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Fischer Financial Services’s Chevron CVX Stock Holding History

Fischer Financial 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 		$259K Buy
+1,251
New +$228K 0.09% 54
2025
Q4 		– Sell
-2,358
Closed -$366K – 64
2025
Q3 		$366K Sell
2,358
-4,001
-63% -$620K 0.1% 60
2025
Q2 		$910K Sell
6,359
-977
-13% -$138K 0.27% 48
2025
Q1 		$1.23M Sell
7,336
-1,914
-21% -$300K 0.4% 42
2024
Q4 		$1.34M Buy
+9,250
New +$1.42M 0.42% 43

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 $336B AUM 34.66% 1-Year Est. Return

Fischer Financial Services's CVX Position: Q1 2026 in Review

Fischer Financial Services opened a new position in Chevron (CVX) in Q1 2026: 1,251 shares worth $259K. The stake represents 0.09% of the portfolio and ranks #54 among its holdings. This is a return to the name: Fischer Financial Services previously reported a position in CVX as recently as Q3 2025.

Fischer Financial Services first reported a position in CVX in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2024. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Fischer Financial Services held 1,251 shares of Chevron worth $259K as of Q1 2026.
  • Chevron was a new Fischer Financial Services position in Q1 2026.
  • Chevron made up 0.09% of Fischer Financial Services's portfolio in Q1 2026, its #54 holding.
  • Fischer Financial Services first reported a position in Chevron in Q4 2024 and has held it in 5 quarters since.
  • Fischer Financial Services's Chevron position peaked at $1.34M in Q4 2024.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.