Financial Freedom LLC’s Chevron CVX Stock Holding History

Financial Freedom LLC’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	$177K	Buy	854 +5	+0.6%	+$912	0.09%	108
2025 Q4	$129K	Sell	849 -44	-5%	-$6.7K	0.06%	122
2025 Q3	$139K	Buy	893 +6	+0.7%	+$929	0.07%	122
2025 Q2	$127K	Buy	887 +7	+0.8%	+$987	0.07%	123
2025 Q1	$147K	Buy	880 +6	+0.7%	+$939	0.08%	111
2024 Q4	$127K	Buy	874 +7	+0.8%	+$1.07K	0.07%	120
2024 Q3	$128K	Buy	867 +6	+0.7%	+$893	0.07%	124
2024 Q2	$135K	Buy	861 +6	+0.7%	+$957	0.08%	120
2024 Q1	$135K	Buy	855 +6	+0.7%	+$905	0.08%	120
2023 Q4	$127K	Buy	849 +6	+0.7%	+$907	0.08%	117
2023 Q3	$142K	Buy	843 +7	+0.8%	+$1.13K	0.1%	109
2023 Q2	$131K	Buy	836 +8	+1%	+$1.28K	0.09%	109
2023 Q1	$135K	Buy	828 +7	+0.9%	+$1.17K	0.1%	103
2022 Q4	$147K	Buy	+821	New	+$143K	0.1%	95

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

Financial Freedom LLC's CVX Position: Q1 2026 in Review

Financial Freedom LLC increased its Chevron (CVX) stake by 0.59% in Q1 2026, buying an estimated $912 and bringing the position to 854 shares worth $177K. The position accounts for 0.09% of the portfolio, ranked #108.

Financial Freedom LLC first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Financial Freedom LLC held 854 shares of Chevron worth $177K as of Q1 2026.
Financial Freedom LLC bought 5 Chevron shares in Q1 2026, an estimated $912.
Chevron made up 0.09% of Financial Freedom LLC's portfolio in Q1 2026, its #108 holding.
Financial Freedom LLC first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.