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

Guardian Wealth Advisors (North Carolina)’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 		$2.31M Buy
11,153
+2,961
+36% +$540K 0.15% 97
2025
Q4 		$1.25M Buy
8,192
+48
+0.6% +$7.31K 0.08% 131
2025
Q3 		$1.26M Buy
8,144
+214
+3% +$33.1K 0.08% 125
2025
Q2 		$1.14M Buy
7,930
+406
+5% +$57.2K 0.08% 125
2025
Q1 		$1.26M Buy
7,524
+64
+0.9% +$10K 0.1% 111
2024
Q4 		$1.08M Buy
7,460
+1,081
+17% +$165K 0.09% 123
2024
Q3 		$939K Sell
6,379
-289
-4% -$43K 0.1% 107
2024
Q2 		$1.04M Buy
6,668
+116
+2% +$18.5K 0.12% 94
2024
Q1 		$1.03M Sell
6,552
-54
-0.8% -$8.15K 0.13% 97
2023
Q4 		$985K Sell
6,606
-364
-5% -$55.1K 0.15% 85
2023
Q3 		$1.18M Buy
6,970
+60
+0.9% +$9.69K 0.2% 72
2023
Q2 		$1.09M Buy
6,910
+197
+3% +$31.6K 0.19% 73
2023
Q1 		$1.1M Sell
6,713
-36
-0.5% -$6.04K 0.19% 69
2022
Q4 		$1.21M Sell
6,749
-116
-2% -$20.2K 0.23% 56
2022
Q3 		$986K Buy
6,865
+414
+6% +$63.1K 0.18% 64
2022
Q2 		$934K Buy
6,451
+2,418
+60% +$400K 0.17% 71
2022
Q1 		$657K Buy
4,033
+644
+19% +$92.4K 0.28% 61
2021
Q4 		$398K Buy
+3,389
New +$385K 0.17% 107

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

Guardian Wealth Advisors (North Carolina)'s CVX Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Chevron (CVX) stake by 36% in Q1 2026, buying an estimated $540K and bringing the position to 11,153 shares worth $2.31M. The position accounts for 0.15% of the portfolio, ranked #97.

Guardian Wealth Advisors (North Carolina) first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 11,153 shares of Chevron worth $2.31M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 2,961 Chevron shares in Q1 2026, an estimated $540K.
  • Chevron made up 0.15% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #97 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.