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New World Advisors’s Chevron CVX Stock Holding History

New World 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 		$452K Sell
2,187
-321
-13% -$58.5K 0.08% 39
2025
Q4 		$382K Buy
2,508
+88
+4% +$13.4K 0.07% 47
2025
Q3 		$376K Buy
2,420
+524
+28% +$81.2K 0.07% 48
2025
Q2 		$271K Buy
+1,896
New +$267K 0.06% 58
2021
Q3 		– Sell
-3,000
Closed -$314K – 79
2021
Q2 		$314K Buy
+3,000
New +$317K 0.21% 79

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

New World Advisors's CVX Position: Q1 2026 in Review

New World Advisors reduced its Chevron (CVX) stake by 13% in Q1 2026, selling an estimated $58.5K and leaving 2,187 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #39.

New World Advisors first reported a position in CVX in Q2 2021 and has held it in 5 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • New World Advisors held 2,187 shares of Chevron worth $452K as of Q1 2026.
  • New World Advisors sold 321 Chevron shares in Q1 2026, an estimated $58.5K.
  • Chevron made up 0.08% of New World Advisors's portfolio in Q1 2026, its #39 holding.
  • New World Advisors first reported a position in Chevron in Q2 2021 and has held it in 5 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.