COFG Advisors’s Chevron CVX Stock Holding History

COFG 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	$592K	Buy	2,860 +13	+0.5%	+$2.37K	0.15%	100
2025 Q4	$434K	Buy	+2,847	New	+$434K	0.11%	126

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

COFG Advisors's CVX Position: Q1 2026 in Review

COFG Advisors increased its Chevron (CVX) stake by 0.46% in Q1 2026, buying an estimated $2.37K and bringing the position to 2,860 shares worth $592K. The position accounts for 0.15% of the portfolio, ranked #100.

COFG Advisors first reported a position in CVX in Q4 2025 and has held it in 2 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

COFG Advisors held 2,860 shares of Chevron worth $592K as of Q1 2026.
COFG Advisors bought 13 Chevron shares in Q1 2026, an estimated $2.37K.
Chevron made up 0.15% of COFG Advisors's portfolio in Q1 2026, its #100 holding.
COFG Advisors first reported a position in Chevron in Q4 2025 and has held it in 2 quarters since.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.