IPG Investment Advisors’s Chevron CVX Stock Holding History

IPG Investment 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	$212K	Buy	+1,023	New	+$187K	0.04%	215
2024 Q2	–	Sell	-33,590	Closed	-$5.3M	–	183
2024 Q1	$5.3M	Buy	33,590 +24,460	+268%	+$3.69M	1.16%	27
2023 Q4	$1.36M	Buy	+9,130	New	+$1.38M	0.27%	59
2019 Q3	–	Sell	-1,618	Closed	-$201K	–	136
2019 Q2	$201K	Buy	+1,618	New	+$196K	0.07%	133
2018 Q4	–	Sell	-2,086	Closed	-$255K	–	152
2018 Q3	$255K	Buy	+2,086	New	+$253K	0.08%	140
2018 Q2	–	Sell	-1,884	Closed	-$215K	–	163
2018 Q1	$215K	Buy	+1,884	New	+$225K	0.07%	135

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 $295B AUM 31.6% 1-Year Est. Return

IPG Investment Advisors's CVX Position: Q1 2026 in Review

IPG Investment Advisors opened a new position in Chevron (CVX) in Q1 2026: 1,023 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #215 among its holdings. This is a return to the name: IPG Investment Advisors previously reported a position in CVX as recently as Q1 2024.

IPG Investment Advisors first reported a position in CVX in Q1 2018 and has held it in 6 quarters since. The position peaked at $5.3M in Q1 2024. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

IPG Investment Advisors held 1,023 shares of Chevron worth $212K as of Q1 2026.
Chevron was a new IPG Investment Advisors position in Q1 2026.
Chevron made up 0.04% of IPG Investment Advisors's portfolio in Q1 2026, its #215 holding.
IPG Investment Advisors first reported a position in Chevron in Q1 2018 and has held it in 6 quarters since.
IPG Investment Advisors's Chevron position peaked at $5.3M in Q1 2024.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.