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Childress Capital Advisors’s Chevron CVX Stock Holding History

Childress Capital 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 		$1.97M Sell
9,519
-837
-8% -$153K 0.35% 48
2025
Q4 		$1.58M Sell
10,356
-255
-2% -$38.8K 0.25% 59
2025
Q3 		$1.65M Buy
10,611
+3,294
+45% +$510K 0.3% 55
2025
Q2 		$1.05M Sell
7,317
-1,034
-12% -$146K 0.26% 63
2025
Q1 		$1.4M Buy
8,351
+118
+1% +$18.5K 0.4% 45
2024
Q4 		$1.19M Sell
8,233
-6,610
-45% -$1.01M 0.33% 51
2024
Q3 		$2.19M Buy
14,843
+1,023
+7% +$152K 0.59% 31
2024
Q2 		$2.16M Buy
13,820
+5,835
+73% +$930K 0.61% 29
2024
Q1 		$1.26M Buy
7,985
+1,456
+22% +$220K 0.37% 49
2023
Q4 		$974K Sell
6,529
-126
-2% -$19.1K 0.29% 57
2023
Q3 		$1.12M Buy
+6,655
New +$1.07M 0.37% 49
2023
Q2 		– Sell
-2,353
Closed -$384K – 84
2023
Q1 		$384K Sell
2,353
-4,720
-67% -$791K 0.17% 57
2022
Q4 		$1.27M Sell
7,073
-241
-3% -$42.1K 0.42% 43
2022
Q3 		$1.05M Buy
7,314
+57
+0.8% +$8.69K 0.41% 47
2022
Q2 		$1.05M Sell
7,257
-1,758
-20% -$291K 0.42% 48
2022
Q1 		$1.47M Buy
9,015
+2,252
+33% +$323K 0.51% 36
2021
Q4 		$794K Sell
6,763
-1,675
-20% -$190K 0.33% 58
2021
Q3 		$856K Buy
8,438
+3,081
+58% +$307K 0.35% 59
2021
Q2 		$561K Sell
5,357
-3,878
-42% -$409K 0.26% 64
2021
Q1 		$967K Buy
9,235
+6,248
+209% +$610K 0.44% 44
2020
Q4 		$247K Buy
+2,987
New +$242K 0.14% 83

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

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

Childress Capital Advisors reduced its Chevron (CVX) stake by 8.1% in Q1 2026, selling an estimated $153K and leaving 9,519 shares worth $1.97M. The position accounts for 0.35% of the portfolio, ranked #48.

Childress Capital Advisors first reported a position in CVX in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.19M in Q3 2024. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Childress Capital Advisors held 9,519 shares of Chevron worth $1.97M as of Q1 2026.
  • Childress Capital Advisors sold 837 Chevron shares in Q1 2026, an estimated $153K.
  • Chevron made up 0.35% of Childress Capital Advisors's portfolio in Q1 2026, its #48 holding.
  • Childress Capital Advisors first reported a position in Chevron in Q4 2020 and has held it in 21 quarters since.
  • Childress Capital Advisors's Chevron position peaked at $2.19M in Q3 2024.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.