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Resonant Capital Advisors’s Chevron CVX Stock Holding History

Resonant Capital 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 		$8.79M Buy
42,469
+1,844
+5% +$336K 0.46% 44
2025
Q4 		$6.19M Buy
40,625
+1,266
+3% +$193K 0.34% 54
2025
Q3 		$6.11M Buy
39,359
+1,888
+5% +$292K 0.36% 53
2025
Q2 		$5.37M Buy
37,471
+1,639
+5% +$231K 0.34% 58
2025
Q1 		$5.99M Buy
35,832
+1,602
+5% +$251K 0.42% 51
2024
Q4 		$4.96M Buy
34,230
+1,027
+3% +$157K 0.36% 57
2024
Q3 		$4.89M Sell
33,203
-301
-0.9% -$44.8K 0.36% 54
2024
Q2 		$5.24M Buy
33,504
+1,029
+3% +$164K 0.43% 50
2024
Q1 		$5.12M Buy
32,475
+518
+2% +$78.2K 0.44% 51
2023
Q4 		$4.77M Sell
31,957
-1,677
-5% -$254K 0.46% 47
2023
Q3 		$5.67M Buy
33,634
+100
+0.3% +$16.2K 0.6% 40
2023
Q2 		$5.28M Buy
33,534
+1,555
+5% +$249K 0.57% 44
2023
Q1 		$5.22M Sell
31,979
-787
-2% -$132K 0.59% 44
2022
Q4 		$5.88M Buy
32,766
+1,991
+6% +$347K 0.73% 35
2022
Q3 		$4.42M Sell
30,775
-528
-2% -$80.5K 0.67% 41
2022
Q2 		$4.53M Sell
31,303
-381
-1% -$63K 0.71% 38
2022
Q1 		$5.2M Buy
31,684
+675
+2% +$96.8K 0.77% 28
2021
Q4 		$3.64M Buy
31,009
+3,135
+11% +$356K 0.55% 36
2021
Q3 		$2.83M Buy
27,874
+3,858
+16% +$385K 0.49% 45
2021
Q2 		$2.52M Buy
24,016
+550
+2% +$58.1K 0.49% 44
2021
Q1 		$2.46M Buy
23,466
+5,941
+34% +$580K 0.51% 40
2020
Q4 		$1.48M Sell
17,525
-720
-4% -$58.3K 0.35% 63
2020
Q3 		$1.31M Buy
18,245
+3,632
+25% +$305K 0.37% 60
2020
Q2 		$1.3M Sell
14,613
-5,350
-27% -$479K 0.38% 58
2020
Q1 		$1.45M Buy
19,963
+2,990
+18% +$295K 0.53% 60
2019
Q4 		$2.04M Buy
+16,973
New +$2M 0.65% 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

Resonant Capital Advisors's CVX Position: Q1 2026 in Review

Resonant Capital Advisors increased its Chevron (CVX) stake by 4.5% in Q1 2026, buying an estimated $336K and bringing the position to 42,469 shares worth $8.79M. The position accounts for 0.46% of the portfolio, ranked #44.

Resonant Capital Advisors first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Resonant Capital Advisors held 42,469 shares of Chevron worth $8.79M as of Q1 2026.
  • Resonant Capital Advisors bought 1,844 Chevron shares in Q1 2026, an estimated $336K.
  • Chevron made up 0.46% of Resonant Capital Advisors's portfolio in Q1 2026, its #44 holding.
  • Resonant Capital Advisors first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.