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ROI Financial Advisors’s Chevron CVX Stock Holding History

ROI 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 		$735K Sell
3,554
-66
-2% -$12K 0.44% 42
2025
Q4 		$552K Sell
3,620
-95
-3% -$14.5K 0.32% 44
2025
Q3 		$577K Buy
3,715
+1,307
+54% +$202K 0.34% 43
2025
Q2 		$345K Buy
2,408
+149
+7% +$21K 0.22% 51
2025
Q1 		$378K Sell
2,259
-395
-15% -$61.8K 0.27% 48
2024
Q4 		$384K Sell
2,654
-486
-15% -$74.4K 0.26% 46
2024
Q3 		$462K Sell
3,140
-192
-6% -$28.6K 0.32% 43
2024
Q2 		$521K Sell
3,332
-61
-2% -$9.73K 0.38% 39
2024
Q1 		$535K Sell
3,393
-598
-15% -$90.2K 0.42% 40
2023
Q4 		$595K Buy
+3,991
New +$604K 0.49% 42

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

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

ROI Financial Advisors reduced its Chevron (CVX) stake by 1.8% in Q1 2026, selling an estimated $12K and leaving 3,554 shares worth $735K. The position accounts for 0.44% of the portfolio, ranked #42.

ROI Financial Advisors first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • ROI Financial Advisors held 3,554 shares of Chevron worth $735K as of Q1 2026.
  • ROI Financial Advisors sold 66 Chevron shares in Q1 2026, an estimated $12K.
  • Chevron made up 0.44% of ROI Financial Advisors's portfolio in Q1 2026, its #42 holding.
  • ROI Financial Advisors first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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