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Avant Capital’s Chevron CVX Stock Holding History

Avant Capital’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 		$663K Buy
3,205
+63
+2% +$11.5K 0.47% 41
2025
Q4 		$479K Buy
3,142
+31
+1% +$4.72K 0.33% 50
2025
Q3 		$483K Buy
3,111
+1
+0% +$155 0.34% 49
2025
Q2 		$445K Buy
3,110
+61
+2% +$8.6K 0.35% 47
2025
Q1 		$510K Buy
3,049
+29
+1% +$4.54K 0.42% 40
2024
Q4 		$437K Buy
+3,020
New +$462K 0.36% 43
2023
Q3 		$486K Buy
2,881
+23
+0.8% +$3.71K 0.56% 34
2023
Q2 		$450K Sell
2,858
-531
-16% -$85.1K 0.5% 37
2023
Q1 		$553K Buy
3,389
+24
+0.7% +$4.02K 0.64% 33
2022
Q4 		$604K Buy
3,365
+575
+21% +$100K 0.74% 32
2022
Q3 		$401K Buy
2,790
+23
+0.8% +$3.51K 0.54% 36
2022
Q2 		$401K Buy
2,767
+21
+0.8% +$3.47K 0.52% 36
2022
Q1 		$447K Buy
2,746
+20
+0.7% +$2.87K 0.5% 37
2021
Q4 		$320K Buy
+2,726
New +$310K 0.35% 41

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

Avant Capital's CVX Position: Q1 2026 in Review

Avant Capital increased its Chevron (CVX) stake by 2% in Q1 2026, buying an estimated $11.5K and bringing the position to 3,205 shares worth $663K. The position accounts for 0.47% of the portfolio, ranked #41.

Avant Capital first reported a position in CVX in Q4 2021 and has held it in 14 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Avant Capital held 3,205 shares of Chevron worth $663K as of Q1 2026.
  • Avant Capital bought 63 Chevron shares in Q1 2026, an estimated $11.5K.
  • Chevron made up 0.47% of Avant Capital's portfolio in Q1 2026, its #41 holding.
  • Avant Capital first reported a position in Chevron in Q4 2021 and has held it in 14 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.