IAG
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Investment Advisory Group’s Chevron CVX Stock Holding History

Investment 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 		$421K Buy
2,035
+206
+11% +$37.6K 0.11% 121
2025
Q4 		$279K Buy
1,829
+78
+4% +$11.9K 0.07% 156
2025
Q3 		$272K Buy
1,751
+63
+4% +$9.76K 0.07% 150
2025
Q2 		$242K Sell
1,688
-82
-5% -$11.6K 0.07% 151
2025
Q1 		$296K Buy
1,770
+10
+0.6% +$1.56K 0.1% 129
2024
Q4 		$255K Buy
1,760
+22
+1% +$3.37K 0.09% 141
2024
Q3 		$256K Buy
1,738
+36
+2% +$5.36K 0.09% 143
2024
Q2 		$266K Sell
1,702
-88
-5% -$14K 0.1% 129
2024
Q1 		$282K Buy
1,790
+26
+1% +$3.92K 0.12% 121
2023
Q4 		$263K Sell
1,764
-20
-1% -$3.02K 0.12% 120
2023
Q3 		$301K Buy
1,784
+50
+3% +$8.08K 0.16% 98
2023
Q2 		$273K Buy
1,734
+90
+5% +$14.4K 0.14% 110
2023
Q1 		$268K Hold
1,644
– – 0.15% 110
2022
Q4 		$295K Buy
1,644
+20
+1% +$3.49K 0.18% 99
2022
Q3 		$233K Hold
1,624
– – 0.16% 111
2022
Q2 		$235K Buy
1,624
+18
+1% +$2.98K 0.16% 107
2022
Q1 		$261K Buy
+1,606
New +$230K 0.16% 105

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

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

Investment Advisory Group increased its Chevron (CVX) stake by 11% in Q1 2026, buying an estimated $37.6K and bringing the position to 2,035 shares worth $421K. The position accounts for 0.11% of the portfolio, ranked #121.

Investment Advisory Group first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Investment Advisory Group held 2,035 shares of Chevron worth $421K as of Q1 2026.
  • Investment Advisory Group bought 206 Chevron shares in Q1 2026, an estimated $37.6K.
  • Chevron made up 0.11% of Investment Advisory Group's portfolio in Q1 2026, its #121 holding.
  • Investment Advisory Group first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.