CGF
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Constant Guidance Financial’s Chevron CVX Stock Holding History

Constant Guidance Financial’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 		$3.42M Buy
16,539
+8,030
+94% +$1.46M 2.37% 7
2025
Q4 		$1.3M Buy
+8,509
New +$1.3M 0.91% 19
2025
Q1 		– Sell
-29,390
Closed -$4.26M – 33
2024
Q4 		$4.26M Buy
+29,390
New +$4.5M 3.67% 7
2024
Q2 		– Sell
-14,766
Closed -$2.37M – 28
2024
Q1 		$2.37M Buy
+14,766
New +$2.23M 2.18% 11

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

Constant Guidance Financial's CVX Position: Q1 2026 in Review

Constant Guidance Financial increased its Chevron (CVX) stake by 94% in Q1 2026, buying an estimated $1.46M and bringing the position to 16,539 shares worth $3.42M. The position accounts for 2.37% of the portfolio, ranked #7.

Constant Guidance Financial first reported a position in CVX in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.26M in Q4 2024. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Constant Guidance Financial held 16,539 shares of Chevron worth $3.42M as of Q1 2026.
  • Constant Guidance Financial bought 8,030 Chevron shares in Q1 2026, an estimated $1.46M.
  • Chevron made up 2.37% of Constant Guidance Financial's portfolio in Q1 2026, its #7 holding.
  • Constant Guidance Financial first reported a position in Chevron in Q1 2024 and has held it in 4 quarters since.
  • Constant Guidance Financial's Chevron position peaked at $4.26M in Q4 2024.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.