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Financial Advisors Network’s Chevron CVX Stock Holding History

Financial Advisors Network’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 		$2.78M Sell
13,458
-1,634
-11% -$298K 0.38% 43
2025
Q4 		$2.3M Buy
15,092
+102
+0.7% +$15.5K 0.32% 57
2025
Q3 		$2.33M Buy
14,990
+141
+0.9% +$21.8K 0.33% 56
2025
Q2 		$2.13M Buy
14,849
+178
+1% +$25.1K 0.32% 56
2025
Q1 		$2.45M Buy
14,671
+524
+4% +$82K 0.41% 46
2024
Q4 		$2.05M Buy
+14,147
New +$2.17M 0.34% 55
2023
Q4 		$1.93M Sell
12,934
-145
-1% -$21.9K 0.39% 47
2023
Q3 		$2.21M Buy
+13,079
New +$2.11M 0.5% 43
2022
Q4 		$2.11M Sell
11,743
-80
-0.7% -$14K 0.56% 40
2022
Q3 		$1.7M Buy
11,823
+50
+0.4% +$7.63K 0.5% 39
2022
Q2 		$1.7M Buy
11,773
+950
+9% +$157K 0.48% 40
2022
Q1 		$1.76M Buy
10,823
+130
+1% +$18.6K 0.43% 43
2021
Q4 		$1.25M Hold
10,693
– – 0.28% 51
2021
Q3 		$1.22M Buy
10,693
+685
+7% +$68.3K 0.28% 51
2021
Q2 		$1.05M Hold
10,008
– – 0.31% 51
2021
Q1 		$1.05M Hold
10,008
– – 0.34% 50
2020
Q4 		$845K Sell
10,008
-999
-9% -$80.9K 0.29% 52
2020
Q3 		$793K Sell
11,007
-30
-0.3% -$2.52K 0.31% 50
2020
Q2 		$985K Hold
11,037
– – 0.4% 45
2020
Q1 		$800K Sell
11,037
-216
-2% -$21.3K 0.38% 41
2019
Q4 		$1.36M Buy
11,253
+76
+0.7% +$8.95K 0.62% 32
2019
Q3 		$1.33M Hold
11,177
– – 0.68% 29
2019
Q2 		$1.33M Buy
11,177
+1,000
+10% +$121K 0.72% 29
2019
Q1 		$1.16M Sell
10,177
-540
-5% -$63.9K 0.67% 29
2018
Q4 		$1.17M Buy
+10,717
New +$1.24M 0.73% 24
2018
Q2 		$654K Buy
+5,173
New +$642K 0.4% 51
2017
Q1 		– Sell
-635
Closed -$72K – 170
2016
Q4 		$72K Buy
+635
New +$69.2K 0.06% 111

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

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

Financial Advisors Network reduced its Chevron (CVX) stake by 11% in Q1 2026, selling an estimated $298K and leaving 13,458 shares worth $2.78M. The position accounts for 0.38% of the portfolio, ranked #43.

Financial Advisors Network first reported a position in CVX in Q4 2016 and has held it in 27 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Financial Advisors Network held 13,458 shares of Chevron worth $2.78M as of Q1 2026.
  • Financial Advisors Network sold 1,634 Chevron shares in Q1 2026, an estimated $298K.
  • Chevron made up 0.38% of Financial Advisors Network's portfolio in Q1 2026, its #43 holding.
  • Financial Advisors Network first reported a position in Chevron in Q4 2016 and has held it in 27 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.