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Integrated Advisors Network’s Chevron CVX Stock Holding History

Integrated Advisors Network’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 		$10.7M Buy
51,642
+10,111
+24% +$1.84M 0.56% 35
2025
Q4 		$6.33M Sell
41,531
-6,754
-14% -$1.03M 0.28% 83
2025
Q3 		$7.5M Buy
48,285
+2,106
+5% +$326K 0.31% 72
2025
Q2 		$6.61M Sell
46,179
-15,202
-25% -$2.14M 0.3% 82
2025
Q1 		$10.3M Sell
61,381
-898
-1% -$141K 0.52% 40
2024
Q4 		$9.02M Sell
62,279
-2,501
-4% -$383K 0.43% 44
2024
Q3 		$9.54M Sell
64,780
-475
-0.7% -$70.7K 0.45% 47
2024
Q2 		$10.2M Sell
65,255
-606
-0.9% -$96.6K 0.52% 36
2024
Q1 		$10.4M Buy
65,861
+18,678
+40% +$2.82M 0.53% 39
2023
Q4 		$7.04M Buy
47,183
+7,490
+19% +$1.13M 0.4% 64
2023
Q3 		$6.69M Buy
39,693
+301
+0.8% +$48.6K 0.41% 60
2023
Q2 		$6.2M Sell
39,392
-22,643
-37% -$3.63M 0.36% 64
2023
Q1 		$10.1M Sell
62,035
-2,032
-3% -$341K 0.61% 31
2022
Q4 		$11.5M Sell
64,067
-4,085
-6% -$713K 0.74% 24
2022
Q3 		$9.79M Sell
68,152
-6,996
-9% -$1.07M 0.67% 30
2022
Q2 		$10.9M Buy
75,148
+6,177
+9% +$1.02M 0.71% 31
2022
Q1 		$11.2M Buy
68,971
+332
+0.5% +$47.6K 0.66% 32
2021
Q4 		$8.05M Buy
68,639
+39,752
+138% +$4.52M 0.48% 47
2021
Q3 		$2.93M Buy
28,887
+666
+2% +$66.4K 0.19% 138
2021
Q2 		$2.96M Buy
28,221
+998
+4% +$105K 0.22% 131
2021
Q1 		$2.85M Buy
27,223
+5,755
+27% +$562K 0.26% 116
2020
Q4 		$1.81M Buy
21,468
+5,371
+33% +$435K 0.2% 138
2020
Q3 		$1.16M Sell
16,097
-24,181
-60% -$2.03M 0.15% 159
2020
Q2 		$3.59M Buy
40,278
+1,440
+4% +$129K 0.42% 61
2020
Q1 		$2.81M Buy
38,838
+8,302
+27% +$820K 0.55% 49
2019
Q4 		$3.68M Buy
+30,536
New +$3.6M 0.5% 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 $295B AUM 31.6% 1-Year Est. Return

Integrated Advisors Network's CVX Position: Q1 2026 in Review

Integrated Advisors Network increased its Chevron (CVX) stake by 24% in Q1 2026, buying an estimated $1.84M and bringing the position to 51,642 shares worth $10.7M. The position accounts for 0.56% of the portfolio, ranked #35.

Integrated Advisors Network first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.5M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Integrated Advisors Network held 51,642 shares of Chevron worth $10.7M as of Q1 2026.
  • Integrated Advisors Network bought 10,111 Chevron shares in Q1 2026, an estimated $1.84M.
  • Chevron made up 0.56% of Integrated Advisors Network's portfolio in Q1 2026, its #35 holding.
  • Integrated Advisors Network first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's Chevron position peaked at $11.5M in Q4 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.