Cornerstone Advisors Asset Management’s Chevron CVX Stock Holding History

Cornerstone Advisors Asset Management’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	$409K	Sell	1,975 -36	-2%	-$6.57K	0.06%	107
2025 Q4	$306K	Buy	2,011 +206	+11%	+$31.4K	0.05%	110
2025 Q3	$280K	Buy	1,805 +203	+13%	+$31.4K	0.05%	109
2025 Q2	$229K	Sell	1,602 -1,938	-55%	-$273K	0.04%	104
2025 Q1	$592K	Buy	3,540 +1,974	+126%	+$309K	0.12%	81
2024 Q4	$227K	Buy	1,566 +26	+2%	+$3.98K	0.05%	103
2024 Q3	$227K	Hold	1,540	–	–	0.05%	102
2024 Q2	$241K	Hold	1,540	–	–	0.07%	97
2024 Q1	$243K	Hold	1,540	–	–	0.09%	96
2023 Q4	$230K	Hold	1,540	–	–	0.09%	94
2023 Q3	$260K	Buy	+1,540	New	+$249K	0.1%	85
2022 Q3	–	Sell	-2,130	Closed	-$308K	–	64
2022 Q2	$308K	Buy	+2,130	New	+$352K	0.22%	60

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

Cornerstone Advisors Asset Management's CVX Position: Q1 2026 in Review

Cornerstone Advisors Asset Management reduced its Chevron (CVX) stake by 1.8% in Q1 2026, selling an estimated $6.57K and leaving 1,975 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #107.

Cornerstone Advisors Asset Management first reported a position in CVX in Q2 2022 and has held it in 12 quarters since. The position peaked at $592K in Q1 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Cornerstone Advisors Asset Management held 1,975 shares of Chevron worth $409K as of Q1 2026.
Cornerstone Advisors Asset Management sold 36 Chevron shares in Q1 2026, an estimated $6.57K.
Chevron made up 0.06% of Cornerstone Advisors Asset Management's portfolio in Q1 2026, its #107 holding.
Cornerstone Advisors Asset Management first reported a position in Chevron in Q2 2022 and has held it in 12 quarters since.
Cornerstone Advisors Asset Management's Chevron position peaked at $592K in Q1 2025.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q1 2026, filed 7 May 2026.