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Modus Advisors’s Chevron CVX Stock Holding History

Modus 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 		$5.4M Buy
26,089
+2,604
+11% +$475K 1.49% 23
2025
Q4 		$3.58M Buy
23,485
+2,409
+11% +$367K 0.94% 40
2025
Q3 		$3.27M Buy
21,076
+1,033
+5% +$160K 0.89% 41
2025
Q2 		$2.87M Buy
20,043
+611
+3% +$86.1K 0.85% 42
2025
Q1 		$3.25M Buy
19,432
+389
+2% +$60.9K 1.06% 36
2024
Q4 		$2.76M Buy
19,043
+637
+3% +$97.5K 0.86% 37
2024
Q3 		$2.71M Buy
18,406
+966
+6% +$144K 0.89% 38
2024
Q2 		$2.73M Buy
17,440
+769
+5% +$123K 0.96% 38
2024
Q1 		$2.63M Sell
16,671
-38
-0.2% -$5.73K 0.97% 40
2023
Q4 		$2.49M Buy
16,709
+591
+4% +$89.4K 1.01% 39
2023
Q3 		$2.72M Buy
16,118
+546
+4% +$88.2K 1.19% 33
2023
Q2 		$2.45M Buy
15,572
+166
+1% +$26.6K 1.05% 39
2023
Q1 		$2.51M Buy
15,406
+307
+2% +$51.5K 1.16% 33
2022
Q4 		$2.71M Buy
15,099
+3,139
+26% +$548K 1.31% 28
2022
Q3 		$1.72M Buy
11,960
+554
+5% +$84.5K 0.9% 38
2022
Q2 		$1.65M Buy
11,406
+1,569
+16% +$259K 0.84% 42
2022
Q1 		$1.6M Buy
9,837
+7,673
+355% +$1.1M 0.7% 48
2021
Q4 		$254K Hold
2,164
– – 0.11% 86
2021
Q3 		$220K Hold
2,164
– – 0.1% 93
2021
Q2 		$227K Sell
2,164
-70
-3% -$7.39K 0.1% 93
2021
Q1 		$234K Buy
+2,234
New +$218K 0.11% 89
2020
Q4 		– Sell
-4,564
Closed -$329K – 87
2020
Q3 		$329K Buy
4,564
+4,454
+4,049% +$375K 0.19% 67
2020
Q2 		$10K Buy
+110
New +$9.85K 0.01% 172
2020
Q1 		– Sell
-7,852
Closed -$946K – 71
2019
Q4 		$946K Buy
+7,852
New +$925K 0.75% 27

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

Modus Advisors's CVX Position: Q1 2026 in Review

Modus Advisors increased its Chevron (CVX) stake by 11% in Q1 2026, buying an estimated $475K and bringing the position to 26,089 shares worth $5.4M. The position accounts for 1.49% of the portfolio, ranked #23.

Modus Advisors first reported a position in CVX in Q4 2019 and has held it in 24 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Modus Advisors held 26,089 shares of Chevron worth $5.4M as of Q1 2026.
  • Modus Advisors bought 2,604 Chevron shares in Q1 2026, an estimated $475K.
  • Chevron made up 1.49% of Modus Advisors's portfolio in Q1 2026, its #23 holding.
  • Modus Advisors first reported a position in Chevron in Q4 2019 and has held it in 24 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.