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Capital Performance Advisors’s Chevron CVX Stock Holding History

Capital Performance 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 		$1.01M Buy
4,859
+676
+16% +$123K 0.07% 124
2025
Q4 		$638K Buy
4,183
+877
+27% +$134K 0.05% 179
2025
Q3 		$513K Buy
+3,306
New +$512K 0.08% 126
2025
Q2 		– Sell
-2,356
Closed -$394K – 285
2025
Q1 		$394K Buy
+2,356
New +$369K 0.09% 131
2024
Q4 		– Sell
-841
Closed -$124K – 784
2024
Q3 		$124K Buy
+841
New +$125K 0.04% 163

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

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

Capital Performance Advisors increased its Chevron (CVX) stake by 16% in Q1 2026, buying an estimated $123K and bringing the position to 4,859 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #124.

Capital Performance Advisors first reported a position in CVX in Q3 2024 and has held it in 5 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Capital Performance Advisors held 4,859 shares of Chevron worth $1.01M as of Q1 2026.
  • Capital Performance Advisors bought 676 Chevron shares in Q1 2026, an estimated $123K.
  • Chevron made up 0.07% of Capital Performance Advisors's portfolio in Q1 2026, its #124 holding.
  • Capital Performance Advisors first reported a position in Chevron in Q3 2024 and has held it in 5 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.