EIG
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Ellenbecker Investment Group’s Chevron CVX Stock Holding History

Ellenbecker Investment Group’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 		$762K Buy
3,681
+149
+4% +$27.2K 0.1% 55
2025
Q4 		$538K Buy
3,532
+8
+0.2% +$1.22K 0.08% 68
2025
Q3 		$547K Buy
3,524
+26
+0.7% +$4.03K 0.08% 68
2025
Q2 		$501K Sell
3,498
-20
-0.6% -$2.82K 0.08% 70
2025
Q1 		$589K Buy
3,518
+25
+0.7% +$3.91K 0.11% 59
2024
Q4 		$506K Sell
3,493
-644
-16% -$98.6K 0.09% 67
2024
Q3 		$609K Buy
4,137
+34
+0.8% +$5.06K 0.12% 56
2024
Q2 		$642K Sell
4,103
-243
-6% -$38.7K 0.13% 53
2024
Q1 		$686K Buy
4,346
+65
+2% +$9.81K 0.14% 51
2023
Q4 		$638K Sell
4,281
-784
-15% -$119K 0.15% 52
2023
Q3 		$854K Hold
5,065
– – 0.22% 41
2023
Q2 		$797K Buy
5,065
+139
+3% +$22.3K 0.2% 41
2023
Q1 		$803K Sell
4,926
-51
-1% -$8.55K 0.22% 37
2022
Q4 		$893K Buy
4,977
+122
+3% +$21.3K 0.26% 35
2022
Q3 		$697K Buy
4,855
+74
+2% +$11.3K 0.22% 34
2022
Q2 		$692K Buy
4,781
+21
+0.4% +$3.47K 0.21% 35
2022
Q1 		$775K Sell
4,760
-47
-1% -$6.74K 0.22% 34
2021
Q4 		$564K Buy
4,807
+38
+0.8% +$4.32K 0.16% 40
2021
Q3 		$484K Buy
4,769
+236
+5% +$23.5K 0.15% 38
2021
Q2 		$475K Buy
4,533
+717
+19% +$75.7K 0.16% 39
2021
Q1 		$400K Sell
3,816
-54
-1% -$5.27K 0.14% 43
2020
Q4 		$327K Buy
3,870
+113
+3% +$9.15K 0.12% 46
2020
Q3 		$270K Sell
3,757
-34
-0.9% -$2.86K 0.11% 47
2020
Q2 		$338K Buy
3,791
+433
+13% +$38.8K 0.17% 39
2020
Q1 		$243K Buy
3,358
+510
+18% +$50.4K 0.15% 41
2019
Q4 		$343K Buy
2,848
+1
+0% +$118 0.18% 42
2019
Q3 		$338K Hold
2,847
– – 0.19% 42
2019
Q2 		$354K Buy
2,847
+229
+9% +$27.7K 0.21% 41
2019
Q1 		$322K Sell
2,618
-1,023
-28% -$121K 0.21% 43
2018
Q4 		$396K Buy
+3,641
New +$422K 0.31% 32

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

Ellenbecker Investment Group's CVX Position: Q1 2026 in Review

Ellenbecker Investment Group increased its Chevron (CVX) stake by 4.2% in Q1 2026, buying an estimated $27.2K and bringing the position to 3,681 shares worth $762K. The position accounts for 0.1% of the portfolio, ranked #55.

Ellenbecker Investment Group first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $893K in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Ellenbecker Investment Group held 3,681 shares of Chevron worth $762K as of Q1 2026.
  • Ellenbecker Investment Group bought 149 Chevron shares in Q1 2026, an estimated $27.2K.
  • Chevron made up 0.1% of Ellenbecker Investment Group's portfolio in Q1 2026, its #55 holding.
  • Ellenbecker Investment Group first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Ellenbecker Investment Group's Chevron position peaked at $893K in Q4 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.