Diversify Advisory Services’s Chevron CVX Stock Holding History

Diversify Advisory Services’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	$713K	Sell	3,708 -61,413	-94%	-$11.2M	0.11%	93
2025 Q4	$10.8M	Buy	65,121 +23,649	+57%	+$3.6M	0.34%	47
2025 Q3	$6.39M	Sell	41,472 -2,673	-6%	-$414K	0.21%	79
2025 Q2	$6.82M	Buy	44,145 +16,498	+60%	+$2.33M	0.26%	62
2025 Q1	$3.85M	Sell	27,647 -3,899	-12%	-$610K	0.24%	70
2024 Q4	$4.83M	Sell	31,546 -7,278	-19%	-$1.11M	0.27%	56
2024 Q3	$5.86M	Sell	38,824 -2,168	-5%	-$323K	0.32%	59
2024 Q2	$6.27M	Sell	40,992 -7,206	-15%	-$1.15M	0.34%	54
2024 Q1	$7.67M	Buy	+48,198	New	+$7.27M	0.45%	44

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

Diversify Advisory Services's CVX Position: Q1 2026 in Review

Diversify Advisory Services reduced its Chevron (CVX) stake by 94% in Q1 2026, selling an estimated $11.2M and leaving 3,708 shares worth $713K. The position accounts for 0.11% of the portfolio, ranked #93.

Diversify Advisory Services first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q4 2025. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Diversify Advisory Services held 3,708 shares of Chevron worth $713K as of Q1 2026.
Diversify Advisory Services sold 61,413 Chevron shares in Q1 2026, an estimated $11.2M.
Chevron made up 0.11% of Diversify Advisory Services's portfolio in Q1 2026, its #93 holding.
Diversify Advisory Services first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Chevron position peaked at $10.8M in Q4 2025.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.