Old Port Advisors’s Chevron CVX Stock Holding History

Old Port 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	$4.36M	Buy	21,076 +1,124	+6%	+$205K	1%	26
2025 Q4	$3.04M	Buy	19,952 +753	+4%	+$115K	0.75%	38
2025 Q3	$2.98M	Buy	19,199 +477	+3%	+$73.9K	0.75%	35
2025 Q2	$2.68M	Buy	18,722 +1,270	+7%	+$179K	0.73%	36
2025 Q1	$2.92M	Buy	17,452 +212	+1%	+$33.2K	0.86%	33
2024 Q4	$2.5M	Buy	17,240 +162	+0.9%	+$24.8K	0.72%	43
2024 Q3	$2.52M	Sell	17,078 -559	-3%	-$83.2K	0.7%	46
2024 Q2	$2.76M	Sell	17,637 -243	-1%	-$38.7K	0.82%	34
2024 Q1	$2.82M	Buy	17,880 +870	+5%	+$131K	0.86%	35
2023 Q4	$2.54M	Sell	17,010 -1,091	-6%	-$165K	0.84%	38
2023 Q3	$3.05M	Buy	+18,101	New	+$2.92M	1.11%	23
2023 Q1	$3.06M	Sell	18,097 -63	-0.3%	-$10.6K	1.1%	26
2022 Q4	$3.26M	Buy	18,160 +12	+0.1%	+$2.09K	1.23%	15
2022 Q3	$2.88M	Buy	18,148 +185	+1%	+$28.2K	1.14%	21
2022 Q2	$2.56M	Buy	17,963 +2,593	+17%	+$429K	0.99%	29
2022 Q1	$2.52M	Buy	15,370 +56	+0.4%	+$8.03K	0.86%	37
2021 Q4	$1.89M	Buy	15,314 +278	+2%	+$31.6K	0.64%	50
2021 Q3	$1.58M	Buy	15,036 +1,487	+11%	+$148K	0.57%	55
2021 Q2	$1.38M	Buy	13,549 +5,217	+63%	+$551K	0.5%	63
2021 Q1	$873K	Buy	8,332 +1,824	+28%	+$178K	0.34%	82
2020 Q4	$551K	Sell	6,508 -16	-0.2%	-$1.29K	0.24%	105
2020 Q3	$470K	Buy	6,524 +358	+6%	+$30.1K	0.23%	102
2020 Q2	$550K	Buy	6,166 +365	+6%	+$32.7K	0.29%	90
2020 Q1	$420K	Buy	5,801 +662	+13%	+$65.4K	0.26%	92
2019 Q4	$620K	Buy	5,139 +354	+7%	+$41.7K	0.3%	86
2019 Q3	$545K	Buy	4,785 +94	+2%	+$11.4K	0.29%	89
2019 Q2	$579K	Buy	4,691 +169	+4%	+$20.4K	0.3%	87
2019 Q1	$557K	Buy	4,522 +40	+0.9%	+$4.73K	0.29%	96
2018 Q4	$503K	Buy	+4,482	New	+$519K	0.28%	98
2018 Q2	$446K	Buy	+3,529	New	+$438K	0.24%	106

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 $295B AUM 31.6% 1-Year Est. Return

Old Port Advisors's CVX Position: Q1 2026 in Review

Old Port Advisors increased its Chevron (CVX) stake by 5.6% in Q1 2026, buying an estimated $205K and bringing the position to 21,076 shares worth $4.36M. The position accounts for 1% of the portfolio, ranked #26.

Old Port Advisors first reported a position in CVX in Q2 2018 and has held it in 30 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Old Port Advisors held 21,076 shares of Chevron worth $4.36M as of Q1 2026.
Old Port Advisors bought 1,124 Chevron shares in Q1 2026, an estimated $205K.
Chevron made up 1% of Old Port Advisors's portfolio in Q1 2026, its #26 holding.
Old Port Advisors first reported a position in Chevron in Q2 2018 and has held it in 30 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.