Droms Strauss Advisors’s Chevron CVX Stock Holding History

Droms Strauss 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	$238K	Buy	+1,152	New	+$210K	0.06%	72
2023 Q4	–	Sell	-1,248	Closed	-$210K	–	67
2023 Q3	$210K	Buy	+1,248	New	+$202K	0.09%	61
2023 Q1	–	Sell	-1,173	Closed	-$211K	–	66
2022 Q4	$211K	Buy	+1,173	New	+$205K	0.1%	60
2022 Q2	–	Sell	-1,232	Closed	-$204K	–	59
2022 Q1	$204K	Buy	+1,232	New	+$177K	0.1%	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 $295B AUM 31.6% 1-Year Est. Return

Droms Strauss Advisors's CVX Position: Q1 2026 in Review

Droms Strauss Advisors opened a new position in Chevron (CVX) in Q1 2026: 1,152 shares worth $238K. The stake represents 0.06% of the portfolio and ranks #72 among its holdings. This is a return to the name: Droms Strauss Advisors previously reported a position in CVX as recently as Q3 2023.

Droms Strauss Advisors first reported a position in CVX in Q1 2022 and has held it in 4 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Droms Strauss Advisors held 1,152 shares of Chevron worth $238K as of Q1 2026.
Chevron was a new Droms Strauss Advisors position in Q1 2026.
Chevron made up 0.06% of Droms Strauss Advisors's portfolio in Q1 2026, its #72 holding.
Droms Strauss Advisors first reported a position in Chevron in Q1 2022 and has held it in 4 quarters since.
4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.