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Guardian Wealth Advisors (Minnesota)’s Chevron CVX Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$1.15M Sell
5,581
-135
-2% -$24.6K 0.66% 16
2025
Q4 		$871K Sell
5,716
-518
-8% -$78.9K 0.49% 22
2025
Q3 		$968K Buy
6,234
+105
+2% +$16.3K 0.55% 19
2025
Q2 		$878K Buy
6,129
+155
+3% +$21.9K 0.52% 23
2025
Q1 		$999K Sell
5,974
-33
-0.5% -$5.17K 0.64% 20
2024
Q4 		$870K Buy
6,007
+8
+0.1% +$1.23K 0.56% 22
2024
Q3 		$884K Buy
5,999
+200
+3% +$29.8K 0.55% 23
2024
Q2 		$907K Sell
5,799
-10
-0.2% -$1.59K 0.59% 19
2024
Q1 		$916K Buy
5,809
+601
+12% +$90.7K 0.6% 20
2023
Q4 		$777K Buy
5,208
+195
+4% +$29.5K 0.54% 24
2023
Q3 		$845K Sell
5,013
-36
-0.7% -$5.82K 0.65% 21
2023
Q2 		$794K Buy
5,049
+75
+2% +$12K 0.58% 22
2023
Q1 		$812K Buy
4,974
+132
+3% +$22.1K 0.64% 23
2022
Q4 		$869K Sell
4,842
-1
-0% -$175 0.77% 20
2022
Q3 		$696K Sell
4,843
-49
-1% -$7.47K 0.68% 22
2022
Q2 		$708K Buy
4,892
+130
+3% +$21.5K 0.65% 22
2022
Q1 		$775K Sell
4,762
-188
-4% -$27K 0.64% 23
2021
Q4 		$581K Buy
4,950
+151
+3% +$17.2K 0.47% 35
2021
Q3 		$487K Sell
4,799
-844
-15% -$84.2K 0.43% 39
2021
Q2 		$591K Buy
5,643
+18
+0.3% +$1.9K 0.51% 31
2021
Q1 		$589K Buy
5,625
+192
+4% +$18.7K 0.55% 32
2020
Q4 		$459K Buy
+5,433
New +$440K 0.46% 39

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 Wealth Advisors (Minnesota)'s CVX Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Chevron (CVX) stake by 2.4% in Q1 2026, selling an estimated $24.6K and leaving 5,581 shares worth $1.15M. The position accounts for 0.66% of the portfolio, ranked #16.

Guardian Wealth Advisors (Minnesota) first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 5,581 shares of Chevron worth $1.15M as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 135 Chevron shares in Q1 2026, an estimated $24.6K.
  • Chevron made up 0.66% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #16 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.