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FourThought Financial Partners’s Chevron CVX Stock Holding History

FourThought Financial Partners’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 		$29.2M Buy
141,088
+1,277
+0.9% +$233K 2.52% 4
2025
Q4 		$21.3M Buy
139,811
+4,168
+3% +$635K 1.8% 9
2025
Q3 		$21.1M Buy
135,643
+3,081
+2% +$477K 1.85% 8
2025
Q2 		$19M Buy
132,562
+5,798
+5% +$817K 1.87% 8
2025
Q1 		$21.2M Buy
126,764
+18,990
+18% +$2.97M 2.22% 7
2024
Q4 		$15.6M Sell
107,774
-14,093
-12% -$2.16M 1.62% 13
2024
Q3 		$17.9M Buy
121,867
+6,118
+5% +$911K 2.13% 8
2024
Q2 		$18.1M Buy
115,749
+13,317
+13% +$2.12M 2.33% 7
2024
Q1 		$16.2M Buy
102,432
+37,840
+59% +$5.71M 1.85% 9
2023
Q4 		$9.63M Buy
64,592
+1,613
+3% +$244K 1.21% 25
2023
Q3 		$10.6M Sell
62,979
-83
-0.1% -$13.4K 1.48% 18
2023
Q2 		$9.92M Buy
63,062
+313
+0.5% +$50.2K 1.3% 21
2023
Q1 		$10.2M Buy
62,749
+869
+1% +$146K 1.4% 20
2022
Q4 		$11.1M Buy
+61,880
New +$10.8M 1.61% 16

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

FourThought Financial Partners's CVX Position: Q1 2026 in Review

FourThought Financial Partners increased its Chevron (CVX) stake by 0.91% in Q1 2026, buying an estimated $233K and bringing the position to 141,088 shares worth $29.2M. The position accounts for 2.52% of the portfolio, ranked #4.

FourThought Financial Partners first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • FourThought Financial Partners held 141,088 shares of Chevron worth $29.2M as of Q1 2026.
  • FourThought Financial Partners bought 1,277 Chevron shares in Q1 2026, an estimated $233K.
  • Chevron made up 2.52% of FourThought Financial Partners's portfolio in Q1 2026, its #4 holding.
  • FourThought Financial Partners first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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