FFA
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Florida Financial Advisors’s Chevron CVX Stock Holding History

Florida Financial Advisors’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 		$1.88M Buy
9,090
+836
+10% +$152K 0.45% 63
2025
Q4 		$1.26M Sell
8,254
-1,353
-14% -$206K 0.34% 79
2025
Q3 		$1.49M Buy
9,607
+4,208
+78% +$652K 0.46% 52
2025
Q2 		$773K Buy
5,399
+69
+1% +$9.73K 0.26% 94
2025
Q1 		$889K Buy
5,330
+306
+6% +$47.9K 0.35% 63
2024
Q4 		$728K Buy
5,024
+441
+10% +$67.5K 0.33% 61
2024
Q3 		$675K Buy
4,583
+1,239
+37% +$184K 0.35% 60
2024
Q2 		$523K Sell
3,344
-619
-16% -$98.7K 0.31% 62
2024
Q1 		$625K Buy
3,963
+543
+16% +$81.9K 0.46% 45
2023
Q4 		$510K Buy
+3,420
New +$517K 0.47% 36

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

Florida Financial Advisors's CVX Position: Q1 2026 in Review

Florida Financial Advisors increased its Chevron (CVX) stake by 10% in Q1 2026, buying an estimated $152K and bringing the position to 9,090 shares worth $1.88M. The position accounts for 0.45% of the portfolio, ranked #63.

Florida Financial Advisors first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Florida Financial Advisors held 9,090 shares of Chevron worth $1.88M as of Q1 2026.
  • Florida Financial Advisors bought 836 Chevron shares in Q1 2026, an estimated $152K.
  • Chevron made up 0.45% of Florida Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • Florida Financial Advisors first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.