Blackston Financial Advisory Group’s Chevron CVX Stock Holding History

Blackston Financial Advisory Group’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	$274K	Buy	+1,326	New	+$242K	0.17%	73
2025 Q1	–	Sell	-2,111	Closed	-$306K	–	106
2024 Q4	$306K	Buy	2,111 +111	+6%	+$17K	0.15%	102
2024 Q3	$294K	Buy	+2,000	New	+$298K	0.15%	97
2024 Q1	–	Sell	-2,110	Closed	-$315K	–	69
2023 Q4	$315K	Buy	2,110 +30	+1%	+$4.54K	0.2%	64
2023 Q3	$351K	Buy	2,080 +85	+4%	+$13.7K	0.24%	56
2023 Q2	$314K	Sell	1,995 -22	-1%	-$3.53K	0.23%	68
2023 Q1	$329K	Buy	2,017 +96	+5%	+$16.1K	0.25%	70
2022 Q4	$345K	Hold	1,921	–	–	0.25%	63
2022 Q3	$348K	Buy	1,921 +18	+0.9%	+$2.75K	0.25%	59
2022 Q2	$273K	Buy	+1,903	New	+$315K	0.18%	71
2022 Q1	–	Sell	-1,883	Closed	-$221K	–	89
2021 Q4	$221K	Buy	+1,883	New	+$214K	0.13%	79

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

Blackston Financial Advisory Group's CVX Position: Q1 2026 in Review

Blackston Financial Advisory Group opened a new position in Chevron (CVX) in Q1 2026: 1,326 shares worth $274K. The stake represents 0.17% of the portfolio and ranks #73 among its holdings. This is a return to the name: Blackston Financial Advisory Group previously reported a position in CVX as recently as Q4 2024.

Blackston Financial Advisory Group first reported a position in CVX in Q4 2021 and has held it in 11 quarters since. The position peaked at $351K in Q3 2023. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Blackston Financial Advisory Group held 1,326 shares of Chevron worth $274K as of Q1 2026.
Chevron was a new Blackston Financial Advisory Group position in Q1 2026.
Chevron made up 0.17% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #73 holding.
Blackston Financial Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 11 quarters since.
Blackston Financial Advisory Group's Chevron position peaked at $351K in Q3 2023.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.