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New Age Alpha Advisors’s Chevron CVX Stock Holding History

New Age Alpha 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 		$18.6M Buy
89,913
+52,180
+138% +$9.51M 0.87% 10
2025
Q4 		$5.75M Sell
37,733
-627
-2% -$95.5K 0.25% 102
2025
Q3 		$5.96M Buy
38,360
+437
+1% +$67.7K 0.25% 98
2025
Q2 		$5.43M Buy
37,923
+7,340
+24% +$1.03M 0.24% 109
2025
Q1 		$5.12M Sell
30,583
-8,009
-21% -$1.25M 0.23% 121
2024
Q4 		$5.59M Buy
+38,592
New +$5.91M 0.23% 123

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

New Age Alpha Advisors's CVX Position: Q1 2026 in Review

New Age Alpha Advisors increased its Chevron (CVX) stake by 138% in Q1 2026, buying an estimated $9.51M and bringing the position to 89,913 shares worth $18.6M. The position accounts for 0.87% of the portfolio, ranked #10.

New Age Alpha Advisors first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • New Age Alpha Advisors held 89,913 shares of Chevron worth $18.6M as of Q1 2026.
  • New Age Alpha Advisors bought 52,180 Chevron shares in Q1 2026, an estimated $9.51M.
  • Chevron made up 0.87% of New Age Alpha Advisors's portfolio in Q1 2026, its #10 holding.
  • New Age Alpha Advisors first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.