IA
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Inspire Advisors’s Chevron CVX Stock Holding History

Inspire 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 		$708K Buy
3,421
+932
+37% +$170K 0.06% 269
2025
Q4 		$380K Buy
2,489
+232
+10% +$35.3K 0.03% 372
2025
Q3 		$350K Sell
2,257
-4
-0.2% -$619 0.03% 357
2025
Q2 		$324K Buy
2,261
+148
+7% +$20.9K 0.03% 366
2025
Q1 		$354K Sell
2,113
-2,386
-53% -$374K 0.04% 314
2024
Q4 		$652K Buy
4,499
+338
+8% +$51.7K 0.08% 175
2024
Q3 		$613K Buy
4,161
+37
+0.9% +$5.51K 0.07% 195
2024
Q2 		$645K Buy
4,124
+55
+1% +$8.77K 0.09% 149
2024
Q1 		$642K Sell
4,069
-1,569
-28% -$237K 0.09% 155
2023
Q4 		$841K Buy
5,638
+28
+0.5% +$4.24K 0.13% 103
2023
Q3 		$946K Buy
5,610
+102
+2% +$16.5K 0.17% 51
2023
Q2 		$867K Buy
5,508
+148
+3% +$23.7K 0.17% 54
2023
Q1 		$875K Buy
5,360
+114
+2% +$19.1K 0.2% 27
2022
Q4 		$942K Buy
5,246
+3,478
+197% +$607K 0.24% 19
2022
Q3 		$254K Buy
1,768
+225
+15% +$34.3K 0.07% 83
2022
Q2 		$223K Buy
1,543
+252
+20% +$41.7K 0.06% 73
2022
Q1 		$210K Buy
+1,291
New +$185K 0.06% 88
2021
Q1 		– Sell
-1,241
Closed -$105K – 231
2020
Q4 		$105K Buy
+1,241
New +$100K 0.04% 116

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

Inspire Advisors's CVX Position: Q1 2026 in Review

Inspire Advisors increased its Chevron (CVX) stake by 37% in Q1 2026, buying an estimated $170K and bringing the position to 3,421 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #269.

Inspire Advisors first reported a position in CVX in Q4 2020 and has held it in 18 quarters since. The position peaked at $946K in Q3 2023. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Inspire Advisors held 3,421 shares of Chevron worth $708K as of Q1 2026.
  • Inspire Advisors bought 932 Chevron shares in Q1 2026, an estimated $170K.
  • Chevron made up 0.06% of Inspire Advisors's portfolio in Q1 2026, its #269 holding.
  • Inspire Advisors first reported a position in Chevron in Q4 2020 and has held it in 18 quarters since.
  • Inspire Advisors's Chevron position peaked at $946K in Q3 2023.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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