GM Advisory Group’s Chevron CVX Stock Holding History

GM Advisory 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	$38.6M	Buy	186,364 +165,319	+786%	+$30.1M	1.48%	17
2025 Q4	$3.21M	Buy	21,045 +1,174	+6%	+$179K	0.13%	84
2025 Q3	$3.09M	Buy	19,871 +297	+2%	+$46K	0.13%	80
2025 Q2	$2.8M	Buy	19,574 +2,423	+14%	+$342K	0.14%	77
2025 Q1	$2.87M	Sell	17,151 -2,470	-13%	-$387K	0.15%	66
2024 Q4	$2.84M	Buy	19,621 +277	+1%	+$42.4K	0.16%	65
2024 Q3	$2.85M	Sell	19,344 -1,617	-8%	-$241K	0.17%	64
2024 Q2	$3.28M	Buy	20,961 +104	+0.5%	+$16.6K	0.21%	58
2024 Q1	$3.29M	Buy	20,857 +1,598	+8%	+$241K	0.23%	51
2023 Q4	$2.87M	Buy	19,259 +2,292	+14%	+$347K	0.22%	51
2023 Q3	$2.86M	Buy	16,967 +282	+2%	+$45.5K	0.23%	43
2023 Q2	$2.63M	Buy	16,685 +3,133	+23%	+$502K	0.22%	47
2023 Q1	$2.21M	Buy	13,552 +753	+6%	+$126K	0.2%	49
2022 Q4	$2.3M	Buy	12,799 +1	+0%	+$175	0.25%	45
2022 Q3	$1.84M	Sell	12,798 -1,085	-8%	-$165K	0.23%	47
2022 Q2	$2.01M	Buy	13,883 +267	+2%	+$44.1K	0.31%	49
2022 Q1	$2.22M	Sell	13,616 -6,036	-31%	-$866K	0.26%	54
2021 Q4	$2.31M	Buy	19,652 +1,279	+7%	+$145K	0.21%	65
2021 Q3	$1.86M	Sell	18,373 -755	-4%	-$75.3K	0.19%	67
2021 Q2	$2M	Sell	19,128 -2,963	-13%	-$313K	0.21%	66
2021 Q1	$2.31M	Buy	22,091 +6,392	+41%	+$624K	0.28%	52
2020 Q4	$1.33M	Sell	15,699 -7,921	-34%	-$641K	0.18%	61
2020 Q3	$1.7M	Sell	23,620 -440	-2%	-$37K	0.26%	46
2020 Q2	$2.15M	Buy	24,060 +15,573	+183%	+$1.39M	0.4%	40
2020 Q1	$615K	Buy	+8,487	New	+$839K	0.17%	69
2019 Q4	–	Sell	-6,310	Closed	-$748K	–	103
2019 Q3	$748K	Buy	6,310 +373	+6%	+$45.3K	0.23%	44
2019 Q2	$739K	Hold	5,937	–	–	0.23%	50
2019 Q1	$731K	Sell	5,937 -37	-0.6%	-$4.38K	0.24%	48
2018 Q4	$650K	Hold	5,974	–	–	0.24%	51
2018 Q3	$731K	Sell	5,974 -100	-2%	-$12.1K	0.23%	55
2018 Q2	$768K	Buy	6,074 +112	+2%	+$13.9K	0.23%	53
2018 Q1	$680K	Buy	5,962 +100	+2%	+$12K	0.21%	53
2017 Q4	$734K	Hold	5,862	–	–	0.2%	55
2017 Q3	$689K	Sell	5,862 -15	-0.3%	-$1.64K	0.21%	53
2017 Q2	$613K	Buy	+5,877	New	+$623K	0.19%	54

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GM Advisory Group's CVX Position: Q1 2026 in Review

GM Advisory Group increased its Chevron (CVX) stake by 786% in Q1 2026, buying an estimated $30.1M and bringing the position to 186,364 shares worth $38.6M. The position accounts for 1.48% of the portfolio, ranked #17.

GM Advisory Group first reported a position in CVX in Q2 2017 and has held it in 35 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

GM Advisory Group held 186,364 shares of Chevron worth $38.6M as of Q1 2026.
GM Advisory Group bought 165,319 Chevron shares in Q1 2026, an estimated $30.1M.
Chevron made up 1.48% of GM Advisory Group's portfolio in Q1 2026, its #17 holding.
GM Advisory Group first reported a position in Chevron in Q2 2017 and has held it in 35 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.