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Cahill Financial Advisors’s Chevron CVX Stock Holding History

Cahill Financial Advisors’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 		$653K Buy
3,158
+3
+0.1% +$547 0.07% 154
2025
Q4 		$481K Buy
3,155
+223
+8% +$34K 0.05% 178
2025
Q3 		$455K Sell
2,932
-361
-11% -$55.9K 0.05% 186
2025
Q2 		$472K Buy
3,293
+485
+17% +$68.4K 0.06% 179
2025
Q1 		$470K Hold
2,808
– – 0.06% 170
2024
Q4 		$407K Buy
2,808
+815
+41% +$125K 0.06% 181
2024
Q3 		$293K Sell
1,993
-68
-3% -$10.1K 0.04% 214
2024
Q2 		$322K Buy
2,061
+65
+3% +$10.4K 0.04% 205
2024
Q1 		$315K Buy
1,996
+357
+22% +$53.9K 0.04% 211
2023
Q4 		$244K Buy
1,639
+21
+1% +$3.18K 0.04% 220
2023
Q3 		$273K Sell
1,618
-39
-2% -$6.3K 0.05% 206
2023
Q2 		$261K Sell
1,657
-8,334
-83% -$1.34M 0.04% 211
2023
Q1 		$1.63M Buy
9,991
+62
+0.6% +$10.4K 0.29% 77
2022
Q4 		$1.78M Buy
9,929
+381
+4% +$66.5K 0.34% 67
2022
Q3 		$1.37M Sell
9,548
-1
-0% -$153 0.29% 82
2022
Q2 		$1.38M Sell
9,549
-783
-8% -$129K 0.29% 80
2022
Q1 		$1.68M Sell
10,332
-1,268
-11% -$182K 0.32% 72
2021
Q4 		$1.36M Sell
11,600
-801
-6% -$91K 0.26% 87
2021
Q3 		$1.26M Buy
12,401
+981
+9% +$97.8K 0.26% 86
2021
Q2 		$1.2M Buy
11,420
+739
+7% +$78K 0.27% 84
2021
Q1 		$1.12M Buy
10,681
+335
+3% +$32.7K 0.27% 85
2020
Q4 		$874K Buy
10,346
+87
+0.8% +$7.04K 0.22% 90
2020
Q3 		$739K Buy
10,259
+14
+0.1% +$1.18K 0.27% 86
2020
Q2 		$915K Buy
10,245
+1,089
+12% +$97.5K 0.35% 69
2020
Q1 		$664K Sell
9,156
-865
-9% -$85.5K 0.31% 80
2019
Q4 		$1.21M Buy
10,021
+8
+0.1% +$942 0.44% 61
2019
Q3 		$1.19M Buy
10,013
+84
+0.8% +$10.2K 0.46% 57
2019
Q2 		$1.24M Buy
9,929
+245
+3% +$29.6K 0.49% 55
2019
Q1 		$1.19M Buy
9,684
+86
+0.9% +$10.2K 0.5% 57
2018
Q4 		$1.04M Sell
9,598
-441
-4% -$51.1K 0.52% 51
2018
Q3 		$1.23M Sell
10,039
-198
-2% -$24K 0.54% 49
2018
Q2 		$1.29M Sell
10,237
-74
-0.7% -$9.19K 0.6% 49
2018
Q1 		$1.18M Buy
10,311
+2,653
+35% +$317K 0.56% 49
2017
Q4 		$959K Buy
7,658
+228
+3% +$27K 0.48% 55
2017
Q3 		$873K Buy
7,430
+954
+15% +$104K 0.46% 55
2017
Q2 		$676K Buy
6,476
+4
+0.1% +$424 0.37% 68
2017
Q1 		$695K Buy
6,472
+153
+2% +$17.2K 0.4% 65
2016
Q4 		$744K Sell
6,319
-146
-2% -$15.9K 0.45% 55
2016
Q3 		$666K Buy
6,465
+1,249
+24% +$128K 0.43% 59
2016
Q2 		$547K Sell
5,216
-75
-1% -$7.54K 0.38% 70
2016
Q1 		$505K Sell
5,291
-265
-5% -$23.2K 0.38% 70
2015
Q4 		$500K Sell
5,556
-462
-8% -$41.7K 0.41% 65
2015
Q3 		$475K Buy
6,018
+957
+19% +$80.6K 0.39% 70
2015
Q2 		$489K Buy
5,061
+424
+9% +$44.5K 0.37% 71
2015
Q1 		$487K Buy
4,637
+90
+2% +$9.61K 0.37% 68
2014
Q4 		$511K Buy
4,547
+254
+6% +$28.9K 0.39% 65
2014
Q3 		$513K Buy
4,293
+97
+2% +$12.4K 0.41% 62
2014
Q2 		$548K Buy
4,196
+82
+2% +$10.2K 0.43% 53
2014
Q1 		$490K Sell
4,114
-294
-7% -$34.2K 0.42% 52
2013
Q4 		$551K Buy
+4,408
New +$533K 0.48% 56

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

Cahill Financial Advisors's CVX Position: Q1 2026 in Review

Cahill Financial Advisors increased its Chevron (CVX) stake by 0.1% in Q1 2026, buying an estimated $547 and bringing the position to 3,158 shares worth $653K. The position accounts for 0.07% of the portfolio, ranked #154.

Cahill Financial Advisors first reported a position in CVX in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.78M in Q4 2022. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cahill Financial Advisors held 3,158 shares of Chevron worth $653K as of Q1 2026.
  • Cahill Financial Advisors bought 3 Chevron shares in Q1 2026, an estimated $547.
  • Chevron made up 0.07% of Cahill Financial Advisors's portfolio in Q1 2026, its #154 holding.
  • Cahill Financial Advisors first reported a position in Chevron in Q4 2013 and has held it in 50 quarters since.
  • Cahill Financial Advisors's Chevron position peaked at $1.78M in Q4 2022.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.