Financial Gravity Asset Management’s Chevron CVX Stock Holding History

Financial Gravity Asset Management’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	$781K	Buy	3,774 +3,353	+796%	+$611K	0.14%	85
2025 Q4	$64.2K	Sell	421 -20	-5%	-$3.05K	0.01%	229
2025 Q3	$68.6K	Buy	+441	New	+$68.3K	0.01%	261
2025 Q1	$604K	Buy	+3,613	New	+$566K	0.13%	89
2024 Q2	$13K	Sell	83 -65	-44%	-$10.4K	﹤0.01%	442
2024 Q1	$22.3K	Buy	148 +1	+0.7%	+$151	0.01%	368
2023 Q4	$22.3K	Buy	+147	New	+$22.2K	0.01%	376
2021 Q3	$101K	Sell	1 -105	-99%	-$10.5K	0.05%	350
2021 Q2	$116K	Buy	+106	New	+$11.2K	0.04%	311
2020 Q4	$0	Buy	+1	New	+$81	﹤0.01%	518
2019 Q4	$139K	Buy	258 +106	+70%	+$12.5K	0.1%	209
2019 Q3	$18K	Sell	152 -24	-14%	-$2.92K	0.02%	475
2019 Q2	$22K	Buy	176 +36	+26%	+$4.35K	0.02%	466
2019 Q1	$18K	Buy	+140	New	+$16.6K	0.01%	455
2018 Q3	$38K	Sell	343 -45	-12%	-$5.46K	0.04%	388
2018 Q2	$48K	Buy	388 +48	+14%	+$5.96K	0.05%	336
2018 Q1	$43K	Buy	+340	New	+$40.6K	0.04%	348

Other funds holding CVX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Gravity Asset Management's CVX Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Chevron (CVX) stake by 796% in Q1 2026, buying an estimated $611K and bringing the position to 3,774 shares worth $781K. The position accounts for 0.14% of the portfolio, ranked #85.

Financial Gravity Asset Management first reported a position in CVX in Q1 2018 and has held it in 17 quarters since. 4,296 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Financial Gravity Asset Management held 3,774 shares of Chevron worth $781K as of Q1 2026.
Financial Gravity Asset Management bought 3,353 Chevron shares in Q1 2026, an estimated $611K.
Chevron made up 0.14% of Financial Gravity Asset Management's portfolio in Q1 2026, its #85 holding.
Financial Gravity Asset Management first reported a position in Chevron in Q1 2018 and has held it in 17 quarters since.
4,296 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.