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Avalon Trust’s Chevron CVX Stock Holding History

Avalon Trust’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 		$266K Buy
1,285
+800
+165% +$146K 0.02% 133
2025
Q4 		$73.9K Sell
485
-717
-60% -$109K ﹤0.01% 238
2025
Q3 		$187K Buy
1,202
+344
+40% +$53.3K 0.01% 169
2025
Q2 		$123K Sell
858
-85
-9% -$12K 0.01% 177
2025
Q1 		$158K Buy
943
+195
+26% +$30.5K 0.01% 147
2024
Q4 		$108K Buy
748
+365
+95% +$55.9K 0.01% 160
2024
Q3 		$56.4K Hold
383
– – ﹤0.01% 206
2024
Q2 		$60K Sell
383
-1,000
-72% -$159K ﹤0.01% 197
2024
Q1 		$218K Sell
1,383
-5
-0.4% -$755 0.02% 127
2023
Q4 		$207K Buy
1,388
+5
+0.4% +$756 0.02% 120
2023
Q3 		$233K Sell
1,383
-75
-5% -$12.1K 0.02% 109
2023
Q2 		$229K Sell
1,458
-200
-12% -$32.1K 0.02% 118
2023
Q1 		$271K Buy
+1,658
New +$278K 0.03% 105

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

Avalon Trust's CVX Position: Q1 2026 in Review

Avalon Trust increased its Chevron (CVX) stake by 165% in Q1 2026, buying an estimated $146K and bringing the position to 1,285 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #133.

Avalon Trust first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. The position peaked at $271K in Q1 2023. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Avalon Trust held 1,285 shares of Chevron worth $266K as of Q1 2026.
  • Avalon Trust bought 800 Chevron shares in Q1 2026, an estimated $146K.
  • Chevron made up 0.02% of Avalon Trust's portfolio in Q1 2026, its #133 holding.
  • Avalon Trust first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's Chevron position peaked at $271K in Q1 2023.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.