	+5%	+$11.2K	0.1%	62
2021 Q1	$208K	Buy	+1,983	New	+$194K	0.13%	57
2020 Q3	–	Sell	-2,329	Closed	-$208K	–	46
2020 Q2	$208K	Buy	+2,329	New	+$209K	0.17%	41

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Auxano Advisors's CVX Position: Q1 2026 in Review

Auxano Advisors increased its Chevron (CVX) stake by 0.23% in Q1 2026, buying an estimated $2.01K and bringing the position to 4,846 shares worth $1M. The position accounts for 0.2% of the portfolio, ranked #80.

Auxano Advisors first reported a position in CVX in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.01M in Q3 2023. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Auxano Advisors held 4,846 shares of Chevron worth $1M as of Q1 2026.
Auxano Advisors bought 11 Chevron shares in Q1 2026, an estimated $2.01K.
Chevron made up 0.2% of Auxano Advisors's portfolio in Q1 2026, its #80 holding.
Auxano Advisors first reported a position in Chevron in Q2 2020 and has held it in 22 quarters since.
Auxano Advisors's Chevron position peaked at $1.01M in Q3 2023.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.