Carson Advisory’s Chevron CVX Stock Holding History

Carson Advisory’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	$1.13M	Sell	5,455 -924	-14%	-$168K	0.59%	37
2025 Q4	$972K	Sell	6,379 -150	-2%	-$22.8K	0.51%	52
2025 Q3	$1.01M	Sell	6,529 -198	-3%	-$30.7K	0.55%	45
2025 Q2	$963K	Sell	6,727 -329	-5%	-$46.4K	0.61%	46
2025 Q1	$1.18M	Sell	7,056 -334	-5%	-$52.3K	0.8%	32
2024 Q4	$1.07M	Sell	7,390 -338	-4%	-$51.7K	0.74%	34
2024 Q3	$1.14M	Buy	7,728 +539	+7%	+$80.2K	0.71%	34
2024 Q2	$1.12M	Buy	7,189 +32	+0.4%	+$5.1K	0.79%	31
2024 Q1	$1.13M	Buy	7,157 +93	+1%	+$14K	0.79%	32
2023 Q4	$1.05M	Sell	7,064 -102	-1%	-$15.4K	0.82%	30
2023 Q3	$1.21M	Buy	7,166 +1,449	+25%	+$234K	1.06%	26
2023 Q2	$900K	Sell	5,717 -9	-0.2%	-$1.44K	0.76%	34
2023 Q1	$934K	Buy	5,726 +1	+0%	+$168	0.83%	34
2022 Q4	$1.03M	Buy	5,725 +287	+5%	+$50.1K	0.99%	27
2022 Q3	$781K	Buy	5,438 +891	+20%	+$136K	0.87%	34
2022 Q2	$658K	Sell	4,547 -199	-4%	-$32.9K	0.73%	41
2022 Q1	$773K	Sell	4,746 -657	-12%	-$94.2K	0.77%	36
2021 Q4	$634K	Buy	+5,403	New	+$614K	0.64%	46

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

Carson Advisory's CVX Position: Q1 2026 in Review

Carson Advisory reduced its Chevron (CVX) stake by 14% in Q1 2026, selling an estimated $168K and leaving 5,455 shares worth $1.13M. The position accounts for 0.59% of the portfolio, ranked #37.

Carson Advisory first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q3 2023. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Carson Advisory held 5,455 shares of Chevron worth $1.13M as of Q1 2026.
Carson Advisory sold 924 Chevron shares in Q1 2026, an estimated $168K.
Chevron made up 0.59% of Carson Advisory's portfolio in Q1 2026, its #37 holding.
Carson Advisory first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
Carson Advisory's Chevron position peaked at $1.21M in Q3 2023.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.