IA
CVX icon

Intellus Advisors’s Chevron CVX Stock Holding History

Intellus 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 		$383K Sell
1,850
-515
-22% -$93.9K 0.05% 85
2025
Q4 		$360K Sell
2,365
-100
-4% -$15.2K 0.05% 91
2025
Q3 		$383K Sell
2,465
-152
-6% -$23.5K 0.05% 92
2025
Q2 		$375K Hold
2,617
– – 0.06% 91
2025
Q1 		$438K Sell
2,617
-1,185
-31% -$186K 0.08% 79
2024
Q4 		$551K Buy
+3,802
New +$582K 0.1% 70

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

Intellus Advisors's CVX Position: Q1 2026 in Review

Intellus Advisors reduced its Chevron (CVX) stake by 22% in Q1 2026, selling an estimated $93.9K and leaving 1,850 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #85.

Intellus Advisors first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $551K in Q4 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Intellus Advisors held 1,850 shares of Chevron worth $383K as of Q1 2026.
  • Intellus Advisors sold 515 Chevron shares in Q1 2026, an estimated $93.9K.
  • Chevron made up 0.05% of Intellus Advisors's portfolio in Q1 2026, its #85 holding.
  • Intellus Advisors first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's Chevron position peaked at $551K in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.