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CWS Financial Advisors’s Chevron CVX Stock Holding History

CWS Financial 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 		$1.55M Buy
7,503
+140
+2% +$25.5K 0.4% 41
2025
Q4 		$1.12M Buy
7,363
+68
+0.9% +$10.4K 0.3% 49
2025
Q3 		$1.13M Buy
7,295
+869
+14% +$135K 0.31% 45
2025
Q2 		$920K Buy
6,426
+12
+0.2% +$1.69K 0.27% 48
2025
Q1 		$1.07M Buy
6,414
+250
+4% +$39.1K 0.34% 42
2024
Q4 		$893K Buy
6,164
+1,093
+22% +$167K 0.29% 41
2024
Q3 		$747K Buy
5,071
+790
+18% +$118K 0.26% 44
2024
Q2 		$670K Sell
4,281
-1,271
-23% -$203K 0.26% 42
2024
Q1 		$876K Sell
5,552
-6,855
-55% -$1.03M 0.36% 29
2023
Q4 		$1.85M Sell
12,407
-663
-5% -$100K 0.69% 20
2023
Q3 		$2.2M Buy
13,070
+106
+0.8% +$17.1K 0.88% 17
2023
Q2 		$2.04M Buy
12,964
+244
+2% +$39.1K 0.77% 20
2023
Q1 		$2.08M Sell
12,720
-4,555
-26% -$764K 0.83% 20
2022
Q4 		$1.81M Buy
17,275
+4,651
+37% +$812K 0.78% 13
2022
Q3 		$1.81M Sell
12,624
-130
-1% -$19.8K 0.87% 18
2022
Q2 		$1.85M Sell
12,754
-4,557
-26% -$753K 0.84% 19
2022
Q1 		$2.82M Sell
17,311
-321
-2% -$46K 1.06% 11
2021
Q4 		$2.07M Buy
+17,632
New +$2M 0.73% 18
2021
Q2 		$1.82M Buy
17,426
+151
+0.9% +$15.9K 0.73% 15
2021
Q1 		$1.81M Sell
17,275
-352
-2% -$34.4K 0.78% 13
2020
Q4 		$1.49M Sell
17,627
-422
-2% -$34.2K 0.87% 11
2020
Q3 		$1.3M Sell
18,049
-1,777
-9% -$149K 0.86% 11
2020
Q2 		$1.77M Buy
19,826
+550
+3% +$49.2K 1.28% 7
2020
Q1 		$2.32M Hold
19,276
– – 1.72% 5
2019
Q4 		$2.32M Buy
+19,276
New +$2.27M 1.69% 5

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

CWS Financial Advisors's CVX Position: Q1 2026 in Review

CWS Financial Advisors increased its Chevron (CVX) stake by 1.9% in Q1 2026, buying an estimated $25.5K and bringing the position to 7,503 shares worth $1.55M. The position accounts for 0.4% of the portfolio, ranked #41.

CWS Financial Advisors first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.82M in Q1 2022. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • CWS Financial Advisors held 7,503 shares of Chevron worth $1.55M as of Q1 2026.
  • CWS Financial Advisors bought 140 Chevron shares in Q1 2026, an estimated $25.5K.
  • Chevron made up 0.4% of CWS Financial Advisors's portfolio in Q1 2026, its #41 holding.
  • CWS Financial Advisors first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Chevron position peaked at $2.82M in Q1 2022.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.