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Recurrent Investment Advisors’s Chevron CVX Stock Holding History

Recurrent Investment 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 		$8.93M Buy
43,163
+400
+0.9% +$72.9K 0.54% 28
2025
Q4 		$6.52M Sell
42,763
-300
-0.7% -$45.7K 0.48% 26
2025
Q3 		$6.69M Buy
43,063
+21,839
+103% +$3.38M 0.51% 26
2025
Q2 		$3.04M Buy
21,224
+71
+0.3% +$10K 0.25% 29
2025
Q1 		$3.54M Hold
21,153
– – 0.3% 27
2024
Q4 		$3.06M Buy
+21,153
New +$3.24M 0.28% 25
2023
Q1 		– Sell
-33
Closed -$5.92K – 46
2022
Q4 		$5.92K Buy
+33
New +$5.76K ﹤0.01% 49
2022
Q3 		– Sell
-33
Closed -$5K – 44
2022
Q2 		$5K Buy
+33
New +$5.46K ﹤0.01% 44

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

Recurrent Investment Advisors's CVX Position: Q1 2026 in Review

Recurrent Investment Advisors increased its Chevron (CVX) stake by 0.94% in Q1 2026, buying an estimated $72.9K and bringing the position to 43,163 shares worth $8.93M. The position accounts for 0.54% of the portfolio, ranked #28.

Recurrent Investment Advisors first reported a position in CVX in Q2 2022 and has held it in 8 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Recurrent Investment Advisors held 43,163 shares of Chevron worth $8.93M as of Q1 2026.
  • Recurrent Investment Advisors bought 400 Chevron shares in Q1 2026, an estimated $72.9K.
  • Chevron made up 0.54% of Recurrent Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • Recurrent Investment Advisors first reported a position in Chevron in Q2 2022 and has held it in 8 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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