IAA
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Independent Advisor Alliance’s Chevron CVX Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-10
Closed -$1K – 604
2020
Q4 		$1K Buy
+10
New +$810 ﹤0.01% 570

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Independent Advisor Alliance's CVX Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Chevron (CVX) stake by 19% in Q1 2026, selling an estimated $3.23M and leaving 77,787 shares worth $16.1M. The position accounts for 0.17% of the portfolio, ranked #115.

Independent Advisor Alliance first reported a position in CVX in Q4 2016 and has held it in 38 quarters since. The position peaked at $25.8M in Q3 2023. 4,280 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Independent Advisor Alliance held 77,787 shares of Chevron worth $16.1M as of Q1 2026.
  • Independent Advisor Alliance sold 17,730 Chevron shares in Q1 2026, an estimated $3.23M.
  • Chevron made up 0.17% of Independent Advisor Alliance's portfolio in Q1 2026, its #115 holding.
  • Independent Advisor Alliance first reported a position in Chevron in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Chevron position peaked at $25.8M in Q3 2023.
  • 4,280 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.