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Herold Advisors’s Chevron CVX Stock Holding History

Herold Advisors’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 		$5.69M Sell
27,492
-493
-2% -$89.9K 1.25% 17
2025
Q4 		$4.27M Sell
27,985
-458
-2% -$69.8K 0.95% 24
2025
Q3 		$4.42M Buy
28,443
+249
+0.9% +$38.6K 1.02% 25
2025
Q2 		$4.04M Buy
28,194
+2,429
+9% +$342K 0.85% 29
2025
Q1 		$4.31M Sell
25,765
-324
-1% -$50.7K 0.95% 25
2024
Q4 		$3.78M Buy
26,089
+390
+2% +$59.7K 0.82% 28
2024
Q3 		$3.78M Buy
25,699
+893
+4% +$133K 0.82% 29
2024
Q2 		$3.88M Buy
24,806
+36
+0.1% +$5.74K 0.9% 23
2024
Q1 		$3.91M Buy
24,770
+305
+1% +$46K 0.95% 23
2023
Q4 		$3.65M Buy
24,465
+446
+2% +$67.5K 1.01% 22
2023
Q3 		$4.05M Buy
24,019
+1,800
+8% +$291K 1.23% 14
2023
Q2 		$3.5M Buy
22,219
+463
+2% +$74.2K 1.07% 20
2023
Q1 		$3.55M Buy
21,756
+657
+3% +$110K 1.23% 19
2022
Q4 		$3.79M Sell
21,099
-133
-0.6% -$23.2K 1.6% 10
2022
Q3 		$3.05M Buy
21,232
+107
+0.5% +$16.3K 1.47% 9
2022
Q2 		$3.06M Sell
21,125
-143
-0.7% -$23.6K 1.36% 11
2022
Q1 		$3.46M Buy
21,268
+337
+2% +$48.3K 1.23% 10
2021
Q4 		$2.46M Buy
20,931
+261
+1% +$29.6K 0.95% 25
2021
Q3 		$2.1M Buy
+20,670
New +$2.06M 0.82% 27

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

Herold Advisors's CVX Position: Q1 2026 in Review

Herold Advisors reduced its Chevron (CVX) stake by 1.8% in Q1 2026, selling an estimated $89.9K and leaving 27,492 shares worth $5.69M. The position accounts for 1.25% of the portfolio, ranked #17.

Herold Advisors first reported a position in CVX in Q3 2021 and has held it in 19 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Herold Advisors held 27,492 shares of Chevron worth $5.69M as of Q1 2026.
  • Herold Advisors sold 493 Chevron shares in Q1 2026, an estimated $89.9K.
  • Chevron made up 1.25% of Herold Advisors's portfolio in Q1 2026, its #17 holding.
  • Herold Advisors first reported a position in Chevron in Q3 2021 and has held it in 19 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.