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PKS Advisory Services’s Chevron CVX Stock Holding History

PKS Advisory Services’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 		$566K Buy
2,745
+628
+30% +$115K 0.13% 154
2025
Q4 		$323K Sell
2,117
-666
-24% -$101K 0.07% 187
2025
Q3 		$432K Buy
2,783
+65
+2% +$10.1K 0.09% 161
2025
Q2 		$390K Buy
2,718
+384
+16% +$54.1K 0.1% 171
2025
Q1 		$389K Buy
2,334
+78
+3% +$12.2K 0.11% 155
2024
Q4 		$327K Buy
+2,256
New +$345K 0.08% 179

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

PKS Advisory Services's CVX Position: Q1 2026 in Review

PKS Advisory Services increased its Chevron (CVX) stake by 30% in Q1 2026, buying an estimated $115K and bringing the position to 2,745 shares worth $566K. The position accounts for 0.13% of the portfolio, ranked #154.

PKS Advisory Services first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • PKS Advisory Services held 2,745 shares of Chevron worth $566K as of Q1 2026.
  • PKS Advisory Services bought 628 Chevron shares in Q1 2026, an estimated $115K.
  • Chevron made up 0.13% of PKS Advisory Services's portfolio in Q1 2026, its #154 holding.
  • PKS Advisory Services first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.