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Private Advisor Group’s Chevron CVX Stock Holding History

Private Advisor 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 		$98 Buy
+200
New +$36.5K ﹤0.01% 2702

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

Private Advisor Group's CVX Position: Q1 2026 in Review

Private Advisor Group reduced its Chevron (CVX) stake by 2% in Q1 2026, selling an estimated $1.02M and leaving 273,515 shares worth $56.6M. The position accounts for 0.27% of the portfolio, ranked #78.

Private Advisor Group first reported a position in CVX in Q4 2013 and has held it in 50 quarters since. The position peaked at $57.2M in Q4 2024. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Private Advisor Group held 273,515 shares of Chevron worth $56.6M as of Q1 2026.
  • Private Advisor Group sold 5,612 Chevron shares in Q1 2026, an estimated $1.02M.
  • Chevron made up 0.27% of Private Advisor Group's portfolio in Q1 2026, its #78 holding.
  • Private Advisor Group first reported a position in Chevron in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's Chevron position peaked at $57.2M in Q4 2024.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.