NewEdge Advisors’s Chevron CVX Stock Holding History

NewEdge 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	$251M	Sell	1,212,537 -122,319	-9%	-$22.3M	0.91%	15
2025 Q4	$203M	Buy	1,334,856 +826,199	+162%	+$126M	0.74%	20
2025 Q3	$79M	Buy	508,657 +14,053	+3%	+$2.18M	0.36%	55
2025 Q2	$70.8M	Sell	494,604 -17,700	-3%	-$2.5M	0.37%	53
2025 Q1	$85.7M	Sell	512,304 -18,397	-3%	-$2.88M	0.51%	30
2024 Q4	$76.9M	Buy	530,701 +30,905	+6%	+$4.73M	0.46%	39
2024 Q3	$73.6M	Sell	499,796 -9,134	-2%	-$1.36M	0.48%	35
2024 Q2	$79.6M	Buy	508,930 +37,148	+8%	+$5.92M	0.58%	27
2024 Q1	$74.4M	Buy	471,782 +18,678	+4%	+$2.82M	0.65%	20
2023 Q4	$65.8M	Buy	453,104 +24,768	+6%	+$3.75M	0.62%	21
2023 Q3	$72.2M	Buy	428,336 +14,980	+4%	+$2.42M	0.79%	13
2023 Q2	$65M	Buy	413,356 +36,573	+10%	+$5.86M	0.73%	13
2023 Q1	$61.2M	Buy	376,783 +2,728	+0.7%	+$457K	0.77%	12
2022 Q4	$41.6M	Buy	374,055 +31,025	+9%	+$5.41M	1.12%	11
2022 Q3	$49.3M	Buy	343,030 +36,917	+12%	+$5.63M	0.81%	13
2022 Q2	$44.3M	Buy	306,113 +45,362	+17%	+$7.5M	0.73%	12
2022 Q1	$42.5M	Buy	260,751 +22,253	+9%	+$3.19M	0.68%	24
2021 Q4	$28M	Buy	238,498 +119,259	+100%	+$13.5M	0.42%	50
2021 Q3	$12.1M	Buy	119,239 +30,718	+35%	+$3.06M	0.3%	83
2021 Q2	$9.27M	Buy	88,521 +7,595	+9%	+$802K	0.25%	90
2021 Q1	$8.48M	Sell	80,926 -18,447	-19%	-$1.8M	0.25%	91
2020 Q4	$8.39M	Buy	99,373 +7,399	+8%	+$599K	0.28%	86
2020 Q3	$6.62M	Buy	91,974 +9,528	+12%	+$801K	0.23%	101
2020 Q2	$7.36M	Buy	82,446 +18,328	+29%	+$1.64M	0.29%	84
2020 Q1	$4.65M	Sell	64,118 -7,597	-11%	-$751K	0.22%	107
2019 Q4	$8.64M	Buy	71,715 +8,089	+13%	+$953K	0.34%	77
2019 Q3	$7.49M	Buy	63,626 +21,575	+51%	+$2.62M	0.33%	81
2019 Q2	$5.23M	Buy	42,051 +4,898	+13%	+$592K	0.32%	79
2019 Q1	$4.58M	Buy	37,153 +4,485	+14%	+$531K	0.3%	88
2018 Q4	$3.55K	Sell	32,668 -627	-2%	-$72.6K	0.23%	102
2018 Q3	$4.07M	Sell	33,295 -1,985	-6%	-$241K	0.31%	86
2018 Q2	$4.38K	Buy	35,280 +2,119	+6%	+$263K	0.4%	70
2018 Q1	$3.72M	Sell	33,161 -1,492	-4%	-$178K	0.43%	64
2017 Q4	$4.45M	Buy	34,653 +2,311	+7%	+$274K	0.6%	47
2017 Q3	$3.81M	Sell	32,342 -2,616	-7%	-$286K	0.59%	50
2017 Q2	$3.6M	Buy	34,958 +4,465	+15%	+$473K	0.62%	48
2017 Q1	$3.3M	Buy	30,493 +5,995	+24%	+$672K	0.75%	46
2016 Q4	$2.84M	Buy	24,498 +5,127	+26%	+$558K	0.79%	44
2016 Q3	$1.99M	Sell	19,371 -1,883	-9%	-$192K	0.63%	50
2016 Q2	$2.23M	Buy	21,254 +16,664	+363%	+$1.68M	0.92%	35
2016 Q1	$439K	Buy	4,590 +80	+2%	+$7K	0.37%	41
2015 Q4	$408K	Buy	4,510 +273	+6%	+$24.6K	0.34%	52
2015 Q3	$335K	Sell	4,237 -70	-2%	-$5.89K	0.36%	48
2015 Q2	$415K	Sell	4,307 -255	-6%	-$26.8K	0.35%	57
2015 Q1	$479K	Buy	4,562 +116	+3%	+$12.4K	0.34%	58
2014 Q4	$499K	Buy	+4,446	New	+$505K	0.39%	54

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NewEdge Advisors's CVX Position: Q1 2026 in Review

NewEdge Advisors reduced its Chevron (CVX) stake by 9.2% in Q1 2026, selling an estimated $22.3M and leaving 1,212,537 shares worth $251M. The position accounts for 0.91% of the portfolio, ranked #15.

NewEdge Advisors first reported a position in CVX in Q4 2014 and has held it in 46 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

NewEdge Advisors held 1,212,537 shares of Chevron worth $251M as of Q1 2026.
NewEdge Advisors sold 122,319 Chevron shares in Q1 2026, an estimated $22.3M.
Chevron made up 0.91% of NewEdge Advisors's portfolio in Q1 2026, its #15 holding.
NewEdge Advisors first reported a position in Chevron in Q4 2014 and has held it in 46 quarters since.
4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.