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Foundations Investment Advisors’s Chevron CVX Stock Holding History

Foundations Investment 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 		$12.2M Buy
58,893
+4,547
+8% +$829K 0.15% 145
2025
Q4 		$8.28M Sell
54,346
-10,907
-17% -$1.66M 0.11% 165
2025
Q3 		$10.1M Buy
65,253
+2,643
+4% +$409K 0.15% 136
2025
Q2 		$8.97M Buy
62,610
+3,504
+6% +$494K 0.14% 145
2025
Q1 		$9.89M Sell
59,106
-81,976
-58% -$12.8M 0.18% 128
2024
Q4 		$20.4M Buy
141,082
+16,706
+13% +$2.56M 0.39% 63
2024
Q3 		$18.3M Sell
124,376
-2,645
-2% -$394K 0.38% 62
2024
Q2 		$19.9M Buy
127,021
+17,460
+16% +$2.78M 0.48% 51
2024
Q1 		$17.3M Buy
109,561
+5,958
+6% +$899K 0.45% 55
2023
Q4 		$15.3M Buy
103,603
+18,784
+22% +$2.84M 0.41% 54
2023
Q3 		$14.3M Buy
84,819
+13,521
+19% +$2.18M 0.44% 49
2023
Q2 		$11.2M Buy
71,298
+8,727
+14% +$1.4M 0.37% 49
2023
Q1 		$10.2M Buy
62,571
+4,437
+8% +$744K 0.37% 45
2022
Q4 		$10.4M Buy
58,134
+38,247
+192% +$6.67M 0.42% 40
2022
Q3 		$2.86M Buy
19,887
+3,507
+21% +$535K 0.12% 75
2022
Q2 		$2.31M Buy
16,380
+1,279
+8% +$211K 0.1% 89
2022
Q1 		$2.59M Sell
15,101
-725
-5% -$104K 0.1% 81
2021
Q4 		$2.02M Buy
15,826
+1,162
+8% +$132K 0.08% 92
2021
Q3 		$1.55M Buy
14,664
+8,379
+133% +$836K 0.07% 90
2021
Q2 		$654K Sell
6,285
-151
-2% -$15.9K 0.03% 136
2021
Q1 		$671K Buy
6,436
+1,903
+42% +$186K 0.04% 115
2020
Q4 		$413K Buy
4,533
+1,549
+52% +$125K 0.03% 127
2020
Q3 		$212K Sell
2,984
-2,667
-47% -$224K 0.05% 157
2020
Q2 		$499K Buy
5,651
+300
+6% +$26.9K 0.04% 102
2020
Q1 		$367K Buy
5,351
+97
+2% +$9.59K 0.04% 80
2019
Q4 		$634K Buy
5,254
+794
+18% +$93.5K 0.08% 83
2019
Q3 		$505K Sell
4,460
-3
-0.1% -$364 0.07% 88
2019
Q2 		$551K Buy
4,463
+777
+21% +$94K 0.08% 78
2019
Q1 		$454K Buy
3,686
+1
+0% +$118 0.08% 66
2018
Q4 		$440K Buy
+3,685
New +$427K 0.09% 68

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

Foundations Investment Advisors's CVX Position: Q1 2026 in Review

Foundations Investment Advisors increased its Chevron (CVX) stake by 8.4% in Q1 2026, buying an estimated $829K and bringing the position to 58,893 shares worth $12.2M. The position accounts for 0.15% of the portfolio, ranked #145.

Foundations Investment Advisors first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.4M in Q4 2024. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Foundations Investment Advisors held 58,893 shares of Chevron worth $12.2M as of Q1 2026.
  • Foundations Investment Advisors bought 4,547 Chevron shares in Q1 2026, an estimated $829K.
  • Chevron made up 0.15% of Foundations Investment Advisors's portfolio in Q1 2026, its #145 holding.
  • Foundations Investment Advisors first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Foundations Investment Advisors's Chevron position peaked at $20.4M in Q4 2024.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.