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CSM Advisors’s Chevron CVX Stock Holding History

CSM 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 		$43.4M Sell
209,973
-48,120
-19% -$8.77M 1.07% 17
2025
Q4 		$39.3M Sell
258,093
-25,445
-9% -$3.88M 1.07% 23
2025
Q3 		$44M Buy
283,538
+174,172
+159% +$27M 1.23% 13
2025
Q2 		$15.7M Buy
109,366
+3,430
+3% +$484K 0.46% 64
2025
Q1 		$17.7M Sell
105,936
-1,630
-2% -$255K 0.97% 23
2024
Q4 		$15.6M Buy
107,566
+16,855
+19% +$2.58M 0.73% 34
2024
Q3 		$13.4M Sell
90,711
-1,182
-1% -$176K 0.87% 38
2024
Q2 		$14.4M Buy
91,893
+9,082
+11% +$1.45M 1.01% 29
2024
Q1 		$13.1M Buy
82,811
+330
+0.4% +$49.8K 0.86% 34
2023
Q4 		$12.3M Sell
82,481
-945
-1% -$143K 0.89% 27
2023
Q3 		$14.1M Sell
83,426
-1,560
-2% -$252K 1.22% 18
2023
Q2 		$13.4M Sell
84,986
-2,155
-2% -$345K 1.01% 24
2023
Q1 		$14.2M Buy
87,141
+6,550
+8% +$1.1M 1.23% 18
2022
Q4 		$14.5M Buy
80,591
+3,890
+5% +$679K 1.38% 17
2022
Q3 		$11M Sell
76,701
-9,725
-11% -$1.48M 1.2% 16
2022
Q2 		$12.5M Buy
86,426
+490
+0.6% +$81K 1.14% 17
2022
Q1 		$14M Sell
85,936
-12,570
-13% -$1.8M 0.96% 26
2021
Q4 		$11.6M Buy
98,506
+33,435
+51% +$3.8M 0.77% 43
2021
Q3 		$6.6M Buy
65,071
+700
+1% +$69.8K 0.49% 58
2021
Q2 		$6.74M Sell
64,371
-2,450
-4% -$259K 0.45% 61
2021
Q1 		$7M Buy
+66,821
New +$6.52M 0.98% 43

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

CSM Advisors's CVX Position: Q1 2026 in Review

CSM Advisors reduced its Chevron (CVX) stake by 19% in Q1 2026, selling an estimated $8.77M and leaving 209,973 shares worth $43.4M. The position accounts for 1.07% of the portfolio, ranked #17.

CSM Advisors first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $44M in Q3 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • CSM Advisors held 209,973 shares of Chevron worth $43.4M as of Q1 2026.
  • CSM Advisors sold 48,120 Chevron shares in Q1 2026, an estimated $8.77M.
  • Chevron made up 1.07% of CSM Advisors's portfolio in Q1 2026, its #17 holding.
  • CSM Advisors first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • CSM Advisors's Chevron position peaked at $44M in Q3 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.