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Prepared Retirement Institute’s Chevron CVX Stock Holding History

Prepared Retirement Institute’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 		$342K Buy
+1,654
New +$302K 0.17% 60
2025
Q4 		– Sell
-1,299
Closed -$202K – 83
2025
Q3 		$202K Buy
+1,299
New +$201K 0.11% 83
2025
Q2 		– Sell
-1,623
Closed -$272K – 87
2025
Q1 		$272K Sell
1,623
-415
-20% -$65K 0.17% 72
2024
Q4 		$295K Buy
2,038
+8
+0.4% +$1.23K 0.17% 64
2024
Q3 		$299K Sell
2,030
-175
-8% -$26K 0.18% 60
2024
Q2 		$345K Hold
2,205
– – 0.23% 48
2024
Q1 		$348K Sell
2,205
-1,731
-44% -$261K 0.26% 43
2023
Q4 		$587K Buy
+3,936
New +$595K 0.44% 32

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 $336B AUM 34.66% 1-Year Est. Return

Prepared Retirement Institute's CVX Position: Q1 2026 in Review

Prepared Retirement Institute opened a new position in Chevron (CVX) in Q1 2026: 1,654 shares worth $342K. The stake represents 0.17% of the portfolio and ranks #60 among its holdings. This is a return to the name: Prepared Retirement Institute previously reported a position in CVX as recently as Q3 2025.

Prepared Retirement Institute first reported a position in CVX in Q4 2023 and has held it in 8 quarters since. The position peaked at $587K in Q4 2023. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Prepared Retirement Institute held 1,654 shares of Chevron worth $342K as of Q1 2026.
  • Chevron was a new Prepared Retirement Institute position in Q1 2026.
  • Chevron made up 0.17% of Prepared Retirement Institute's portfolio in Q1 2026, its #60 holding.
  • Prepared Retirement Institute first reported a position in Chevron in Q4 2023 and has held it in 8 quarters since.
  • Prepared Retirement Institute's Chevron position peaked at $587K in Q4 2023.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.