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PFS Partners’s Chevron CVX Stock Holding History

PFS Partners’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 		$813K Buy
3,929
+59
+2% +$10.8K 0.37% 32
2025
Q4 		$590K Buy
3,870
+24
+0.6% +$3.65K 0.27% 37
2025
Q3 		$597K Buy
3,846
+2,413
+168% +$374K 0.28% 35
2025
Q2 		$205K Buy
1,433
+58
+4% +$8.18K 0.1% 68
2025
Q1 		$230K Sell
1,375
-17
-1% -$2.66K 0.12% 61
2024
Q4 		$202K Sell
1,392
-28
-2% -$4.29K 0.11% 69
2024
Q3 		$209K Sell
1,420
-56
-4% -$8.34K 0.12% 60
2024
Q2 		$231K Sell
1,476
-15
-1% -$2.39K 0.14% 55
2024
Q1 		$235K Buy
1,491
+8
+0.5% +$1.21K 0.16% 51
2023
Q4 		$221K Buy
1,483
+108
+8% +$16.3K 0.15% 49
2023
Q3 		$232K Buy
1,375
+5
+0.4% +$808 0.2% 35
2023
Q2 		$216K Sell
1,370
-24
-2% -$3.85K 0.18% 40
2023
Q1 		$227K Buy
1,394
+305
+28% +$51.1K 0.22% 34
2022
Q4 		$196K Buy
1,089
+2
+0.2% +$349 0.21% 34
2022
Q3 		$156K Buy
1,087
+3
+0.3% +$458 0.17% 39
2022
Q2 		$157K Hold
1,084
– – 0.15% 39
2022
Q1 		$176K Sell
1,084
-53
-5% -$7.6K 0.15% 40
2021
Q4 		$133K Buy
+1,137
New +$129K 0.1% 53

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

PFS Partners's CVX Position: Q1 2026 in Review

PFS Partners increased its Chevron (CVX) stake by 1.5% in Q1 2026, buying an estimated $10.8K and bringing the position to 3,929 shares worth $813K. The position accounts for 0.37% of the portfolio, ranked #32.

PFS Partners first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • PFS Partners held 3,929 shares of Chevron worth $813K as of Q1 2026.
  • PFS Partners bought 59 Chevron shares in Q1 2026, an estimated $10.8K.
  • Chevron made up 0.37% of PFS Partners's portfolio in Q1 2026, its #32 holding.
  • PFS Partners first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.