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Navalign LLC’s Chevron CVX Stock Holding History

Navalign LLC’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 		– Sell
-794
Closed -$121K – 204
2025
Q4 		$121K Buy
+794
New +$121K 0.03% 148

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Navalign LLC's CVX Position: Q1 2026 in Review

Navalign LLC sold out of Chevron (CVX) in Q1 2026, closing a stake of 794 shares — an estimated $121K sold.

Navalign LLC first reported a position in CVX in Q4 2025 and held it in 1 quarter. The position peaked at $121K in Q4 2025. 4,280 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Navalign LLC reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 794 Chevron shares in Q1 2026, an estimated $121K.
  • Navalign LLC first reported a position in Chevron in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's Chevron position peaked at $121K in Q4 2025.
  • 4,280 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.