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Indie Asset Partners’s Chevron CVX Stock Holding History

Indie Asset Partners’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 		$1.07M Buy
5,169
+344
+7% +$62.7K 1.22% 24
2025
Q4 		$735K Buy
4,825
+512
+12% +$78K 0.82% 32
2025
Q3 		$670K Buy
4,313
+2,400
+125% +$372K 0.89% 30
2025
Q2 		$274K Sell
1,913
-356
-16% -$50.2K 0.5% 50
2025
Q1 		$380K Sell
2,269
-31
-1% -$4.85K 0.33% 51
2024
Q4 		$333K Sell
2,300
-65
-3% -$9.95K 0.26% 63
2024
Q3 		$348K Buy
2,365
+109
+5% +$16.2K 0.26% 65
2024
Q2 		$353K Sell
2,256
-8
-0.4% -$1.28K 0.28% 58
2024
Q1 		$357K Buy
2,264
+424
+23% +$64K 0.32% 49
2023
Q4 		$274K Buy
1,840
+258
+16% +$39K 0.25% 62
2023
Q3 		$267K Buy
1,582
+74
+5% +$12K 0.27% 56
2023
Q2 		$237K Sell
1,508
-10
-0.7% -$1.6K 0.26% 60
2023
Q1 		$248K Sell
1,518
-59
-4% -$9.89K 0.29% 65
2022
Q4 		$283K Hold
1,577
– – 0.31% 60
2022
Q3 		$227K Hold
1,577
– – 0.23% 72
2022
Q2 		$228K Buy
1,577
+20
+1% +$3.31K 0.2% 91
2022
Q1 		$253K Buy
+1,557
New +$223K 0.19% 106
2021
Q4 		– Sell
-2,171
Closed -$220K – 128
2021
Q3 		$220K Buy
+2,171
New +$217K 0.18% 113
2020
Q3 		– Sell
-2,331
Closed -$209K – 96
2020
Q2 		$209K Buy
+2,331
New +$209K 0.26% 87
2020
Q1 		– Sell
-2,643
Closed -$319K – 87
2019
Q4 		$319K Buy
+2,643
New +$311K 0.34% 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 $336B AUM 34.66% 1-Year Est. Return

Indie Asset Partners's CVX Position: Q1 2026 in Review

Indie Asset Partners increased its Chevron (CVX) stake by 7.1% in Q1 2026, buying an estimated $62.7K and bringing the position to 5,169 shares worth $1.07M. The position accounts for 1.22% of the portfolio, ranked #24.

Indie Asset Partners first reported a position in CVX in Q4 2019 and has held it in 20 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Indie Asset Partners held 5,169 shares of Chevron worth $1.07M as of Q1 2026.
  • Indie Asset Partners bought 344 Chevron shares in Q1 2026, an estimated $62.7K.
  • Chevron made up 1.22% of Indie Asset Partners's portfolio in Q1 2026, its #24 holding.
  • Indie Asset Partners first reported a position in Chevron in Q4 2019 and has held it in 20 quarters since.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.