FFA
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Founders Financial Alliance’s Chevron CVX Stock Holding History

Founders Financial Alliance’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 		$4.58M Buy
22,129
+613
+3% +$112K 0.83% 28
2025
Q4 		$3.28M Sell
21,516
-434
-2% -$66.1K 0.62% 36
2025
Q3 		$3.41M Buy
21,950
+350
+2% +$54.2K 0.64% 32
2025
Q2 		$3.09M Buy
21,600
+388
+2% +$54.7K 0.7% 30
2025
Q1 		$3.55M Buy
21,212
+2,420
+13% +$379K 0.86% 25
2024
Q4 		$2.72M Buy
18,792
+1,880
+11% +$288K 0.75% 26
2024
Q3 		$2.49M Sell
16,912
-76
-0.4% -$11.3K 0.69% 30
2024
Q2 		$2.66M Sell
16,988
-96
-0.6% -$15.3K 0.79% 26
2024
Q1 		$2.69M Sell
17,084
-67
-0.4% -$10.1K 0.81% 27
2023
Q4 		$2.56M Buy
17,151
+161
+0.9% +$24.4K 0.99% 19
2023
Q3 		$2.86M Sell
16,990
-1,338
-7% -$216K 1.25% 14
2023
Q2 		$2.88M Buy
18,328
+5,209
+40% +$835K 1.14% 14
2023
Q1 		$2.18M Sell
13,119
-4,049
-24% -$679K 1.09% 23
2022
Q4 		$3.08M Buy
17,168
+41
+0.2% +$7.16K 1.41% 11
2022
Q3 		$2.46M Buy
17,127
+874
+5% +$133K 1.25% 10
2022
Q2 		$2.35M Sell
16,253
-780
-5% -$129K 1.19% 13
2022
Q1 		$2.77M Buy
17,033
+476
+3% +$68.3K 1.23% 12
2021
Q4 		$1.94M Sell
16,557
-150
-0.9% -$17K 0.78% 26
2021
Q3 		$1.69M Buy
16,707
+664
+4% +$66.2K 0.79% 27
2021
Q2 		$1.68M Buy
16,043
+727
+5% +$76.7K 0.77% 28
2021
Q1 		$1.65M Buy
15,316
+4,039
+36% +$394K 0.81% 25
2020
Q4 		$953K Buy
11,277
+1,022
+10% +$82.7K 0.54% 41
2020
Q3 		$742K Buy
+10,255
New +$862K 0.44% 46

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

Founders Financial Alliance's CVX Position: Q1 2026 in Review

Founders Financial Alliance increased its Chevron (CVX) stake by 2.8% in Q1 2026, buying an estimated $112K and bringing the position to 22,129 shares worth $4.58M. The position accounts for 0.83% of the portfolio, ranked #28.

Founders Financial Alliance first reported a position in CVX in Q3 2020 and has held it in 23 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Founders Financial Alliance held 22,129 shares of Chevron worth $4.58M as of Q1 2026.
  • Founders Financial Alliance bought 613 Chevron shares in Q1 2026, an estimated $112K.
  • Chevron made up 0.83% of Founders Financial Alliance's portfolio in Q1 2026, its #28 holding.
  • Founders Financial Alliance first reported a position in Chevron in Q3 2020 and has held it in 23 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.