Empower Advisory Group
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Empower Advisory Group’s Chevron CVX Stock Holding History

Empower Advisory 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 		$181M Buy
873,185
+43,125
+5% +$7.86M 0.47% 38
2025
Q4 		$127M Buy
830,060
+10,121
+1% +$1.54M 0.34% 52
2025
Q3 		$127M Buy
819,939
+24,524
+3% +$3.8M 0.35% 51
2025
Q2 		$114M Buy
795,415
+47,590
+6% +$6.71M 0.34% 55
2025
Q1 		$125M Buy
747,825
+24,822
+3% +$3.89M 0.41% 47
2024
Q4 		$105M Buy
723,003
+26,974
+4% +$4.13M 0.35% 54
2024
Q3 		$103M Buy
696,029
+22,014
+3% +$3.28M 0.35% 59
2024
Q2 		$105M Sell
674,015
-149,173
-18% -$23.8M 0.39% 54
2024
Q1 		$130M Buy
823,188
+130,935
+19% +$19.8M 0.49% 42
2023
Q4 		$103M Buy
692,253
+52,033
+8% +$7.87M 0.41% 52
2023
Q3 		$108M Buy
640,220
+74,778
+13% +$12.1M 0.48% 37
2023
Q2 		$89M Buy
565,442
+9,308
+2% +$1.49M 0.38% 56
2023
Q1 		$94.5M Buy
+556,134
New +$93.2M 0.42% 49

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

Empower Advisory Group's CVX Position: Q1 2026 in Review

Empower Advisory Group increased its Chevron (CVX) stake by 5.2% in Q1 2026, buying an estimated $7.86M and bringing the position to 873,185 shares worth $181M. The position accounts for 0.47% of the portfolio, ranked #38.

Empower Advisory Group first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Empower Advisory Group held 873,185 shares of Chevron worth $181M as of Q1 2026.
  • Empower Advisory Group bought 43,125 Chevron shares in Q1 2026, an estimated $7.86M.
  • Chevron made up 0.47% of Empower Advisory Group's portfolio in Q1 2026, its #38 holding.
  • Empower Advisory Group first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.