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Nvest Financial’s Chevron CVX Stock Holding History

Nvest Financial’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 		$480K Buy
2,319
+104
+5% +$19K 0.18% 91
2025
Q4 		$338K Sell
2,215
-61
-3% -$9.29K 0.14% 105
2025
Q3 		$354K Buy
+2,276
New +$352K 0.2% 94
2025
Q1 		– Sell
-16,316
Closed -$2.36M – 100
2024
Q4 		$2.36M Sell
16,316
-817
-5% -$125K 1.2% 25
2024
Q3 		$2.52M Sell
17,133
-234
-1% -$34.8K 1.44% 20
2024
Q2 		$2.72M Buy
17,367
+1,029
+6% +$164K 1.67% 16
2024
Q1 		$2.58M Buy
16,338
+612
+4% +$92.4K 1.72% 17
2023
Q4 		$2.35M Buy
15,726
+1,843
+13% +$279K 1.84% 18
2023
Q3 		$2.34M Buy
13,883
+535
+4% +$86.4K 2.19% 15
2023
Q2 		$2.1M Sell
13,348
-2,455
-16% -$394K 1.84% 17
2023
Q1 		$2.58M Buy
15,803
+454
+3% +$76.1K 2.68% 15
2022
Q4 		$2.75M Buy
15,349
+569
+4% +$99.3K 3.45% 11
2022
Q3 		$2.12M Buy
14,780
+46
+0.3% +$7.01K 3% 12
2022
Q2 		$2.13M Sell
14,734
-279
-2% -$46.1K 2.24% 15
2022
Q1 		$2.44M Buy
+15,013
New +$2.15M 2.01% 14

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

Nvest Financial's CVX Position: Q1 2026 in Review

Nvest Financial increased its Chevron (CVX) stake by 4.7% in Q1 2026, buying an estimated $19K and bringing the position to 2,319 shares worth $480K. The position accounts for 0.18% of the portfolio, ranked #91.

Nvest Financial first reported a position in CVX in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.75M in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Nvest Financial held 2,319 shares of Chevron worth $480K as of Q1 2026.
  • Nvest Financial bought 104 Chevron shares in Q1 2026, an estimated $19K.
  • Chevron made up 0.18% of Nvest Financial's portfolio in Q1 2026, its #91 holding.
  • Nvest Financial first reported a position in Chevron in Q1 2022 and has held it in 15 quarters since.
  • Nvest Financial's Chevron position peaked at $2.75M in Q4 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.