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Cohen Investment Advisors’s Chevron CVX Stock Holding History

Cohen Investment 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 		$5.48M Buy
26,494
+151
+0.6% +$27.5K 2.6% 12
2025
Q4 		$4.01M Buy
26,343
+1,002
+4% +$153K 1.85% 22
2025
Q3 		$3.94M Buy
25,341
+958
+4% +$148K 1.91% 22
2025
Q2 		$3.49M Buy
24,383
+2,431
+11% +$343K 1.82% 24
2025
Q1 		$3.67M Buy
21,952
+2,402
+12% +$376K 2.13% 15
2024
Q4 		$2.83M Buy
19,550
+474
+2% +$72.6K 1.71% 24
2024
Q3 		$2.81M Sell
19,076
-150
-0.8% -$22.3K 1.72% 28
2024
Q2 		$3.24M Sell
19,226
-458
-2% -$73K 2.61% 7
2024
Q1 		$3.1M Buy
19,684
+1,907
+11% +$288K 2.01% 17
2023
Q4 		$2.65M Sell
17,777
-1,449
-8% -$219K 1.95% 21
2023
Q3 		$3.24M Buy
19,226
+1,030
+6% +$166K 2.61% 7
2023
Q2 		$2.86M Sell
18,196
-1,503
-8% -$241K 2.3% 10
2023
Q1 		$3.21M Sell
19,699
-369
-2% -$61.9K 2.54% 6
2022
Q4 		$3.6M Sell
20,068
-193
-1% -$33.7K 3% 5
2022
Q3 		$2.91M Sell
20,261
-245
-1% -$37.4K 2.67% 6
2022
Q2 		$2.97M Sell
20,506
-177
-0.9% -$29.3K 2.54% 8
2022
Q1 		$3.37M Sell
20,683
-146
-0.7% -$20.9K 2.5% 6
2021
Q4 		$2.44M Buy
20,829
+124
+0.6% +$14.1K 1.74% 27
2021
Q3 		$2.1M Buy
20,705
+351
+2% +$35K 1.61% 32
2021
Q2 		$2.13M Buy
20,354
+205
+1% +$21.6K 1.66% 31
2021
Q1 		$2.13M Buy
20,149
+420
+2% +$41K 1.73% 29
2020
Q4 		$1.67M Buy
+19,729
New +$1.6M 1.5% 34

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

Cohen Investment Advisors's CVX Position: Q1 2026 in Review

Cohen Investment Advisors increased its Chevron (CVX) stake by 0.57% in Q1 2026, buying an estimated $27.5K and bringing the position to 26,494 shares worth $5.48M. The position accounts for 2.6% of the portfolio, ranked #12.

Cohen Investment Advisors first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cohen Investment Advisors held 26,494 shares of Chevron worth $5.48M as of Q1 2026.
  • Cohen Investment Advisors bought 151 Chevron shares in Q1 2026, an estimated $27.5K.
  • Chevron made up 2.6% of Cohen Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • Cohen Investment Advisors first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.