IA
CVX icon

IFS Advisors’s Chevron CVX Stock Holding History

IFS 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 		$116K Buy
562
+345
+159% +$62.9K 0.06% 34
2025
Q4 		$33.1K Hold
217
– – 0.02% 57
2025
Q3 		$33.7K Hold
217
– – 0.02% 54
2025
Q2 		$31.1K Buy
217
+4
+2% +$564 0.02% 47
2025
Q1 		$35.6K Buy
213
+116
+120% +$18.2K 0.03% 55
2024
Q4 		$14K Buy
97
+73
+304% +$11.2K 0.01% 74
2024
Q3 		$3.53K Buy
24
+3
+14% +$447 ﹤0.01% 106
2024
Q2 		$3.28K Buy
21
+11
+110% +$1.75K ﹤0.01% 103
2024
Q1 		$1.58K Hold
10
– – ﹤0.01% 121
2023
Q4 		$1.49K Buy
+10
New +$1.51K ﹤0.01% 118

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

IFS Advisors's CVX Position: Q1 2026 in Review

IFS Advisors increased its Chevron (CVX) stake by 159% in Q1 2026, buying an estimated $62.9K and bringing the position to 562 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #34.

IFS Advisors first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • IFS Advisors held 562 shares of Chevron worth $116K as of Q1 2026.
  • IFS Advisors bought 345 Chevron shares in Q1 2026, an estimated $62.9K.
  • Chevron made up 0.06% of IFS Advisors's portfolio in Q1 2026, its #34 holding.
  • IFS Advisors first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.