Powers Advisory Group’s Chevron CVX Stock Holding History

Powers Advisory Group’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	$1.22M	Buy	5,884 +4	+0.1%	+$729	0.43%	42
2025 Q4	$896K	Buy	5,880 +405	+7%	+$61.7K	0.34%	47
2025 Q3	$850K	Buy	5,475 +38	+0.7%	+$5.88K	0.34%	47
2025 Q2	$779K	Buy	5,437 +186	+4%	+$26.2K	0.34%	49
2025 Q1	$878K	Sell	5,251 -8	-0.2%	-$1.25K	0.42%	42
2024 Q4	$762K	Buy	5,259 +33	+0.6%	+$5.05K	0.38%	43
2024 Q3	$770K	Buy	5,226 +8	+0.2%	+$1.19K	0.38%	43
2024 Q2	$816K	Buy	5,218 +132	+3%	+$21K	0.45%	39
2024 Q1	$802K	Sell	5,086 -6	-0.1%	-$905	0.46%	41
2023 Q4	$759K	Sell	5,092 -60	-1%	-$9.07K	0.47%	40
2023 Q3	$869K	Buy	5,152 +50	+1%	+$8.08K	0.59%	35
2023 Q2	$803K	Buy	5,102 +125	+3%	+$20K	0.53%	38
2023 Q1	$812K	Buy	4,977 +28	+0.6%	+$4.69K	0.57%	37
2022 Q4	$888K	Buy	4,949 +25	+0.5%	+$4.36K	0.65%	36
2022 Q3	$707K	Buy	4,924 +13	+0.3%	+$1.98K	0.56%	39
2022 Q2	$711K	Sell	4,911 -106	-2%	-$17.5K	0.55%	41
2022 Q1	$817K	Buy	5,017 +25	+0.5%	+$3.58K	0.57%	42
2021 Q4	$586K	Buy	+4,992	New	+$567K	0.41%	54

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

Powers Advisory Group's CVX Position: Q1 2026 in Review

Powers Advisory Group increased its Chevron (CVX) stake by 0.07% in Q1 2026, buying an estimated $729 and bringing the position to 5,884 shares worth $1.22M. The position accounts for 0.43% of the portfolio, ranked #42.

Powers Advisory Group 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.

Powers Advisory Group held 5,884 shares of Chevron worth $1.22M as of Q1 2026.
Powers Advisory Group bought 4 Chevron shares in Q1 2026, an estimated $729.
Chevron made up 0.43% of Powers Advisory Group's portfolio in Q1 2026, its #42 holding.
Powers Advisory Group 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 Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.