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Fiducient Advisors’s Chevron CVX Stock Holding History

Fiducient 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 		– Sell
-1,625
Closed -$248K – 150
2025
Q4 		$248K Buy
1,625
+129
+9% +$19.6K 0.03% 153
2025
Q3 		$232K Buy
+1,496
New +$232K 0.03% 140
2025
Q2 		– Sell
-1,338
Closed -$224K – 158
2025
Q1 		$224K Sell
1,338
-67
-5% -$10.5K 0.03% 147
2024
Q4 		$204K Buy
1,405
+33
+2% +$5.05K 0.03% 139
2024
Q3 		$202K Sell
1,372
-49
-3% -$7.29K 0.02% 139
2024
Q2 		$222K Buy
1,421
+37
+3% +$5.9K 0.03% 136
2024
Q1 		$218K Sell
1,384
-1,353
-49% -$204K 0.04% 123
2023
Q4 		$408K Buy
2,737
+1,395
+104% +$211K 0.08% 86
2023
Q3 		$226K Buy
+1,342
New +$217K 0.01% 102
2023
Q1 		– Sell
-2,060
Closed -$370K – 77
2022
Q4 		$370K Sell
2,060
-70
-3% -$12.2K 0.11% 118
2022
Q3 		$306K Hold
2,130
– – 0.15% 44
2022
Q2 		$308K Sell
2,130
-215
-9% -$35.5K 0.12% 65
2022
Q1 		$382K Buy
2,345
+315
+16% +$45.2K 0.14% 41
2021
Q4 		$238K Buy
+2,030
New +$231K 0.07% 54

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

Fiducient Advisors's CVX Position: Q1 2026 in Review

Fiducient Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 1,625 shares — an estimated $248K sold.

Fiducient Advisors first reported a position in CVX in Q4 2021 and held it in 14 quarters. The position peaked at $408K in Q4 2023. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Fiducient Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Fiducient Advisors sold 1,625 Chevron shares in Q1 2026, an estimated $248K.
  • Fiducient Advisors first reported a position in Chevron in Q4 2021 and held it in 14 quarters.
  • Fiducient Advisors's Chevron position peaked at $408K in Q4 2023.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.