Builder Investment Group’s Chevron CVX Stock Holding History

Builder Investment 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	–	Sell	-5,312	Closed	-$810K	–	104
2025 Q4	$810K	Sell	5,312 -2,900	-35%	-$442K	0.17%	57
2025 Q3	$1.28M	Sell	8,212 -13,560	-62%	-$2.1M	0.29%	45
2025 Q2	$3.12M	Sell	21,772 -400	-2%	-$56.4K	0.77%	29
2025 Q1	$3.71M	Sell	22,172 -760	-3%	-$119K	1.05%	26
2024 Q4	$3.32M	Hold	22,932	–	–	0.9%	27
2024 Q3	$3.38M	Hold	22,932	–	–	0.91%	28
2024 Q2	$3.59M	Hold	22,932	–	–	0.98%	26
2024 Q1	$3.62M	Sell	22,932 -980	-4%	-$148K	1.05%	27
2023 Q4	$3.57M	Buy	23,912 +312	+1%	+$47.2K	1.28%	25
2023 Q3	$3.98M	Hold	23,600	–	–	1.56%	20
2023 Q2	$3.71M	Hold	23,600	–	–	1.45%	23
2023 Q1	$3.85M	Sell	23,600 -1,145	-5%	-$192K	1.68%	24
2022 Q4	$4.44M	Buy	+24,745	New	+$4.32M	2.11%	18

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 $336B AUM 34.66% 1-Year Est. Return

Builder Investment Group's CVX Position: Q1 2026 in Review

Builder Investment Group sold out of Chevron (CVX) in Q1 2026, closing a stake of 5,312 shares — an estimated $810K sold.

Builder Investment Group first reported a position in CVX in Q4 2022 and held it in 13 quarters. The position peaked at $4.44M in Q4 2022. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Builder Investment Group reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
Builder Investment Group sold 5,312 Chevron shares in Q1 2026, an estimated $810K.
Builder Investment Group first reported a position in Chevron in Q4 2022 and held it in 13 quarters.
Builder Investment Group's Chevron position peaked at $4.44M in Q4 2022.
4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Builder Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.