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Operose Advisors’s Chevron CVX Stock Holding History

Operose 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 		– Sell
-6,703
Closed -$1.02M – 608
2025
Q4 		$1.02M Hold
6,703
– – 0.24% 52
2025
Q3 		$1.04M Hold
6,703
– – 0.26% 49
2025
Q2 		$960K Buy
6,703
+90
+1% +$12.7K 0.27% 51
2025
Q1 		$1.11M Sell
6,613
-19
-0.3% -$2.97K 0.37% 42
2024
Q4 		$961K Buy
6,632
+1,932
+41% +$296K 0.33% 41
2024
Q3 		$692K Buy
4,700
+458
+11% +$68.2K 0.22% 66
2024
Q2 		$664K Sell
4,242
-224
-5% -$35.7K 0.24% 59
2024
Q1 		$704K Buy
4,466
+3,530
+377% +$533K 0.24% 63
2023
Q4 		$140K Sell
936
-1,295
-58% -$196K 0.06% 134
2023
Q3 		$376K Buy
2,231
+1,997
+853% +$323K 0.15% 65
2023
Q2 		$36.8K Hold
234
– – 0.02% 183
2023
Q1 		$38.2K Buy
234
+104
+80% +$17.4K 0.02% 174
2022
Q4 		$23.3K Sell
130
-442
-77% -$77.1K 0.01% 209
2022
Q3 		$82K Buy
572
+155
+37% +$23.6K 0.05% 118
2022
Q2 		$60K Hold
417
– – 0.04% 133
2022
Q1 		$68K Buy
417
+110
+36% +$15.8K 0.05% 128
2021
Q4 		$36K Buy
+307
New +$34.9K 0.03% 156

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 $336B AUM 34.66% 1-Year Est. Return

Operose Advisors's CVX Position: Q1 2026 in Review

Operose Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 6,703 shares — an estimated $1.02M sold.

Operose Advisors first reported a position in CVX in Q4 2021 and held it in 17 quarters. The position peaked at $1.11M in Q1 2025. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Operose Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Operose Advisors sold 6,703 Chevron shares in Q1 2026, an estimated $1.02M.
  • Operose Advisors first reported a position in Chevron in Q4 2021 and held it in 17 quarters.
  • Operose Advisors's Chevron position peaked at $1.11M in Q1 2025.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.