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Personal CFO Solutions’s Chevron CVX Stock Holding History

Personal CFO Solutions’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 		$5.02M Sell
24,262
-927
-4% -$169K 0.71% 26
2025
Q4 		$3.84M Buy
25,189
+458
+2% +$69.8K 0.61% 28
2025
Q3 		$3.84M Buy
24,731
+6,487
+36% +$1M 0.67% 25
2025
Q2 		$2.61M Buy
18,244
+230
+1% +$32.4K 0.48% 35
2025
Q1 		$3.01M Buy
18,014
+507
+3% +$79.4K 0.61% 25
2024
Q4 		$2.54M Buy
17,507
+521
+3% +$79.7K 0.5% 34
2024
Q3 		$2.5M Sell
16,986
-450
-3% -$67K 0.35% 58
2024
Q2 		$2.73M Sell
17,436
-85
-0.5% -$13.6K 0.42% 45
2024
Q1 		$2.76M Buy
17,521
+736
+4% +$111K 0.43% 44
2023
Q4 		$2.5M Buy
16,785
+1,758
+12% +$266K 0.43% 43
2023
Q3 		$2.53M Buy
15,027
+596
+4% +$96.3K 0.5% 39
2023
Q2 		$2.27M Buy
14,431
+339
+2% +$54.3K 0.46% 43
2023
Q1 		$2.3M Buy
14,092
+364
+3% +$61K 0.47% 43
2022
Q4 		$2.46M Buy
13,728
+358
+3% +$62.5K 0.52% 38
2022
Q3 		$1.92M Sell
13,370
-72
-0.5% -$11K 0.48% 45
2022
Q2 		$1.95M Buy
13,442
+117
+0.9% +$19.3K 0.46% 46
2022
Q1 		$2.17M Sell
13,325
-918
-6% -$132K 0.43% 46
2021
Q4 		$1.67M Buy
14,243
+132
+0.9% +$15K 0.31% 58
2021
Q3 		$1.43M Sell
14,111
-123
-0.9% -$12.3K 0.29% 65
2021
Q2 		$1.49M Buy
14,234
+6,296
+79% +$665K 0.31% 61
2021
Q1 		$832K Buy
7,938
+276
+4% +$26.9K 0.18% 106
2020
Q4 		$647K Sell
7,662
-6,114
-44% -$495K 0.16% 118
2020
Q3 		$1K Buy
13,776
+5,623
+69% +$473K 0.33% 68
2020
Q2 		$727K Sell
8,153
-256
-3% -$22.9K 0.22% 96
2020
Q1 		$609K Sell
8,409
-1,071
-11% -$106K 0.22% 101
2019
Q4 		$1.15M Buy
9,480
+144
+2% +$17K 0.33% 63
2019
Q3 		$1.2M Buy
+9,336
New +$1.13M 0.48% 47

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

Personal CFO Solutions's CVX Position: Q1 2026 in Review

Personal CFO Solutions reduced its Chevron (CVX) stake by 3.7% in Q1 2026, selling an estimated $169K and leaving 24,262 shares worth $5.02M. The position accounts for 0.71% of the portfolio, ranked #26.

Personal CFO Solutions first reported a position in CVX in Q3 2019 and has held it in 27 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Personal CFO Solutions held 24,262 shares of Chevron worth $5.02M as of Q1 2026.
  • Personal CFO Solutions sold 927 Chevron shares in Q1 2026, an estimated $169K.
  • Chevron made up 0.71% of Personal CFO Solutions's portfolio in Q1 2026, its #26 holding.
  • Personal CFO Solutions first reported a position in Chevron in Q3 2019 and has held it in 27 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.