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Fi3 Financial Advisors’s Chevron CVX Stock Holding History

Fi3 Financial 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 		$688K Buy
3,326
+1,085
+48% +$198K 0.2% 52
2025
Q4 		$342K Sell
2,241
-249
-10% -$37.9K 0.1% 115
2025
Q3 		$387K Buy
2,490
+800
+47% +$124K 0.13% 77
2025
Q2 		$242K Buy
1,690
+109
+7% +$15.4K 0.09% 129
2025
Q1 		$264K Sell
1,581
-272
-15% -$42.6K 0.11% 92
2024
Q4 		$268K Sell
1,853
-374
-17% -$57.2K 0.1% 88
2024
Q3 		$328K Buy
2,227
+357
+19% +$53.1K 0.13% 64
2024
Q2 		$292K Sell
1,870
-189
-9% -$30.1K 0.13% 58
2024
Q1 		$330K Buy
2,059
+435
+27% +$65.6K 0.15% 51
2023
Q4 		$242K Sell
1,624
-454
-22% -$68.7K 0.12% 62
2023
Q3 		$350K Buy
2,078
+244
+13% +$39.4K 0.19% 50
2023
Q2 		$289K Buy
1,834
+4
+0.2% +$641 0.15% 52
2023
Q1 		$299K Sell
1,830
-26
-1% -$4.36K 0.16% 53
2022
Q4 		$333K Buy
+1,856
New +$324K 0.19% 44

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

Fi3 Financial Advisors's CVX Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Chevron (CVX) stake by 48% in Q1 2026, buying an estimated $198K and bringing the position to 3,326 shares worth $688K. The position accounts for 0.2% of the portfolio, ranked #52.

Fi3 Financial Advisors first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Fi3 Financial Advisors held 3,326 shares of Chevron worth $688K as of Q1 2026.
  • Fi3 Financial Advisors bought 1,085 Chevron shares in Q1 2026, an estimated $198K.
  • Chevron made up 0.2% of Fi3 Financial Advisors's portfolio in Q1 2026, its #52 holding.
  • Fi3 Financial Advisors first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.