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Infrastructure Capital Advisors’s Chevron CVX Stock Holding History

Infrastructure Capital 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 		$204K Sell
985
-13,226
-93% -$2.41M 0.01% 144
2025
Q4 		$2.17M Buy
14,211
+774
+6% +$118K 0.21% 56
2025
Q3 		$2.12M Sell
13,437
-4,933
-27% -$764K 0.21% 48
2025
Q2 		$2.63M Buy
18,370
+7,125
+63% +$1M 0.21% 39
2025
Q1 		$1.88M Sell
11,245
-9,059
-45% -$1.42M 0.14% 44
2024
Q4 		$2.94M Buy
20,304
+9,758
+93% +$1.49M 0.21% 37
2024
Q3 		$1.55M Sell
10,546
-127
-1% -$18.9K 0.21% 53
2024
Q2 		$1.67M Sell
10,673
-127
-1% -$20.3K 0.22% 42
2024
Q1 		$1.7M Buy
10,800
+2,818
+35% +$425K 0.22% 40
2023
Q4 		$1.19M Buy
+7,982
New +$1.21M 0.17% 49
2023
Q3 		– Sell
-1,672
Closed -$263K – 84
2023
Q2 		$263K Buy
1,672
+80
+5% +$12.8K 0.03% 101
2023
Q1 		$260K Sell
1,592
-4,078
-72% -$684K 0.03% 91
2022
Q4 		$1.02M Buy
5,670
+958
+20% +$167K 0.15% 34
2022
Q3 		$677K Sell
4,712
-338
-7% -$51.5K 0.01% 37
2022
Q2 		$731K Buy
+5,050
New +$835K 0.06% 45
2021
Q1 		– Sell
-2,002
Closed -$169K – 60
2020
Q4 		$169K Buy
+2,002
New +$162K 0.06% 50

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

Infrastructure Capital Advisors's CVX Position: Q1 2026 in Review

Infrastructure Capital Advisors reduced its Chevron (CVX) stake by 93% in Q1 2026, selling an estimated $2.41M and leaving 985 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #144.

Infrastructure Capital Advisors first reported a position in CVX in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.94M in Q4 2024. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Infrastructure Capital Advisors held 985 shares of Chevron worth $204K as of Q1 2026.
  • Infrastructure Capital Advisors sold 13,226 Chevron shares in Q1 2026, an estimated $2.41M.
  • Chevron made up 0.01% of Infrastructure Capital Advisors's portfolio in Q1 2026, its #144 holding.
  • Infrastructure Capital Advisors first reported a position in Chevron in Q4 2020 and has held it in 16 quarters since.
  • Infrastructure Capital Advisors's Chevron position peaked at $2.94M in Q4 2024.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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