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Financial Insights’s Chevron CVX Stock Holding History

Financial Insights’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 		$646K Buy
3,122
+1,725
+123% +$315K 0.21% 70
2025
Q4 		$213K Sell
1,397
-158
-10% -$24.1K 0.07% 123
2025
Q3 		$241K Buy
+1,555
New +$241K 0.08% 119
2025
Q2 		– Sell
-1,204
Closed -$201K – 128
2025
Q1 		$201K Sell
1,204
-746
-38% -$117K 0.08% 109
2024
Q4 		$282K Hold
1,950
– – 0.1% 87
2024
Q3 		$287K Sell
1,950
-82
-4% -$12.2K 0.09% 116
2024
Q2 		$318K Sell
2,032
-1,126
-36% -$180K 0.09% 128
2024
Q1 		$498K Buy
3,158
+208
+7% +$31.4K 0.14% 109
2023
Q4 		$440K Buy
2,950
+77
+3% +$11.6K 0.14% 105
2023
Q3 		$419K Buy
2,873
+59
+2% +$9.53K 0.15% 102
2023
Q2 		$443K Buy
2,814
+37
+1% +$5.93K 0.16% 105
2023
Q1 		$453K Hold
2,777
– – 0.18% 93
2022
Q4 		$498K Hold
2,777
– – 0.24% 82
2022
Q3 		$399K Buy
2,777
+135
+5% +$20.6K 0.27% 75
2022
Q2 		$383K Sell
2,642
-50
-2% -$8.27K 0.39% 52
2022
Q1 		$438K Hold
2,692
– – 0.4% 46
2021
Q4 		$316K Hold
2,692
– – 0.27% 61
2021
Q3 		$273K Buy
2,692
+200
+8% +$19.9K 0.25% 66
2021
Q2 		$2.61M Sell
2,492
-50
-2% -$5.28K 0.22% 68
2021
Q1 		$266K Hold
2,542
– – 0.2% 69
2020
Q4 		$215K Buy
+2,542
New +$206K 0.17% 74
2020
Q3 		– Sell
-4,695
Closed -$216 – 76
2020
Q2 		$216 Buy
+4,695
New +$420K 0.19% 71
2020
Q1 		– Sell
-2,154
Closed -$260K – 73
2019
Q4 		$260K Buy
+2,154
New +$254K 0.23% 64

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 Insights's CVX Position: Q1 2026 in Review

Financial Insights increased its Chevron (CVX) stake by 123% in Q1 2026, buying an estimated $315K and bringing the position to 3,122 shares worth $646K. The position accounts for 0.21% of the portfolio, ranked #70.

Financial Insights first reported a position in CVX in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.61M in Q2 2021. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Financial Insights held 3,122 shares of Chevron worth $646K as of Q1 2026.
  • Financial Insights bought 1,725 Chevron shares in Q1 2026, an estimated $315K.
  • Chevron made up 0.21% of Financial Insights's portfolio in Q1 2026, its #70 holding.
  • Financial Insights first reported a position in Chevron in Q4 2019 and has held it in 23 quarters since.
  • Financial Insights's Chevron position peaked at $2.61M in Q2 2021.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.