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ICW Investment Advisors’s Chevron CVX Stock Holding History

ICW Investment 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 		$3.16M Sell
15,258
-891
-6% -$162K 1.14% 29
2025
Q4 		$2.46M Sell
16,149
-24
-0.1% -$3.65K 0.9% 39
2025
Q3 		$2.51M Buy
16,173
+714
+5% +$111K 0.9% 37
2025
Q2 		$2.21M Buy
15,459
+333
+2% +$46.9K 0.87% 41
2025
Q1 		$2.53M Buy
15,126
+129
+0.9% +$20.2K 1.03% 32
2024
Q4 		$2.17M Buy
14,997
+2,159
+17% +$330K 0.91% 41
2024
Q3 		$1.89M Buy
12,838
+494
+4% +$73.5K 0.79% 50
2024
Q2 		$1.93M Sell
12,344
-108
-0.9% -$17.2K 0.88% 41
2024
Q1 		$1.96M Buy
12,452
+456
+4% +$68.8K 0.87% 44
2023
Q4 		$1.79M Buy
11,996
+76
+0.6% +$11.5K 0.87% 44
2023
Q3 		$2.01M Buy
11,920
+413
+4% +$66.7K 1.08% 32
2023
Q2 		$1.81M Buy
11,507
+306
+3% +$49.1K 0.97% 39
2023
Q1 		$1.83M Buy
11,201
+323
+3% +$54.2K 1.04% 39
2022
Q4 		$1.95M Sell
10,878
-53
-0.5% -$9.25K 1.17% 33
2022
Q3 		$1.57M Buy
10,931
+55
+0.5% +$8.39K 1.05% 38
2022
Q2 		$1.57M Sell
10,876
-22
-0.2% -$3.64K 1% 40
2022
Q1 		$1.77M Buy
10,898
+89
+0.8% +$12.8K 1.02% 42
2021
Q4 		$1.27M Buy
10,809
+572
+6% +$65K 0.71% 62
2021
Q3 		$1.04M Buy
10,237
+326
+3% +$32.5K 0.67% 63
2021
Q2 		$1.04M Buy
9,911
+136
+1% +$14.4K 0.68% 64
2021
Q1 		$1.02M Buy
9,775
+278
+3% +$27.1K 0.7% 61
2020
Q4 		$810K Sell
9,497
-103
-1% -$8.34K 0.58% 69
2020
Q3 		$691K Buy
9,600
+16
+0.2% +$1.35K 0.52% 78
2020
Q2 		$855K Buy
9,584
+370
+4% +$33.1K 0.7% 61
2020
Q1 		$668K Buy
9,214
+637
+7% +$62.9K 0.63% 69
2019
Q4 		$1.03M Buy
+8,577
New +$1.01M 0.84% 55

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

ICW Investment Advisors's CVX Position: Q1 2026 in Review

ICW Investment Advisors reduced its Chevron (CVX) stake by 5.5% in Q1 2026, selling an estimated $162K and leaving 15,258 shares worth $3.16M. The position accounts for 1.14% of the portfolio, ranked #29.

ICW Investment Advisors first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • ICW Investment Advisors held 15,258 shares of Chevron worth $3.16M as of Q1 2026.
  • ICW Investment Advisors sold 891 Chevron shares in Q1 2026, an estimated $162K.
  • Chevron made up 1.14% of ICW Investment Advisors's portfolio in Q1 2026, its #29 holding.
  • ICW Investment Advisors first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.