EFM
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Eley Financial Management’s Chevron CVX Stock Holding History

Eley Financial Management’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 		$1.57M Buy
7,580
+195
+3% +$35.6K 0.57% 44
2025
Q4 		$1.13M Buy
7,385
+104
+1% +$15.8K 0.4% 51
2025
Q3 		$1.13M Sell
7,281
-48
-0.7% -$7.43K 0.41% 52
2025
Q2 		$1.05M Buy
7,329
+209
+3% +$29.5K 0.4% 51
2025
Q1 		$1.2M Sell
7,120
-46
-0.6% -$7.2K 0.48% 48
2024
Q4 		$1.04M Buy
7,166
+61
+0.9% +$9.34K 0.4% 53
2024
Q3 		$1.05M Buy
7,105
+41
+0.6% +$6.1K 0.42% 55
2024
Q2 		$1.1M Buy
7,064
+89
+1% +$14.2K 0.47% 50
2024
Q1 		$1.1M Sell
6,975
-28
-0.4% -$4.22K 0.47% 52
2023
Q4 		$1.04M Buy
7,003
+34
+0.5% +$5.14K 0.49% 50
2023
Q3 		$1.19M Sell
6,969
-6
-0.1% -$969 0.61% 44
2023
Q2 		$1.1M Sell
6,975
-122
-2% -$19.6K 0.53% 47
2023
Q1 		$1.16M Sell
7,097
-146
-2% -$24.5K 0.6% 46
2022
Q4 		$1.3M Buy
+7,243
New +$1.26M 0.7% 45

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 $336B AUM 34.66% 1-Year Est. Return

Eley Financial Management's CVX Position: Q1 2026 in Review

Eley Financial Management increased its Chevron (CVX) stake by 2.6% in Q1 2026, buying an estimated $35.6K and bringing the position to 7,580 shares worth $1.57M. The position accounts for 0.57% of the portfolio, ranked #44.

Eley Financial Management first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Eley Financial Management held 7,580 shares of Chevron worth $1.57M as of Q1 2026.
  • Eley Financial Management bought 195 Chevron shares in Q1 2026, an estimated $35.6K.
  • Chevron made up 0.57% of Eley Financial Management's portfolio in Q1 2026, its #44 holding.
  • Eley Financial Management first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.