Capital Investment Advisors’s Chevron CVX Stock Holding History

Capital Investment 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	$77.8M	Buy	376,105 +17,798	+5%	+$3.25M	1.14%	22
2025 Q4	$54.6M	Buy	358,307 +6,875	+2%	+$1.05M	0.83%	42
2025 Q3	$54.6M	Buy	351,432 +26,623	+8%	+$4.12M	0.9%	33
2025 Q2	$46.5M	Buy	324,809 +4,841	+2%	+$682K	0.83%	36
2025 Q1	$53.5M	Buy	319,968 +20,275	+7%	+$3.17M	1.05%	27
2024 Q4	$43.4M	Buy	299,693 +1,446	+0.5%	+$221K	0.88%	34
2024 Q3	$43.9M	Buy	298,247 +8,793	+3%	+$1.31M	0.9%	32
2024 Q2	$45.3M	Buy	289,454 +5,558	+2%	+$886K	1.02%	22
2024 Q1	$44.8M	Buy	283,896 +6,880	+2%	+$1.04M	1.04%	21
2023 Q4	$41.3M	Buy	277,016 +4,350	+2%	+$658K	1.04%	21
2023 Q3	$46M	Buy	272,666 +12,043	+5%	+$1.95M	1.27%	14
2023 Q2	$41M	Buy	260,623 +4,646	+2%	+$745K	1.25%	17
2023 Q1	$41.8M	Sell	255,977 -3,250	-1%	-$545K	1.23%	16
2022 Q4	$46.5M	Buy	259,227 +11,826	+5%	+$2.06M	1.41%	13
2022 Q3	$35.5M	Buy	247,401 +6,104	+3%	+$931K	1.22%	15
2022 Q2	$34.9M	Buy	241,297 +8,837	+4%	+$1.46M	1.16%	19
2022 Q1	$37.9M	Buy	232,460 +68,432	+42%	+$9.81M	1.16%	20
2021 Q4	$19.2M	Buy	164,028 +31,670	+24%	+$3.6M	0.59%	45
2021 Q3	$13.4M	Buy	132,358 +10,170	+8%	+$1.01M	0.45%	51
2021 Q2	$12.8M	Buy	122,188 +12,065	+11%	+$1.27M	0.44%	54
2021 Q1	$11.5M	Buy	110,123 +13,570	+14%	+$1.33M	0.43%	55
2020 Q4	$8.15M	Buy	96,553 +9,260	+11%	+$750K	0.34%	68
2020 Q3	$6.29M	Buy	87,293 +12,820	+17%	+$1.08M	0.3%	70
2020 Q2	$6.64M	Buy	74,473 +9,206	+14%	+$824K	0.34%	66
2020 Q1	$4.73M	Buy	65,267 +3,029	+5%	+$299K	0.3%	69
2019 Q4	$7.5M	Buy	62,238 +6,204	+11%	+$731K	0.36%	71
2019 Q3	$6.65M	Buy	56,034 +477	+0.9%	+$57.9K	0.35%	76
2019 Q2	$6.91M	Buy	55,557 +70	+0.1%	+$8.46K	0.38%	72
2019 Q1	$6.83M	Sell	55,487 -240	-0.4%	-$28.4K	0.4%	61
2018 Q4	$6.06M	Buy	55,727 +1,010	+2%	+$117K	0.4%	62
2018 Q3	$6.69M	Sell	54,717 -851	-2%	-$103K	0.39%	58
2018 Q2	$7.03M	Buy	55,568 +1,502	+3%	+$186K	0.44%	55
2018 Q1	$6.17M	Buy	54,066 +2,064	+4%	+$247K	0.4%	57
2017 Q4	$6.51M	Buy	52,002 +223	+0.4%	+$26.4K	0.42%	54
2017 Q3	$6.08M	Sell	51,779 -240	-0.5%	-$26.2K	0.42%	56
2017 Q2	$5.43M	Sell	52,019 -1,854	-3%	-$196K	0.39%	62
2017 Q1	$5.78M	Buy	53,873 +7,898	+17%	+$886K	0.44%	56
2016 Q4	$5.41M	Sell	45,975 -101	-0.2%	-$11K	0.46%	56
2016 Q3	$4.74M	Buy	46,076 +1,762	+4%	+$180K	0.42%	58
2016 Q2	$4.64M	Buy	44,314 +1,957	+5%	+$197K	0.44%	52
2016 Q1	$4.04M	Buy	42,357 +915	+2%	+$80K	0.4%	57
2015 Q4	$3.73M	Sell	41,442 -639	-2%	-$57.6K	0.38%	59
2015 Q3	$3.32M	Buy	42,081 +1,101	+3%	+$92.7K	0.37%	59
2015 Q2	$3.95M	Buy	40,980 +292	+0.7%	+$30.7K	0.43%	54
2015 Q1	$4.27M	Buy	40,688 +1,478	+4%	+$158K	0.45%	51
2014 Q4	$4.4M	Buy	39,210 +446	+1%	+$50.7K	0.49%	50
2014 Q3	$4.63M	Buy	38,764 +1,379	+4%	+$176K	0.53%	51
2014 Q2	$4.88M	Buy	37,385 +539	+1%	+$67.1K	0.56%	49
2014 Q1	$4.38M	Buy	36,846 +470	+1%	+$54.7K	0.55%	51
2013 Q4	$4.54M	Buy	+36,376	New	+$4.4M	0.6%	48

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

Capital Investment Advisors's CVX Position: Q1 2026 in Review

Capital Investment Advisors increased its Chevron (CVX) stake by 5% in Q1 2026, buying an estimated $3.25M and bringing the position to 376,105 shares worth $77.8M. The position accounts for 1.14% of the portfolio, ranked #22.

Capital Investment Advisors first reported a position in CVX in Q4 2013 and has held it in 50 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Capital Investment Advisors held 376,105 shares of Chevron worth $77.8M as of Q1 2026.
Capital Investment Advisors bought 17,798 Chevron shares in Q1 2026, an estimated $3.25M.
Chevron made up 1.14% of Capital Investment Advisors's portfolio in Q1 2026, its #22 holding.
Capital Investment Advisors first reported a position in Chevron in Q4 2013 and has held it in 50 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.