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Cladis Investment Advisory’s Chevron CVX Stock Holding History

Cladis Investment 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 		$894K Sell
4,320
-1,100
-20% -$201K 0.49% 65
2025
Q4 		$826K Hold
5,420
– – 0.45% 70
2025
Q3 		$842K Buy
5,420
+1,150
+27% +$178K 0.48% 62
2025
Q2 		$611K Buy
4,270
+495
+13% +$69.8K 0.38% 74
2025
Q1 		$632K Buy
3,775
+50
+1% +$7.83K 0.46% 67
2024
Q4 		$540K Sell
3,725
-240
-6% -$36.7K 0.38% 73
2024
Q3 		$584K Hold
3,965
– – 0.4% 72
2024
Q2 		$620K Sell
3,965
-66
-2% -$10.5K 0.45% 65
2024
Q1 		$636K Buy
4,031
+241
+6% +$36.4K 0.47% 66
2023
Q4 		$565K Sell
3,790
-45
-1% -$6.81K 0.44% 70
2023
Q3 		$647K Sell
3,835
-300
-7% -$48.5K 0.57% 58
2023
Q2 		$651K Hold
4,135
– – 0.57% 60
2023
Q1 		$675K Buy
4,135
+200
+5% +$33.5K 0.61% 60
2022
Q4 		$706K Sell
3,935
-200
-5% -$34.9K 0.7% 47
2022
Q3 		$594K Hold
4,135
– – 0.64% 53
2022
Q2 		$599K Sell
4,135
-250
-6% -$41.3K 0.6% 58
2022
Q1 		$714K Buy
4,385
+82
+2% +$11.8K 0.58% 58
2021
Q4 		$505K Buy
+4,303
New +$489K 0.41% 77

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

Cladis Investment Advisory's CVX Position: Q1 2026 in Review

Cladis Investment Advisory reduced its Chevron (CVX) stake by 20% in Q1 2026, selling an estimated $201K and leaving 4,320 shares worth $894K. The position accounts for 0.49% of the portfolio, ranked #65.

Cladis Investment Advisory first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cladis Investment Advisory held 4,320 shares of Chevron worth $894K as of Q1 2026.
  • Cladis Investment Advisory sold 1,100 Chevron shares in Q1 2026, an estimated $201K.
  • Chevron made up 0.49% of Cladis Investment Advisory's portfolio in Q1 2026, its #65 holding.
  • Cladis Investment Advisory first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.