First National Advisers’s Chevron CVX Stock Holding History

First National Advisers’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	$4.27M	Sell	20,655 -3,236	-14%	-$590K	0.63%	34
2025 Q4	$3.64M	Sell	23,891 -1,651	-6%	-$251K	0.5%	51
2025 Q3	$3.97M	Sell	25,542 -753	-3%	-$117K	0.54%	48
2025 Q2	$3.76M	Buy	26,295 +323	+1%	+$45.5K	0.55%	53
2025 Q1	$4.35M	Buy	25,972 +121	+0.5%	+$18.9K	0.7%	38
2024 Q4	$3.74M	Sell	25,851 -855	-3%	-$131K	0.61%	44
2024 Q3	$3.93M	Buy	26,706 +1,243	+5%	+$185K	0.63%	42
2024 Q2	$3.98M	Buy	25,463 +2,366	+10%	+$377K	0.73%	37
2024 Q1	$3.66M	Buy	23,097 +5,708	+33%	+$861K	0.82%	30
2023 Q4	$2.59M	Buy	17,389 +4,056	+30%	+$613K	0.75%	43
2023 Q3	$2.25M	Buy	13,333 +8,423	+172%	+$1.36M	1%	20
2023 Q2	$772K	Buy	4,910 +1,218	+33%	+$195K	0.71%	49
2023 Q1	$602K	Buy	3,692 +333	+10%	+$55.8K	0.68%	56
2022 Q4	$603K	Buy	3,359 +335	+11%	+$58.5K	0.77%	50
2022 Q3	$434K	Buy	3,024 +468	+18%	+$71.4K	0.64%	58
2022 Q2	$370K	Buy	+2,556	New	+$423K	0.77%	51

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 National Advisers's CVX Position: Q1 2026 in Review

First National Advisers reduced its Chevron (CVX) stake by 14% in Q1 2026, selling an estimated $590K and leaving 20,655 shares worth $4.27M. The position accounts for 0.63% of the portfolio, ranked #34.

First National Advisers first reported a position in CVX in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.35M in Q1 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

First National Advisers held 20,655 shares of Chevron worth $4.27M as of Q1 2026.
First National Advisers sold 3,236 Chevron shares in Q1 2026, an estimated $590K.
Chevron made up 0.63% of First National Advisers's portfolio in Q1 2026, its #34 holding.
First National Advisers first reported a position in Chevron in Q2 2022 and has held it in 16 quarters since.
First National Advisers's Chevron position peaked at $4.35M in Q1 2025.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.