Diversified Portfolios Inc’s Chevron CVX Stock Holding History

Diversified Portfolios Inc’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	$232K	Buy	+1,123	New	+$205K	0.02%	164
2025 Q4	–	Sell	-1,393	Closed	-$216K	–	183
2025 Q3	$216K	Buy	+1,393	New	+$216K	0.02%	159
2022 Q2	–	Sell	-1,353	Closed	-$220K	–	131
2022 Q1	$220K	Buy	+1,353	New	+$194K	0.05%	129
2018 Q3	–	Sell	-1,932	Closed	-$244K	–	50
2018 Q2	$244K	Sell	1,932 -356	-16%	-$44.2K	0.14%	42
2018 Q1	$261K	Sell	2,288 -48	-2%	-$5.74K	0.15%	42
2017 Q4	$292K	Buy	+2,336	New	+$277K	0.16%	41
2015 Q1	–	Sell	-3,272	Closed	-$367K	–	62
2014 Q4	$367K	Buy	+3,272	New	+$372K	0.22%	49

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 $295B AUM 31.6% 1-Year Est. Return

Diversified Portfolios Inc's CVX Position: Q1 2026 in Review

Diversified Portfolios Inc opened a new position in Chevron (CVX) in Q1 2026: 1,123 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #164 among its holdings. This is a return to the name: Diversified Portfolios Inc previously reported a position in CVX as recently as Q3 2025.

Diversified Portfolios Inc first reported a position in CVX in Q4 2014 and has held it in 7 quarters since. The position peaked at $367K in Q4 2014. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Diversified Portfolios Inc held 1,123 shares of Chevron worth $232K as of Q1 2026.
Chevron was a new Diversified Portfolios Inc position in Q1 2026.
Chevron made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #164 holding.
Diversified Portfolios Inc first reported a position in Chevron in Q4 2014 and has held it in 7 quarters since.
Diversified Portfolios Inc's Chevron position peaked at $367K in Q4 2014.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.