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Quattro Advisors’s Chevron CVX Stock Holding History

Quattro 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 		– Sell
-180
Closed -$27.4K – 164
2025
Q4 		$27.4K Buy
+180
New +$27.4K 0.02% 155

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Quattro Advisors's CVX Position: Q1 2026 in Review

Quattro Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 180 shares — an estimated $27.4K sold.

Quattro Advisors first reported a position in CVX in Q4 2025 and held it in 1 quarter. The position peaked at $27.4K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Quattro Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Quattro Advisors sold 180 Chevron shares in Q1 2026, an estimated $27.4K.
  • Quattro Advisors first reported a position in Chevron in Q4 2025 and held it in 1 quarter.
  • Quattro Advisors's Chevron position peaked at $27.4K in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Quattro Advisors's 13F filing for Q1 2026, filed 15 May 2026.