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Gallagher Fiduciary Advisors’s Chevron CVX Stock Holding History

Gallagher Fiduciary 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 		$1.65M Sell
7,986
-389
-5% -$70.9K 0.06% 51
2025
Q4 		$1.28M Buy
8,375
+245
+3% +$37.3K 0.04% 79
2025
Q3 		$1.26M Sell
8,130
-2,502
-24% -$387K 0.05% 67
2025
Q2 		$1.52M Buy
10,632
+379
+4% +$53.4K 0.06% 55
2025
Q1 		$1.72M Sell
10,253
-432
-4% -$67.6K 0.06% 64
2024
Q4 		$1.55M Buy
10,685
+1,743
+19% +$267K 0.3% 43
2024
Q3 		$1.32M Buy
8,942
+58
+0.7% +$8.63K 0.27% 43
2024
Q2 		$1.39M Buy
8,884
+723
+9% +$115K 0.31% 35
2024
Q1 		$1.29M Buy
8,161
+798
+11% +$120K 0.05% 48
2023
Q4 		$1.1M Buy
7,363
+491
+7% +$74.3K 0.04% 48
2023
Q3 		$1.16M Sell
6,872
-274
-4% -$44.3K 0.1% 42
2023
Q2 		$1.12M Buy
7,146
+181
+3% +$29K 0.09% 54
2023
Q1 		$1.14M Buy
+6,965
New +$1.17M 0.09% 53

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Gallagher Fiduciary Advisors's CVX Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its Chevron (CVX) stake by 4.6% in Q1 2026, selling an estimated $70.9K and leaving 7,986 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #51.

Gallagher Fiduciary Advisors first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.72M in Q1 2025. 4,277 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Gallagher Fiduciary Advisors held 7,986 shares of Chevron worth $1.65M as of Q1 2026.
  • Gallagher Fiduciary Advisors sold 389 Chevron shares in Q1 2026, an estimated $70.9K.
  • Chevron made up 0.06% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #51 holding.
  • Gallagher Fiduciary Advisors first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • Gallagher Fiduciary Advisors's Chevron position peaked at $1.72M in Q1 2025.
  • 4,277 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.