AF
CVX icon

Aviso Financial’s Chevron CVX Stock Holding History

Aviso Financial’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 		$1.18M Buy
5,700
+610
+12% +$111K 0.04% 144
2025
Q4 		$776K Sell
5,090
-40
-0.8% -$6.09K 0.03% 169
2025
Q3 		$797K Buy
5,130
+110
+2% +$17K 0.03% 179
2025
Q2 		$719K Sell
5,020
-230
-4% -$32.4K 0.03% 178
2025
Q1 		$878K Buy
5,250
+100
+2% +$15.7K 0.04% 156
2024
Q4 		$746K Sell
5,150
-134
-3% -$20.5K 0.04% 178
2024
Q3 		$778K Buy
5,284
+433
+9% +$64.5K 0.04% 169
2024
Q2 		$759K Buy
+4,851
New +$774K 0.04% 165

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

Aviso Financial's CVX Position: Q1 2026 in Review

Aviso Financial increased its Chevron (CVX) stake by 12% in Q1 2026, buying an estimated $111K and bringing the position to 5,700 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #144.

Aviso Financial first reported a position in CVX in Q2 2024 and has held it in 8 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Aviso Financial held 5,700 shares of Chevron worth $1.18M as of Q1 2026.
  • Aviso Financial bought 610 Chevron shares in Q1 2026, an estimated $111K.
  • Chevron made up 0.04% of Aviso Financial's portfolio in Q1 2026, its #144 holding.
  • Aviso Financial first reported a position in Chevron in Q2 2024 and has held it in 8 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.