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Guardian Partners’s Chevron CVX Stock Holding History

Guardian Partners’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 		$14.7M Sell
70,702
-160
-0.2% -$29.2K 1.22% 27
2025
Q4 		$12.8M Buy
70,862
+1,909
+3% +$291K 1.03% 28
2025
Q3 		$10.7M Buy
68,953
+938
+1% +$145K 0.9% 37
2025
Q2 		$10.4M Sell
68,015
-320
-0.5% -$45.1K 0.94% 34
2025
Q1 		$9.34M Sell
68,335
-521
-0.8% -$81.6K 0.97% 35
2024
Q4 		$10.3M Buy
+68,856
New +$10.5M 1.05% 33

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

Guardian Partners's CVX Position: Q1 2026 in Review

Guardian Partners reduced its Chevron (CVX) stake by 0.23% in Q1 2026, selling an estimated $29.2K and leaving 70,702 shares worth $14.7M. The position accounts for 1.22% of the portfolio, ranked #27.

Guardian Partners first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Guardian Partners held 70,702 shares of Chevron worth $14.7M as of Q1 2026.
  • Guardian Partners sold 160 Chevron shares in Q1 2026, an estimated $29.2K.
  • Chevron made up 1.22% of Guardian Partners's portfolio in Q1 2026, its #27 holding.
  • Guardian Partners first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.