IAG
CVX icon

Investmark Advisory Group’s Chevron CVX Stock Holding History

Investmark Advisory Group’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 		$5.09M Buy
24,592
+15
+0.1% +$2.73K 2.18% 8
2025
Q4 		$3.75M Buy
24,577
+109
+0.4% +$16.6K 1.6% 16
2025
Q3 		$3.8M Buy
24,468
+228
+0.9% +$35.3K 1.65% 17
2025
Q2 		$3.47M Sell
24,240
-906
-4% -$128K 1.63% 17
2025
Q1 		$4.21M Sell
25,146
-292
-1% -$45.7K 2.08% 14
2024
Q4 		$3.68M Buy
25,438
+210
+0.8% +$32.1K 1.81% 15
2024
Q3 		$3.72M Buy
25,228
+464
+2% +$69.1K 1.8% 15
2024
Q2 		$3.87M Buy
24,764
+227
+0.9% +$36.2K 2.07% 11
2024
Q1 		$3.87M Sell
24,537
-483
-2% -$72.9K 2.12% 11
2023
Q4 		$3.73M Sell
25,020
-93
-0.4% -$14.1K 2.19% 12
2023
Q3 		$4.23M Buy
25,113
+193
+0.8% +$31.2K 2.87% 6
2023
Q2 		$3.92M Buy
24,920
+549
+2% +$88K 2.62% 9
2023
Q1 		$3.98M Buy
24,371
+1,033
+4% +$173K 2.92% 6
2022
Q4 		$4.19M Buy
23,338
+451
+2% +$78.7K 3.11% 6
2022
Q3 		$3.29M Buy
22,887
+663
+3% +$101K 2.95% 7
2022
Q2 		$3.22M Buy
22,224
+333
+2% +$55K 3.18% 10
2022
Q1 		$3.56M Buy
21,891
+711
+3% +$102K 3.67% 6
2021
Q4 		$2.48M Buy
+21,180
New +$2.41M 2.32% 13

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

Investmark Advisory Group's CVX Position: Q1 2026 in Review

Investmark Advisory Group increased its Chevron (CVX) stake by 0.06% in Q1 2026, buying an estimated $2.73K and bringing the position to 24,592 shares worth $5.09M. The position accounts for 2.18% of the portfolio, ranked #8.

Investmark Advisory Group first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Investmark Advisory Group held 24,592 shares of Chevron worth $5.09M as of Q1 2026.
  • Investmark Advisory Group bought 15 Chevron shares in Q1 2026, an estimated $2.73K.
  • Chevron made up 2.18% of Investmark Advisory Group's portfolio in Q1 2026, its #8 holding.
  • Investmark Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.