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Cardiff Park Advisors’s Chevron CVX Stock Holding History

Cardiff Park 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 		$4.2M Sell
20,322
-24
-0.1% -$4.38K 0.34% 52
2025
Q4 		$3.1M Sell
20,346
-78
-0.4% -$11.9K 0.25% 55
2025
Q3 		$3.17M Buy
20,424
+949
+5% +$147K 0.24% 56
2025
Q2 		$2.79M Sell
19,475
-2,191
-10% -$309K 0.24% 55
2025
Q1 		$3.62M Buy
21,666
+1,302
+6% +$204K 0.35% 46
2024
Q4 		$2.95M Buy
20,364
+29
+0.1% +$4.44K 0.28% 52
2024
Q3 		$2.99M Buy
20,335
+32
+0.2% +$4.76K 0.27% 53
2024
Q2 		$3.18M Buy
20,303
+113
+0.6% +$18K 0.3% 48
2024
Q1 		$3.18M Buy
20,190
+29
+0.1% +$4.38K 0.3% 52
2023
Q4 		$3.01M Buy
20,161
+27
+0.1% +$4.08K 0.33% 47
2023
Q3 		$3.4M Buy
20,134
+23
+0.1% +$3.71K 0.43% 41
2023
Q2 		$3.16M Buy
20,111
+24
+0.1% +$3.85K 0.39% 42
2023
Q1 		$3.28M Buy
20,087
+24
+0.1% +$4.02K 0.43% 42
2022
Q4 		$3.6M Buy
20,063
+4
+0% +$698 0.5% 38
2022
Q3 		$2.88M Buy
20,059
+1,573
+9% +$240K 0.45% 42
2022
Q2 		$2.68M Buy
18,486
+623
+3% +$103K 0.4% 45
2022
Q1 		$2.91M Buy
17,863
+193
+1% +$27.7K 0.41% 38
2021
Q4 		$2.07M Buy
+17,670
New +$2.01M 0.27% 49

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

Cardiff Park Advisors's CVX Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Chevron (CVX) stake by 0.12% in Q1 2026, selling an estimated $4.38K and leaving 20,322 shares worth $4.2M. The position accounts for 0.34% of the portfolio, ranked #52.

Cardiff Park Advisors first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cardiff Park Advisors held 20,322 shares of Chevron worth $4.2M as of Q1 2026.
  • Cardiff Park Advisors sold 24 Chevron shares in Q1 2026, an estimated $4.38K.
  • Chevron made up 0.34% of Cardiff Park Advisors's portfolio in Q1 2026, its #52 holding.
  • Cardiff Park Advisors first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.