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Resurgent Financial Advisors’s Chevron CVX Stock Holding History

Resurgent Financial 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 		$2.66M Buy
12,852
+1,137
+10% +$207K 0.96% 24
2025
Q4 		$1.79M Buy
11,715
+1,824
+18% +$278K 0.9% 22
2025
Q3 		$1.54M Sell
9,891
-128
-1% -$19.8K 0.75% 33
2025
Q2 		$1.43M Buy
10,019
+128
+1% +$18K 0.79% 32
2025
Q1 		$1.65M Sell
9,891
-278
-3% -$43.5K 0.99% 22
2024
Q4 		$1.47M Sell
10,169
-257
-2% -$39.3K 0.87% 28
2024
Q3 		$1.54M Sell
10,426
-5,028
-33% -$748K 0.9% 27
2024
Q2 		$2.42M Sell
15,454
-1,109
-7% -$177K 1.5% 13
2024
Q1 		$2.61M Sell
16,563
-544
-3% -$82.1K 1.39% 14
2023
Q4 		$2.55M Buy
17,107
+11
+0.1% +$1.66K 1.57% 9
2023
Q3 		$2.88M Buy
17,096
+649
+4% +$105K 1.96% 7
2023
Q2 		$2.59M Buy
16,447
+179
+1% +$28.7K 1.71% 8
2023
Q1 		$2.65M Sell
16,268
-247
-1% -$41.4K 1.77% 10
2022
Q4 		$2.96M Buy
16,515
+484
+3% +$84.5K 1.56% 9
2022
Q3 		$2.3M Buy
16,031
+667
+4% +$102K 1.54% 12
2022
Q2 		$2.22M Buy
15,364
+518
+3% +$85.6K 1.43% 14
2022
Q1 		$2.42M Buy
14,846
+987
+7% +$142K 1.5% 14
2021
Q4 		$1.63M Buy
+13,859
New +$1.57M 1.3% 14

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

Resurgent Financial Advisors's CVX Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Chevron (CVX) stake by 9.7% in Q1 2026, buying an estimated $207K and bringing the position to 12,852 shares worth $2.66M. The position accounts for 0.96% of the portfolio, ranked #24.

Resurgent Financial Advisors first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.96M in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Resurgent Financial Advisors held 12,852 shares of Chevron worth $2.66M as of Q1 2026.
  • Resurgent Financial Advisors bought 1,137 Chevron shares in Q1 2026, an estimated $207K.
  • Chevron made up 0.96% of Resurgent Financial Advisors's portfolio in Q1 2026, its #24 holding.
  • Resurgent Financial Advisors first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Chevron position peaked at $2.96M in Q4 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.