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AXS Investments’s Chevron CVX Stock Holding History

AXS Investments’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 		$197K Sell
952
-423
-31% -$77.1K 0.08% 119
2025
Q4 		$210K Buy
1,375
+25
+2% +$3.81K 0.07% 129
2025
Q3 		$210K Buy
+1,350
New +$209K 0.07% 130
2024
Q1 		– Sell
-1,095
Closed -$163K – 329
2023
Q4 		$163K Buy
1,095
+135
+14% +$20.4K 0.04% 305
2023
Q3 		$162K Sell
960
-837
-47% -$135K 0.04% 273
2023
Q2 		$283K Sell
1,797
-519
-22% -$83.2K 0.08% 244
2023
Q1 		$378K Sell
2,316
-242
-9% -$40.6K 0.12% 188
2022
Q4 		$459K Sell
2,558
-547
-18% -$95.5K 0.16% 165
2022
Q3 		$446K Buy
3,105
+586
+23% +$89.4K 0.17% 167
2022
Q2 		$365K Sell
2,519
-619
-20% -$102K 0.13% 183
2022
Q1 		$511K Sell
3,138
-56
-2% -$8.03K 0.2% 84
2021
Q4 		$375K Buy
+3,194
New +$363K 0.09% 127
2021
Q3 		– Sell
-5,236
Closed -$548K – 133
2021
Q2 		$548K Buy
5,236
+1,782
+52% +$188K 0.17% 112
2021
Q1 		$362K Buy
+3,454
New +$337K 0.13% 128

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

AXS Investments's CVX Position: Q1 2026 in Review

AXS Investments reduced its Chevron (CVX) stake by 31% in Q1 2026, selling an estimated $77.1K and leaving 952 shares worth $197K. The position accounts for 0.08% of the portfolio, ranked #119.

AXS Investments first reported a position in CVX in Q1 2021 and has held it in 14 quarters since. The position peaked at $548K in Q2 2021. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • AXS Investments held 952 shares of Chevron worth $197K as of Q1 2026.
  • AXS Investments sold 423 Chevron shares in Q1 2026, an estimated $77.1K.
  • Chevron made up 0.08% of AXS Investments's portfolio in Q1 2026, its #119 holding.
  • AXS Investments first reported a position in Chevron in Q1 2021 and has held it in 14 quarters since.
  • AXS Investments's Chevron position peaked at $548K in Q2 2021.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.