Investor's Fiduciary Advisor Network’s Chevron CVX Stock Holding History

Investor's Fiduciary Advisor 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	$2.75M	Sell	13,292 -2,469	-16%	-$450K	0.84%	27
2025 Q4	$2.4M	Sell	15,761 -11	-0.1%	-$1.68K	0.52%	46
2025 Q3	$2.45M	Buy	15,772 +1,321	+9%	+$205K	0.83%	26
2025 Q2	$2.07M	Buy	14,451 +9,884	+216%	+$1.39M	0.77%	29
2025 Q1	$764K	Sell	4,567 -7,318	-62%	-$1.15M	0.36%	75
2024 Q4	$1.72M	Buy	+11,885	New	+$1.82M	0.66%	40

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

Investor's Fiduciary Advisor Network's CVX Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Chevron (CVX) stake by 16% in Q1 2026, selling an estimated $450K and leaving 13,292 shares worth $2.75M. The position accounts for 0.84% of the portfolio, ranked #27.

Investor's Fiduciary Advisor Network first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Investor's Fiduciary Advisor Network held 13,292 shares of Chevron worth $2.75M as of Q1 2026.
Investor's Fiduciary Advisor Network sold 2,469 Chevron shares in Q1 2026, an estimated $450K.
Chevron made up 0.84% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #27 holding.
Investor's Fiduciary Advisor Network first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.