DA
CVX icon

Denali Advisors’s Chevron CVX Stock Holding History

Denali 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 		$3.94M Buy
+19,056
New +$3.47M 0.44% 82
2025
Q3 		– Sell
-5,701
Closed -$816K – 303
2025
Q2 		$816K Sell
5,701
-1,200
-17% -$169K 0.09% 190
2025
Q1 		$1.15M Buy
6,901
+100
+1% +$15.7K 0.13% 161
2024
Q4 		$985K Sell
6,801
-500
-7% -$76.5K 0.1% 176
2024
Q3 		$1.08M Buy
7,301
+1,301
+22% +$194K 0.12% 167
2024
Q2 		$939K Sell
6,000
-100
-2% -$15.9K 0.26% 90
2024
Q1 		$962K Buy
6,100
+4,400
+259% +$664K 0.28% 82
2023
Q4 		$254K Buy
+1,700
New +$257K 0.08% 205
2016
Q3 		– Sell
-11,600
Closed -$1.22M – 291
2016
Q2 		$1.22M Sell
11,600
-94,900
-89% -$9.55M 0.21% 91
2016
Q1 		$10.2M Sell
106,500
-200
-0.2% -$17.5K 2.22% 10
2015
Q4 		$9.6M Hold
106,700
– – 2.15% 9
2015
Q3 		$8.42M Buy
106,700
+200
+0.2% +$16.8K 1.94% 12
2015
Q2 		$10.3M Buy
106,500
+28,700
+37% +$3.01M 2.23% 8
2015
Q1 		$8.17M Buy
77,800
+33,900
+77% +$3.62M 1.87% 13
2014
Q4 		$4.92M Buy
43,900
+6,900
+19% +$784K 1.39% 21
2014
Q3 		$4.42M Buy
37,000
+700
+2% +$89.3K 1.27% 27
2014
Q2 		$4.74M Sell
36,300
-700
-2% -$87.1K 1.3% 25
2014
Q1 		$4.4M Buy
37,000
+8,000
+28% +$930K 1.27% 24
2013
Q4 		$3.62M Buy
29,000
+900
+3% +$109K 1.14% 34
2013
Q3 		$3.41M Hold
28,100
– – 1.18% 30
2013
Q2 		$3.33M Buy
+28,100
New +$3.4M 1.24% 26

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

Denali Advisors's CVX Position: Q1 2026 in Review

Denali Advisors opened a new position in Chevron (CVX) in Q1 2026: 19,056 shares worth $3.94M. The stake represents 0.44% of the portfolio and ranks #82 among its holdings. This is a return to the name: Denali Advisors previously reported a position in CVX as recently as Q2 2025.

Denali Advisors first reported a position in CVX in Q2 2013 and has held it in 21 quarters since. The position peaked at $10.3M in Q2 2015. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Denali Advisors held 19,056 shares of Chevron worth $3.94M as of Q1 2026.
  • Chevron was a new Denali Advisors position in Q1 2026.
  • Chevron made up 0.44% of Denali Advisors's portfolio in Q1 2026, its #82 holding.
  • Denali Advisors first reported a position in Chevron in Q2 2013 and has held it in 21 quarters since.
  • Denali Advisors's Chevron position peaked at $10.3M in Q2 2015.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.