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Frisch Financial Group’s Chevron CVX Stock Holding History

Frisch Financial Group’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 		$882K Buy
4,263
+375
+10% +$68.4K 0.18% 67
2025
Q4 		$593K Sell
3,888
-31
-0.8% -$4.72K 0.13% 86
2025
Q3 		$609K Sell
3,919
-1,437
-27% -$223K 0.14% 81
2025
Q2 		$767K Buy
5,356
+1,834
+52% +$259K 0.19% 64
2025
Q1 		$589K Buy
3,522
+611
+21% +$95.6K 0.17% 64
2024
Q4 		$422K Buy
2,911
+638
+28% +$97.7K 0.13% 82
2024
Q3 		$335K Buy
2,273
+14
+0.6% +$2.08K 0.1% 91
2024
Q2 		$353K Sell
2,259
-603
-21% -$96.2K 0.11% 87
2024
Q1 		$452K Buy
2,862
+505
+21% +$76.2K 0.15% 72
2023
Q4 		$352K Buy
2,357
+141
+6% +$21.3K 0.13% 84
2023
Q3 		$374K Sell
2,216
-275
-11% -$44.4K 0.15% 75
2023
Q2 		$392K Sell
2,491
-387
-13% -$62K 0.19% 73
2023
Q1 		$470K Buy
2,878
+551
+24% +$92.4K 0.18% 70
2022
Q4 		$418K Buy
2,327
+11
+0.5% +$1.92K 0.16% 81
2022
Q3 		$333K Buy
2,316
+12
+0.5% +$1.83K 0.14% 80
2022
Q2 		$334K Buy
2,304
+11
+0.5% +$1.82K 0.13% 81
2022
Q1 		$373K Sell
2,293
-1,263
-36% -$181K 0.12% 94
2021
Q4 		$408K Buy
3,556
+1,106
+45% +$126K 0.13% 96
2021
Q3 		$249K Buy
2,450
+130
+6% +$13K 0.08% 130
2021
Q2 		$243K Sell
2,320
-2,142
-48% -$226K 0.08% 131
2021
Q1 		$468K Sell
4,462
-98
-2% -$9.57K 0.16% 74
2020
Q4 		$385K Buy
+4,560
New +$369K 0.14% 75

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

Frisch Financial Group's CVX Position: Q1 2026 in Review

Frisch Financial Group increased its Chevron (CVX) stake by 9.6% in Q1 2026, buying an estimated $68.4K and bringing the position to 4,263 shares worth $882K. The position accounts for 0.18% of the portfolio, ranked #67.

Frisch Financial Group first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Frisch Financial Group held 4,263 shares of Chevron worth $882K as of Q1 2026.
  • Frisch Financial Group bought 375 Chevron shares in Q1 2026, an estimated $68.4K.
  • Chevron made up 0.18% of Frisch Financial Group's portfolio in Q1 2026, its #67 holding.
  • Frisch Financial Group first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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