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Drake & Associates’s Chevron CVX Stock Holding History

Drake & Associates’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 		– Sell
-2,889
Closed -$440K – 99
2025
Q4 		$440K Sell
2,889
-466
-14% -$71K 0.09% 82
2025
Q3 		$512K Sell
3,355
-521
-13% -$80.7K 0.11% 76
2025
Q2 		$555K Buy
3,876
+524
+16% +$73.9K 0.14% 69
2025
Q1 		$561K Buy
3,352
+536
+19% +$83.9K 0.16% 55
2024
Q4 		$430K Buy
+2,816
New +$431K 0.12% 66

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Drake & Associates's CVX Position: Q1 2026 in Review

Drake & Associates sold out of Chevron (CVX) in Q1 2026, closing a stake of 2,889 shares — an estimated $440K sold.

Drake & Associates first reported a position in CVX in Q4 2024 and held it in 5 quarters. The position peaked at $561K in Q1 2025. 4,291 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Drake & Associates reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Drake & Associates sold 2,889 Chevron shares in Q1 2026, an estimated $440K.
  • Drake & Associates first reported a position in Chevron in Q4 2024 and held it in 5 quarters.
  • Drake & Associates's Chevron position peaked at $561K in Q1 2025.
  • 4,291 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Drake & Associates's 13F filing for Q1 2026, filed 13 May 2026.