CBIZ Investment Advisory Services’s Chevron CVX Stock Holding History

CBIZ Investment Advisory Services’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	$57.3K	Sell	277 -678	-71%	-$124K	﹤0.01%	82
2025 Q4	$145K	Buy	955 +62	+7%	+$9.44K	0.01%	66
2025 Q3	$139K	Buy	893 +100	+13%	+$15.5K	0.01%	63
2025 Q2	$113K	Sell	793 -121	-13%	-$17.1K	0.01%	72
2025 Q1	$153K	Sell	914 -270	-23%	-$42.3K	0.01%	57
2024 Q4	$171K	Buy	1,184 +68	+6%	+$10.4K	0.01%	54
2024 Q3	$164K	Hold	1,116	–	–	0.01%	55
2024 Q2	$175K	Sell	1,116 -6	-0.5%	-$957	0.01%	50
2024 Q1	$177K	Buy	+1,122	New	+$169K	0.01%	50
2021 Q3	–	Hold	0	–	–	–	66
2021 Q2	–	Hold	0	–	–	–	61
2021 Q1	–	Hold	0	–	–	–	53
2020 Q4	–	Hold	0	–	–	–	61
2020 Q3	–	Hold	0	–	–	–	64
2020 Q2	–	Hold	0	–	–	–	68
2020 Q1	–	Hold	0	–	–	–	103
2019 Q4	–	Hold	0	–	–	–	90

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 $336B AUM 34.66% 1-Year Est. Return

CBIZ Investment Advisory Services's CVX Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Chevron (CVX) stake by 71% in Q1 2026, selling an estimated $124K and leaving 277 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #82.

CBIZ Investment Advisory Services first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. The position peaked at $177K in Q1 2024. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

CBIZ Investment Advisory Services held 277 shares of Chevron worth $57.3K as of Q1 2026.
CBIZ Investment Advisory Services sold 678 Chevron shares in Q1 2026, an estimated $124K.
Chevron made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #82 holding.
CBIZ Investment Advisory Services first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Chevron position peaked at $177K in Q1 2024.
4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.