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Great Valley Advisor Group’s Chevron CVX Stock Holding History

Great Valley Advisor 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 		$12.9M Buy
62,172
+7,485
+14% +$1.36M 0.23% 103
2025
Q4 		$8.34M Sell
54,687
-6,141
-10% -$935K 0.16% 131
2025
Q3 		$9.45M Sell
60,828
-4,970
-8% -$770K 0.19% 119
2025
Q2 		$9.42M Sell
65,798
-29,995
-31% -$4.23M 0.21% 111
2025
Q1 		$16M Sell
95,793
-12,460
-12% -$1.95M 0.34% 74
2024
Q4 		$15.7M Buy
108,253
+42,358
+64% +$6.48M 0.35% 77
2024
Q3 		$9.7M Buy
65,895
+4,605
+8% +$685K 0.24% 104
2024
Q2 		$9.59M Buy
61,290
+166
+0.3% +$26.5K 0.27% 92
2024
Q1 		$9.64M Buy
61,124
+5,392
+10% +$814K 0.29% 90
2023
Q4 		$8.31M Sell
55,732
-2,127
-4% -$322K 0.29% 88
2023
Q3 		$9.76M Buy
57,859
+2,440
+4% +$394K 0.4% 65
2023
Q2 		$8.72M Buy
55,419
+6,938
+14% +$1.11M 0.37% 67
2023
Q1 		$7.91M Sell
48,481
-13,527
-22% -$2.27M 0.37% 70
2022
Q4 		$11.1M Sell
62,008
-15,273
-20% -$2.67M 0.57% 42
2022
Q3 		$11.1M Buy
77,281
+5,602
+8% +$854K 0.62% 38
2022
Q2 		$10.4M Buy
71,679
+7,000
+11% +$1.16M 0.57% 46
2022
Q1 		$10.4M Buy
64,679
+8,501
+15% +$1.22M 0.61% 38
2021
Q4 		$6.56M Buy
56,178
+7,081
+14% +$804K 0.41% 64
2021
Q3 		$4.98M Buy
49,097
+17,766
+57% +$1.77M 0.34% 73
2021
Q2 		$3.28M Buy
31,331
+87
+0.3% +$9.18K 0.24% 111
2021
Q1 		$3.27M Buy
31,244
+7,318
+31% +$715K 0.32% 76
2020
Q4 		$2.02M Buy
23,926
+5,073
+27% +$411K 0.21% 109
2020
Q3 		$1.36M Buy
18,853
+7,210
+62% +$606K 0.17% 135
2020
Q2 		$1.04M Buy
11,643
+5,941
+104% +$532K 0.17% 142
2020
Q1 		$414K Sell
5,702
-4,098
-42% -$405K 0.11% 197
2019
Q4 		$1.18M Sell
9,800
-836
-8% -$98.5K 0.26% 118
2019
Q3 		$1.26M Buy
10,636
+1,191
+13% +$145K 0.3% 98
2019
Q2 		$1.18M Buy
9,445
+557
+6% +$67.4K 0.3% 105
2019
Q1 		$1.09M Sell
8,888
-940
-10% -$111K 0.35% 84
2018
Q4 		$1.04M Buy
+9,828
New +$1.14M 0.39% 67

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

Great Valley Advisor Group's CVX Position: Q1 2026 in Review

Great Valley Advisor Group increased its Chevron (CVX) stake by 14% in Q1 2026, buying an estimated $1.36M and bringing the position to 62,172 shares worth $12.9M. The position accounts for 0.23% of the portfolio, ranked #103.

Great Valley Advisor Group first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $16M in Q1 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Great Valley Advisor Group held 62,172 shares of Chevron worth $12.9M as of Q1 2026.
  • Great Valley Advisor Group bought 7,485 Chevron shares in Q1 2026, an estimated $1.36M.
  • Chevron made up 0.23% of Great Valley Advisor Group's portfolio in Q1 2026, its #103 holding.
  • Great Valley Advisor Group first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Chevron position peaked at $16M in Q1 2025.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.