FDx Advisors’s Chevron CVX Stock Holding History

FDx 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	$735K	Buy	3,554 +218	+7%	+$39.8K	0.23%	72
2025 Q4	$508K	Buy	3,336 +5	+0.2%	+$762	0.26%	48
2025 Q3	$525K	Sell	3,331 -148	-4%	-$22.9K	0.16%	91
2025 Q2	$498K	Sell	3,479 -121	-3%	-$17.1K	0.15%	93
2025 Q1	$602K	Sell	3,600 -513	-12%	-$80.3K	0.2%	78
2024 Q4	$596K	Buy	4,113 +174	+4%	+$26.6K	0.17%	86
2024 Q3	$580K	Buy	3,939 +129	+3%	+$19.2K	0.16%	91
2024 Q2	$596K	Sell	3,810 -18,731	-83%	-$2.99M	0.16%	86
2024 Q1	$3.56M	Sell	22,541 -6,934	-24%	-$1.05M	0.54%	55
2023 Q4	$4.4M	Sell	29,475 -6,910	-19%	-$1.05M	0.34%	69
2023 Q3	$6.13M	Sell	36,385 -13,172	-27%	-$2.13M	0.51%	44
2023 Q2	$7.8M	Sell	49,557 -35,967	-42%	-$5.77M	0.43%	58
2023 Q1	$15.4M	Hold	85,524	–	–	0.67%	34
2022 Q4	$15.4M	Buy	85,524 +3,993	+5%	+$697K	0.67%	34
2022 Q3	$11.7M	Buy	81,531 +1,975	+2%	+$301K	0.53%	44
2022 Q2	$11.5M	Sell	79,556 -5,286	-6%	-$874K	0.43%	51
2022 Q1	$13.8M	Sell	84,842 -36,659	-30%	-$5.26M	0.47%	45
2021 Q4	$14.3M	Buy	121,501 +5,180	+4%	+$588K	0.39%	55
2021 Q3	$11.8M	Buy	116,321 +8,460	+8%	+$844K	0.38%	55
2021 Q2	$11.3M	Buy	107,861 +5,837	+6%	+$616K	0.38%	55
2021 Q1	$10.7M	Buy	102,024 +9,060	+10%	+$885K	0.4%	52
2020 Q4	$7.85M	Buy	92,964 +2,979	+3%	+$241K	0.32%	76
2020 Q3	$6.48M	Buy	89,985 +8,140	+10%	+$685K	0.3%	77
2020 Q2	$7.3M	Buy	81,845 +9,760	+14%	+$874K	0.38%	59
2020 Q1	$5.22M	Buy	72,085 +12,457	+21%	+$1.23M	0.34%	73
2019 Q4	$7.19M	Buy	59,628 +8,677	+17%	+$1.02M	0.4%	61
2019 Q3	$6.04M	Sell	50,951 -16,232	-24%	-$1.97M	0.42%	62
2019 Q2	$8.36M	Buy	67,183 +242	+0.4%	+$29.3K	0.33%	69
2019 Q1	$8.25M	Buy	66,941 +22,003	+49%	+$2.6M	0.33%	64
2018 Q4	$4.89M	Sell	44,938 -25,476	-36%	-$2.95M	0.4%	45
2018 Q3	$8.61M	Sell	70,414 -2,300	-3%	-$279K	0.32%	59
2018 Q2	$9.19M	Sell	72,714 -38,145	-34%	-$4.74M	0.33%	59
2018 Q1	$12.6M	Sell	110,859 -20,164	-15%	-$2.41M	0.38%	50
2017 Q4	$16.4M	Sell	131,023 -43,167	-25%	-$5.12M	0.45%	38
2017 Q3	$20.5M	Buy	174,190 +15,050	+9%	+$1.64M	0.56%	30
2017 Q2	$16.6M	Sell	159,140 -932	-0.6%	-$98.7K	0.49%	34
2017 Q1	$17.2M	Buy	160,072 +4,637	+3%	+$520K	0.53%	33
2016 Q4	$18.3M	Buy	155,435 +51,258	+49%	+$5.58M	0.53%	31
2016 Q3	$10.7M	Buy	104,177 +24,891	+31%	+$2.54M	0.45%	39
2016 Q2	$8.31M	Sell	79,286 -1,074	-1%	-$108K	0.38%	52
2016 Q1	$7.67M	Buy	80,360 +8,913	+12%	+$780K	0.35%	63
2015 Q4	$6.43M	Buy	71,447 +29,753	+71%	+$2.68M	0.29%	70
2015 Q3	$3.29M	Sell	41,694 -11,818	-22%	-$995K	0.28%	65
2015 Q2	$5.36M	Sell	53,512 -88	-0.2%	-$9.24K	0.27%	71
2015 Q1	$5.63M	Buy	53,600 +12,205	+29%	+$1.3M	0.12%	150
2014 Q4	$4.64M	Sell	41,395 -206	-0.5%	-$23.4K	0.28%	63
2014 Q3	$4.96M	Sell	41,601 -2,262	-5%	-$289K	0.32%	52
2014 Q2	$5.73M	Buy	43,863 +11,070	+34%	+$1.38M	0.38%	41
2014 Q1	$3.9M	Buy	32,793 +3,888	+13%	+$452K	0.33%	54
2013 Q4	$3.58M	Buy	28,905 +610	+2%	+$73.7K	0.36%	48
2013 Q3	$3.44M	Buy	28,295 +1,746	+7%	+$215K	0.41%	45
2013 Q2	$3.14M	Buy	+26,549	New	+$3.21M	0.41%	47

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

FDx Advisors's CVX Position: Q1 2026 in Review

FDx Advisors increased its Chevron (CVX) stake by 6.5% in Q1 2026, buying an estimated $39.8K and bringing the position to 3,554 shares worth $735K. The position accounts for 0.23% of the portfolio, ranked #72.

FDx Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.5M in Q3 2017. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

FDx Advisors held 3,554 shares of Chevron worth $735K as of Q1 2026.
FDx Advisors bought 218 Chevron shares in Q1 2026, an estimated $39.8K.
Chevron made up 0.23% of FDx Advisors's portfolio in Q1 2026, its #72 holding.
FDx Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
FDx Advisors's Chevron position peaked at $20.5M in Q3 2017.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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