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January Capital Advisors’s Chevron CVX Stock Holding History

January Capital 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 		$1.16M Buy
+5,618
New +$1.02M 1.57% 15
2022
Q2 		$4.36M Hold
30,142
– – 3.88% 6
2022
Q1 		$4.36M Sell
30,142
-3,546
-11% -$509K 3.87% 6
2021
Q4 		$3.95M Buy
+33,688
New +$3.83M 3.14% 9

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

January Capital Advisors's CVX Position: Q1 2026 in Review

January Capital Advisors opened a new position in Chevron (CVX) in Q1 2026: 5,618 shares worth $1.16M. The stake represents 1.57% of the portfolio and ranks #15 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in CVX as recently as Q2 2022.

January Capital Advisors first reported a position in CVX in Q4 2021 and has held it in 4 quarters since. The position peaked at $4.36M in Q2 2022. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • January Capital Advisors held 5,618 shares of Chevron worth $1.16M as of Q1 2026.
  • Chevron was a new January Capital Advisors position in Q1 2026.
  • Chevron made up 1.57% of January Capital Advisors's portfolio in Q1 2026, its #15 holding.
  • January Capital Advisors first reported a position in Chevron in Q4 2021 and has held it in 4 quarters since.
  • January Capital Advisors's Chevron position peaked at $4.36M in Q2 2022.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.