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Perennial Investment Advisors’s Chevron CVX Stock Holding History

Perennial Investment 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 		$3.39M Buy
16,397
+1,947
+13% +$355K 0.27% 77
2025
Q4 		$2.2M Sell
14,450
-5,508
-28% -$839K 0.17% 105
2025
Q3 		$3.1M Buy
19,958
+6,670
+50% +$1.03M 0.26% 79
2025
Q2 		$1.9M Buy
13,288
+318
+2% +$44.8K 0.18% 108
2025
Q1 		$2.17M Sell
12,970
-963
-7% -$151K 0.24% 78
2024
Q4 		$2.02M Sell
13,933
-588
-4% -$90K 0.24% 79
2024
Q3 		$2.14M Buy
14,521
+103
+0.7% +$15.3K 0.28% 68
2024
Q2 		$2.26M Sell
14,418
-139
-1% -$22.2K 0.32% 63
2024
Q1 		$2.3M Buy
14,557
+910
+7% +$137K 0.35% 58
2023
Q4 		$2.04M Buy
13,647
+110
+0.8% +$16.6K 0.34% 63
2023
Q3 		$2.28M Sell
13,537
-271
-2% -$43.8K 0.41% 58
2023
Q2 		$2.17M Sell
13,808
-256
-2% -$41K 0.38% 57
2023
Q1 		$2.29M Buy
14,064
+9,616
+216% +$1.61M 0.43% 58
2022
Q4 		$798K Buy
4,448
+20
+0.5% +$3.49K 0.32% 61
2022
Q3 		$636K Buy
4,428
+416
+10% +$63.4K 0.29% 68
2022
Q2 		$582K Sell
4,012
-773
-16% -$128K 0.23% 84
2022
Q1 		$777K Buy
4,785
+327
+7% +$46.9K 0.25% 82
2021
Q4 		$523K Buy
4,458
+464
+12% +$52.7K 0.16% 110
2021
Q3 		$407K Buy
3,994
+323
+9% +$32.2K 0.14% 130
2021
Q2 		$385K Buy
3,671
+1,098
+43% +$116K 0.14% 128
2021
Q1 		$270K Buy
+2,573
New +$251K 0.11% 151

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

Perennial Investment Advisors's CVX Position: Q1 2026 in Review

Perennial Investment Advisors increased its Chevron (CVX) stake by 13% in Q1 2026, buying an estimated $355K and bringing the position to 16,397 shares worth $3.39M. The position accounts for 0.27% of the portfolio, ranked #77.

Perennial Investment Advisors first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Perennial Investment Advisors held 16,397 shares of Chevron worth $3.39M as of Q1 2026.
  • Perennial Investment Advisors bought 1,947 Chevron shares in Q1 2026, an estimated $355K.
  • Chevron made up 0.27% of Perennial Investment Advisors's portfolio in Q1 2026, its #77 holding.
  • Perennial Investment Advisors first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.