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Novak & Powell Financial Services’s Chevron CVX Stock Holding History

Novak & Powell Financial Services’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 		$500K Buy
2,416
+27
+1% +$4.92K 0.27% 80
2025
Q4 		$364K Buy
2,389
+4
+0.2% +$609 0.19% 103
2025
Q3 		$370K Sell
2,385
-190
-7% -$29.4K 0.19% 98
2025
Q2 		$369K Buy
2,575
+5
+0.2% +$705 0.26% 85
2025
Q1 		$430K Buy
2,570
+21
+0.8% +$3.29K 0.27% 84
2024
Q4 		$369K Buy
2,549
+7
+0.3% +$1.07K 0.22% 95
2024
Q3 		$374K Sell
2,542
-108
-4% -$16.1K 0.22% 94
2024
Q2 		$415K Buy
2,650
+3
+0.1% +$478 0.26% 86
2024
Q1 		$418K Buy
2,647
+52
+2% +$7.85K 0.31% 76
2023
Q4 		$387K Buy
+2,595
New +$392K 0.26% 86

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

Novak & Powell Financial Services's CVX Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Chevron (CVX) stake by 1.1% in Q1 2026, buying an estimated $4.92K and bringing the position to 2,416 shares worth $500K. The position accounts for 0.27% of the portfolio, ranked #80.

Novak & Powell Financial Services first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Novak & Powell Financial Services held 2,416 shares of Chevron worth $500K as of Q1 2026.
  • Novak & Powell Financial Services bought 27 Chevron shares in Q1 2026, an estimated $4.92K.
  • Chevron made up 0.27% of Novak & Powell Financial Services's portfolio in Q1 2026, its #80 holding.
  • Novak & Powell Financial Services first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.