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Garden State Investment Advisory Services’s Chevron CVX Stock Holding History

Garden State Investment Advisory Services’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 		$423K Sell
2,036
-2,315
-53% -$422K 0.09% 171
2025
Q4 		$664K Buy
4,351
+2,237
+106% +$341K 0.15% 122
2025
Q3 		$328K Sell
2,114
-7
-0.3% -$1.08K 0.07% 212
2025
Q2 		$305K Sell
2,121
-102
-5% -$14.4K 0.08% 222
2025
Q1 		$373K Sell
2,223
-38
-2% -$5.95K 0.12% 160
2024
Q4 		$329K Buy
2,261
+1
+0% +$153 0.1% 167
2024
Q3 		$334K Sell
2,260
-59
-3% -$8.78K 0.11% 162
2024
Q2 		$364K Buy
2,319
+210
+10% +$33.5K 0.13% 146
2024
Q1 		$335K Sell
2,109
-160
-7% -$24.1K 0.12% 159
2023
Q4 		$339K Buy
2,269
+18
+0.8% +$2.72K 0.13% 143
2023
Q3 		$380K Buy
2,251
+105
+5% +$17K 0.17% 118
2023
Q2 		$338K Buy
2,146
+28
+1% +$4.49K 0.13% 129
2023
Q1 		$345K Buy
2,118
+53
+3% +$8.89K 0.15% 120
2022
Q4 		$370K Buy
+2,065
New +$360K 0.22% 105

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

Garden State Investment Advisory Services's CVX Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Chevron (CVX) stake by 53% in Q1 2026, selling an estimated $422K and leaving 2,036 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #171.

Garden State Investment Advisory Services first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $664K in Q4 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Garden State Investment Advisory Services held 2,036 shares of Chevron worth $423K as of Q1 2026.
  • Garden State Investment Advisory Services sold 2,315 Chevron shares in Q1 2026, an estimated $422K.
  • Chevron made up 0.09% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #171 holding.
  • Garden State Investment Advisory Services first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Garden State Investment Advisory Services's Chevron position peaked at $664K in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.