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Magnolia Capital Advisors’s Chevron CVX Stock Holding History

Magnolia 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 		$1.96M Buy
9,496
+3,147
+50% +$574K 0.39% 72
2025
Q4 		$968K Buy
6,349
+364
+6% +$55.4K 0.2% 116
2025
Q3 		$929K Sell
5,985
-2,018
-25% -$313K 0.24% 111
2025
Q2 		$1.15M Sell
8,003
-277
-3% -$39K 0.29% 90
2025
Q1 		$1.39M Sell
8,280
-57
-0.7% -$8.92K 0.38% 73
2024
Q4 		$1.21M Buy
8,337
+6,784
+437% +$1.04M 0.31% 85
2024
Q3 		$229K Buy
1,553
+135
+10% +$20.1K 0.11% 131
2024
Q2 		$222K Buy
+1,418
New +$226K 0.12% 114
2023
Q2 		– Sell
-7,716
Closed -$1.26M – 129
2023
Q1 		$1.26M Buy
7,716
+72
+0.9% +$12.1K 0.65% 43
2022
Q4 		$1.37M Buy
7,644
+122
+2% +$21.3K 0.91% 30
2022
Q3 		$1.08M Buy
7,522
+630
+9% +$96.1K 0.91% 33
2022
Q2 		$997K Sell
6,892
-632
-8% -$104K 0.91% 40
2022
Q1 		$1.23M Sell
7,524
-75
-1% -$10.8K 0.48% 63
2021
Q4 		$892K Sell
7,599
-466
-6% -$52.9K 0.26% 78
2021
Q3 		$819K Sell
8,065
-10,491
-57% -$1.05M 0.29% 77
2021
Q2 		$1.94M Buy
+18,556
New +$1.96M 0.86% 27
2021
Q1 		– Sell
-10,918
Closed -$922K – 88
2020
Q4 		$922K Buy
10,918
+281
+3% +$22.8K 0.6% 36
2020
Q3 		$766K Buy
10,637
+409
+4% +$34.4K 0.6% 33
2020
Q2 		$913K Sell
10,228
-147
-1% -$13.2K 1.17% 21
2020
Q1 		$752K Buy
10,375
+111
+1% +$11K 1.46% 18
2019
Q4 		$1.24M Buy
+10,264
New +$1.21M 1.18% 19

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

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

Magnolia Capital Advisors increased its Chevron (CVX) stake by 50% in Q1 2026, buying an estimated $574K and bringing the position to 9,496 shares worth $1.96M. The position accounts for 0.39% of the portfolio, ranked #72.

Magnolia Capital Advisors first reported a position in CVX in Q4 2019 and has held it in 21 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Magnolia Capital Advisors held 9,496 shares of Chevron worth $1.96M as of Q1 2026.
  • Magnolia Capital Advisors bought 3,147 Chevron shares in Q1 2026, an estimated $574K.
  • Chevron made up 0.39% of Magnolia Capital Advisors's portfolio in Q1 2026, its #72 holding.
  • Magnolia Capital Advisors first reported a position in Chevron in Q4 2019 and has held it in 21 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.