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Frazier Financial Advisors’s Chevron CVX Stock Holding History

Frazier 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 		$187K Buy
905
+239
+36% +$43.6K 0.1% 72
2025
Q4 		$102K Buy
666
+330
+98% +$50.3K 0.06% 107
2025
Q3 		$52.2K Hold
336
– – 0.03% 152
2025
Q2 		$48.1K Hold
336
– – 0.03% 154
2025
Q1 		$56.2K Sell
336
-126
-27% -$19.7K 0.04% 128
2024
Q4 		$66.2K Sell
462
-319
-41% -$48.8K 0.05% 113
2024
Q3 		$115K Sell
781
-272
-26% -$40.5K 0.09% 86
2024
Q2 		$165K Sell
1,053
-20
-2% -$3.19K 0.13% 67
2024
Q1 		$169K Buy
1,073
+261
+32% +$39.4K 0.14% 67
2023
Q4 		$121K Buy
+812
New +$123K 0.11% 73

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

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

Frazier Financial Advisors increased its Chevron (CVX) stake by 36% in Q1 2026, buying an estimated $43.6K and bringing the position to 905 shares worth $187K. The position accounts for 0.1% of the portfolio, ranked #72.

Frazier Financial Advisors first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Frazier Financial Advisors held 905 shares of Chevron worth $187K as of Q1 2026.
  • Frazier Financial Advisors bought 239 Chevron shares in Q1 2026, an estimated $43.6K.
  • Chevron made up 0.1% of Frazier Financial Advisors's portfolio in Q1 2026, its #72 holding.
  • Frazier Financial Advisors first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.