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Genesee Capital Advisors’s Chevron CVX Stock Holding History

Genesee Capital 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 		$1.04M Buy
5,027
+16
+0.3% +$2.92K 0.44% 54
2025
Q4 		$764K Buy
5,011
+450
+10% +$68.5K 0.31% 67
2025
Q3 		$708K Buy
4,561
+48
+1% +$7.43K 0.31% 64
2025
Q2 		$646K Sell
4,513
-46
-1% -$6.49K 0.29% 70
2025
Q1 		$763K Buy
4,559
+107
+2% +$16.8K 0.38% 65
2024
Q4 		$645K Sell
4,452
-54
-1% -$8.27K 0.3% 69
2024
Q3 		$664K Buy
4,506
+121
+3% +$18K 0.32% 65
2024
Q2 		$686K Buy
4,385
+78
+2% +$12.4K 0.34% 65
2024
Q1 		$679K Buy
4,307
+96
+2% +$14.5K 0.37% 62
2023
Q4 		$628K Buy
4,211
+628
+18% +$95K 0.39% 55
2023
Q3 		$604K Buy
3,583
+31
+0.9% +$5.01K 0.43% 55
2023
Q2 		$559K Sell
3,552
-4,871
-58% -$781K 0.38% 57
2023
Q1 		$1.37M Buy
8,423
+42
+0.5% +$7.04K 0.98% 25
2022
Q4 		$1.5M Buy
8,381
+798
+11% +$139K 1.12% 24
2022
Q3 		$1.09M Buy
7,583
+74
+1% +$11.3K 0.83% 39
2022
Q2 		$1.09M Buy
+7,509
New +$1.24M 0.76% 44
2022
Q1 		– Sell
-1,868
Closed -$219K – 116
2021
Q4 		$219K Buy
+1,868
New +$212K 0.1% 100

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

Genesee Capital Advisors's CVX Position: Q1 2026 in Review

Genesee Capital Advisors increased its Chevron (CVX) stake by 0.32% in Q1 2026, buying an estimated $2.92K and bringing the position to 5,027 shares worth $1.04M. The position accounts for 0.44% of the portfolio, ranked #54.

Genesee Capital Advisors first reported a position in CVX in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.5M in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Genesee Capital Advisors held 5,027 shares of Chevron worth $1.04M as of Q1 2026.
  • Genesee Capital Advisors bought 16 Chevron shares in Q1 2026, an estimated $2.92K.
  • Chevron made up 0.44% of Genesee Capital Advisors's portfolio in Q1 2026, its #54 holding.
  • Genesee Capital Advisors first reported a position in Chevron in Q4 2021 and has held it in 17 quarters since.
  • Genesee Capital Advisors's Chevron position peaked at $1.5M in Q4 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.