First Command Advisory Services’s Chevron CVX Stock Holding History

First Command Advisory Services’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	$4.92M	Buy	23,765 +150	+0.6%	+$27.4K	0.03%	48
2025 Q4	$3.6M	Buy	23,615 +3,369	+17%	+$513K	0.03%	46
2025 Q3	$3.14M	Sell	20,246 -319	-2%	-$49.4K	0.02%	48
2025 Q2	$2.94M	Sell	20,565 -1,076	-5%	-$152K	0.03%	44
2025 Q1	$3.62M	Sell	21,641 -937	-4%	-$147K	0.03%	41
2024 Q4	$3.27M	Sell	22,578 -638	-3%	-$97.7K	0.03%	40
2024 Q3	$3.42M	Buy	23,216 +95	+0.4%	+$14.1K	0.03%	41
2024 Q2	$3.62M	Buy	23,121 +74	+0.3%	+$11.8K	0.04%	32
2024 Q1	$3.63M	Sell	23,047 -735	-3%	-$111K	0.04%	34
2023 Q4	$3.55M	Buy	23,782 +336	+1%	+$50.8K	0.04%	32
2023 Q3	$3.95M	Buy	23,446 +23,445	+2,344,500%	+$3.79M	0.05%	31
2023 Q2	$157	Buy	+1	New	+$160	﹤0.01%	54
2023 Q1	–	Sell	-38	Closed	–	–	119
2022 Q4	$0	Sell	38 -52	-58%	-$9.07K	﹤0.01%	79
2022 Q3	$0	Buy	90 +56	+165%	+$8.54K	﹤0.01%	65
2022 Q2	$0	Buy	+34	New	+$5.62K	﹤0.01%	88
2021 Q2	–	Sell	-180	Closed	–	–	32
2021 Q1	$0	Buy	+180	New	+$17.6K	﹤0.01%	24
2020 Q4	–	Sell	-52	Closed	–	–	43
2020 Q3	$0	Buy	+52	New	+$4.37K	﹤0.01%	48

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

First Command Advisory Services's CVX Position: Q1 2026 in Review

First Command Advisory Services increased its Chevron (CVX) stake by 0.64% in Q1 2026, buying an estimated $27.4K and bringing the position to 23,765 shares worth $4.92M. The position accounts for 0.03% of the portfolio, ranked #48.

First Command Advisory Services first reported a position in CVX in Q3 2020 and has held it in 17 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

First Command Advisory Services held 23,765 shares of Chevron worth $4.92M as of Q1 2026.
First Command Advisory Services bought 150 Chevron shares in Q1 2026, an estimated $27.4K.
Chevron made up 0.03% of First Command Advisory Services's portfolio in Q1 2026, its #48 holding.
First Command Advisory Services first reported a position in Chevron in Q3 2020 and has held it in 17 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.