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Mount Yale Investment Advisors’s Chevron CVX Stock Holding History

Mount Yale 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 		$13.8M Buy
66,779
+29,472
+79% +$5.37M 0.32% 67
2025
Q4 		$5.69M Sell
37,307
-22,258
-37% -$3.39M 0.27% 78
2025
Q3 		$9.25M Buy
59,565
+42,888
+257% +$6.64M 0.64% 34
2025
Q2 		$2.39M Sell
16,677
-5,520
-25% -$778K 0.19% 111
2025
Q1 		$3.71M Buy
22,197
+734
+3% +$115K 0.32% 59
2024
Q4 		$3.11M Buy
21,463
+10,442
+95% +$1.6M 0.25% 81
2024
Q3 		$1.62M Sell
11,021
-9,436
-46% -$1.4M 0.16% 141
2024
Q2 		$3.2M Buy
20,457
+18
+0.1% +$2.87K 0.25% 80
2024
Q1 		$3.22M Buy
20,439
+9,655
+90% +$1.46M 0.25% 87
2023
Q4 		$1.61M Buy
10,784
+190
+2% +$28.7K 0.15% 141
2023
Q3 		$1.79M Buy
10,594
+190
+2% +$30.7K 0.19% 119
2023
Q2 		$1.64M Buy
10,404
+9,128
+715% +$1.46M 0.17% 129
2023
Q1 		$208K Buy
1,276
+151
+13% +$25.3K 0.02% 454
2022
Q4 		$202K Buy
+1,125
New +$196K 0.02% 435
2021
Q4 		– Sell
-2,108
Closed -$214K – 468
2021
Q3 		$214K Buy
+2,108
New +$210K 0.02% 432
2020
Q3 		– Sell
-2,776
Closed -$248K – 352
2020
Q2 		$248K Buy
+2,776
New +$249K 0.04% 281
2020
Q1 		– Sell
-3,035
Closed -$325K – 300
2019
Q4 		$325K Sell
3,035
-320
-10% -$37.7K 0.06% 269
2019
Q3 		$406K Sell
3,355
-732
-18% -$88.9K 0.07% 225
2019
Q2 		$487K Sell
4,087
-439
-10% -$53.1K 0.09% 191
2019
Q1 		$557K Sell
4,526
-439
-9% -$51.9K 0.1% 154
2018
Q4 		$581K Sell
4,965
-721
-13% -$83.5K 0.12% 156
2018
Q3 		$687K Buy
5,686
+398
+8% +$48.3K 0.12% 140
2018
Q2 		$669K Buy
5,288
+714
+16% +$88.6K 0.13% 145
2018
Q1 		$522K Buy
+4,574
New +$547K 0.11% 160

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

Mount Yale Investment Advisors's CVX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Chevron (CVX) stake by 79% in Q1 2026, buying an estimated $5.37M and bringing the position to 66,779 shares worth $13.8M. The position accounts for 0.32% of the portfolio, ranked #67.

Mount Yale Investment Advisors first reported a position in CVX in Q1 2018 and has held it in 24 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Mount Yale Investment Advisors held 66,779 shares of Chevron worth $13.8M as of Q1 2026.
  • Mount Yale Investment Advisors bought 29,472 Chevron shares in Q1 2026, an estimated $5.37M.
  • Chevron made up 0.32% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #67 holding.
  • Mount Yale Investment Advisors first reported a position in Chevron in Q1 2018 and has held it in 24 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.