Integrated Investment Consultants’s Chevron CVX Stock Holding History

Integrated Investment Consultants’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	$1.22M	Buy	5,903 +31	+0.5%	+$5.65K	0.26%	66
2025 Q4	$895K	Sell	5,872 -1,501	-20%	-$229K	0.18%	92
2025 Q3	$1.14M	Sell	7,373 -143	-2%	-$22.1K	0.19%	74
2025 Q2	$1.08M	Buy	7,516 +1,269	+20%	+$179K	0.21%	84
2025 Q1	$1.05M	Buy	6,247 +692	+12%	+$108K	0.21%	83
2024 Q4	$805K	Sell	5,555 -17,988	-76%	-$2.75M	0.17%	108
2024 Q3	$836K	Buy	23,543 +17,593	+296%	+$2.62M	0.18%	87
2024 Q2	$939K	Hold	5,950	–	–	0.26%	62
2024 Q1	$939K	Buy	5,950 +288	+5%	+$43.5K	0.26%	62
2023 Q4	$845K	Buy	5,662 +55	+1%	+$8.32K	0.27%	62
2023 Q3	$945K	Sell	5,607 -811	-13%	-$131K	0.34%	44
2023 Q2	$1.01M	Buy	6,418 +36	+0.6%	+$5.77K	0.32%	41
2023 Q1	$1.04M	Sell	6,382 -347	-5%	-$58.2K	0.33%	42
2022 Q4	$1.21M	Buy	6,729 +188	+3%	+$32.8K	0.41%	39
2022 Q3	$940K	Sell	6,541 -311	-5%	-$47.4K	0.37%	40
2022 Q2	$992K	Buy	6,852 +438	+7%	+$72.4K	0.36%	42
2022 Q1	$1.04M	Sell	6,414 -335	-5%	-$48K	0.28%	52
2021 Q4	$792K	Buy	6,749 +2,466	+58%	+$280K	0.21%	82
2021 Q3	$435K	Sell	4,283 -389	-8%	-$38.8K	0.13%	143
2021 Q2	$489K	Buy	4,672 +1,298	+38%	+$137K	0.14%	126
2021 Q1	$354K	Sell	3,374 -972	-22%	-$94.9K	0.12%	165
2020 Q4	$367K	Buy	4,346 +54	+1%	+$4.37K	0.14%	135
2020 Q3	$309K	Sell	4,292 -113	-3%	-$9.5K	0.14%	130
2020 Q2	$393K	Sell	4,405 -14	-0.3%	-$1.25K	0.19%	89
2020 Q1	$320K	Sell	4,419 -1,078	-20%	-$107K	0.19%	95
2019 Q4	$662K	Sell	5,497 -694	-11%	-$81.7K	0.27%	67
2019 Q3	$734K	Hold	6,191	–	–	0.38%	52
2019 Q2	$770K	Hold	6,191	–	–	0.39%	50
2019 Q1	$763K	Buy	6,191 +1,042	+20%	+$123K	0.41%	48
2018 Q4	$561K	Buy	5,149 +116	+2%	+$13.4K	0.3%	60
2018 Q3	$615K	Hold	5,033	–	–	0.3%	54
2018 Q2	$636K	Sell	5,033 -2,546	-34%	-$316K	0.33%	47
2018 Q1	$864K	Buy	+7,579	New	+$906K	0.34%	43
2017 Q3	$781K	Hold	6,646	–	–	0.34%	45
2017 Q2	$693K	Sell	6,646 -100	-1%	-$10.6K	0.31%	50
2017 Q1	$724K	Buy	6,746 +200	+3%	+$22.4K	0.33%	51
2016 Q4	$770K	Buy	6,546 +500	+8%	+$54.4K	0.37%	45
2016 Q3	$609K	Hold	6,046	–	–	0.31%	56
2016 Q2	$634K	Buy	6,046 +1,078	+22%	+$108K	0.36%	53
2016 Q1	$479K	Hold	4,968	–	–	0.28%	64
2015 Q4	$415K	Buy	+4,968	New	+$448K	0.33%	62

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Integrated Investment Consultants's CVX Position: Q1 2026 in Review

Integrated Investment Consultants increased its Chevron (CVX) stake by 0.53% in Q1 2026, buying an estimated $5.65K and bringing the position to 5,903 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #66.

Integrated Investment Consultants first reported a position in CVX in Q4 2015 and has held it in 41 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Integrated Investment Consultants held 5,903 shares of Chevron worth $1.22M as of Q1 2026.
Integrated Investment Consultants bought 31 Chevron shares in Q1 2026, an estimated $5.65K.
Chevron made up 0.26% of Integrated Investment Consultants's portfolio in Q1 2026, its #66 holding.
Integrated Investment Consultants first reported a position in Chevron in Q4 2015 and has held it in 41 quarters since.
4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.