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Prudent Man Advisors’s Chevron CVX Stock Holding History

Prudent Man 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 		$1.23M Buy
5,925
+2,009
+51% +$366K 0.37% 64
2025
Q4 		$597K Sell
3,916
-71
-2% -$10.8K 0.22% 86
2025
Q3 		$619K Sell
3,987
-3,150
-44% -$488K 0.23% 86
2025
Q2 		$1.02M Sell
7,137
-123
-2% -$17.3K 0.32% 75
2025
Q1 		$1.21M Buy
7,260
+168
+2% +$26.3K 0.44% 48
2024
Q4 		$1.03M Sell
7,092
-1,099
-13% -$168K 0.37% 59
2024
Q3 		$1.21M Sell
8,191
-176
-2% -$26.2K 0.4% 59
2024
Q2 		$1.31M Buy
8,367
+312
+4% +$49.8K 0.46% 42
2024
Q1 		$1.27M Sell
8,055
-512
-6% -$77.3K 0.48% 41
2023
Q4 		$1.28M Sell
8,567
-516
-6% -$78K 0.48% 41
2023
Q3 		$1.53M Sell
9,083
-680
-7% -$110K 0.61% 29
2023
Q2 		$1.54M Sell
9,763
-160
-2% -$25.7K 0.58% 32
2023
Q1 		$1.62M Sell
9,923
-198
-2% -$33.2K 0.63% 23
2022
Q4 		$1.82M Sell
10,121
-73
-0.7% -$12.7K 0.73% 21
2022
Q3 		$1.47M Buy
10,194
+1,206
+13% +$184K 0.69% 21
2022
Q2 		$1.3M Sell
8,988
-115
-1% -$19K 0.61% 27
2022
Q1 		$1.48M Sell
9,103
-157
-2% -$22.5K 0.6% 28
2021
Q4 		$1.09M Sell
9,260
-1,643
-15% -$187K 0.41% 48
2021
Q3 		$1.11M Sell
10,903
-47
-0.4% -$4.69K 0.42% 50
2021
Q2 		$1.15M Sell
10,950
-4
-0% -$422 0.44% 48
2021
Q1 		$1.15M Buy
10,954
+230
+2% +$22.5K 0.48% 45
2020
Q4 		$906K Buy
10,724
+167
+2% +$13.5K 0.38% 52
2020
Q3 		$760K Buy
10,557
+93
+0.9% +$7.82K 0.4% 53
2020
Q2 		$934K Buy
+10,464
New +$937K 0.83% 30

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

Prudent Man Advisors's CVX Position: Q1 2026 in Review

Prudent Man Advisors increased its Chevron (CVX) stake by 51% in Q1 2026, buying an estimated $366K and bringing the position to 5,925 shares worth $1.23M. The position accounts for 0.37% of the portfolio, ranked #64.

Prudent Man Advisors first reported a position in CVX in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.82M in Q4 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Prudent Man Advisors held 5,925 shares of Chevron worth $1.23M as of Q1 2026.
  • Prudent Man Advisors bought 2,009 Chevron shares in Q1 2026, an estimated $366K.
  • Chevron made up 0.37% of Prudent Man Advisors's portfolio in Q1 2026, its #64 holding.
  • Prudent Man Advisors first reported a position in Chevron in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's Chevron position peaked at $1.82M in Q4 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.