Powell Investment Advisors’s Chevron CVX Stock Holding History

Powell 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	$772K	Buy	+3,731	New	+$680K	0.27%	57
2025 Q4	–	Sell	-9,423	Closed	-$1.46M	–	170
2025 Q3	$1.46M	Buy	9,423 +26	+0.3%	+$4.03K	0.51%	29
2025 Q2	$1.35M	Buy	+9,397	New	+$1.32M	0.5%	30
2023 Q4	–	Sell	-2,054	Closed	-$346K	–	148
2023 Q3	$346K	Hold	2,054	–	–	0.21%	74
2023 Q2	$323K	Sell	2,054 -46	-2%	-$7.38K	0.19%	79
2023 Q1	$343K	Buy	2,100 +12	+0.6%	+$2.01K	0.19%	81
2022 Q4	$375K	Hold	2,088	–	–	0.22%	75
2022 Q3	$300K	Buy	+2,088	New	+$318K	0.2%	83

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Powell Investment Advisors opened a new position in Chevron (CVX) in Q1 2026: 3,731 shares worth $772K. The stake represents 0.27% of the portfolio and ranks #57 among its holdings. This is a return to the name: Powell Investment Advisors previously reported a position in CVX as recently as Q3 2025.

Powell Investment Advisors first reported a position in CVX in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Powell Investment Advisors held 3,731 shares of Chevron worth $772K as of Q1 2026.
Chevron was a new Powell Investment Advisors position in Q1 2026.
Chevron made up 0.27% of Powell Investment Advisors's portfolio in Q1 2026, its #57 holding.
Powell Investment Advisors first reported a position in Chevron in Q3 2022 and has held it in 8 quarters since.
Powell Investment Advisors's Chevron position peaked at $1.46M in Q3 2025.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.