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Safeguard Investment Advisory Group’s Chevron CVX Stock Holding History

Safeguard Investment Advisory Group’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 		$996K Sell
4,812
-161
-3% -$29.4K 0.28% 40
2025
Q4 		$758K Buy
4,973
+441
+10% +$67.2K 0.19% 51
2025
Q3 		$704K Sell
4,532
-1,344
-23% -$208K 0.17% 58
2025
Q2 		$841K Sell
5,876
-8
-0.1% -$1.13K 0.21% 54
2025
Q1 		$986K Buy
5,884
+399
+7% +$62.5K 0.27% 41
2024
Q4 		$794K Buy
5,485
+193
+4% +$29.5K 0.22% 46
2024
Q3 		$780K Buy
5,292
+548
+12% +$81.6K 0.22% 42
2024
Q2 		$742K Buy
4,744
+58
+1% +$9.25K 0.23% 42
2024
Q1 		$739K Sell
4,686
-19
-0.4% -$2.87K 0.25% 44
2023
Q4 		$702K Buy
4,705
+50
+1% +$7.56K 0.26% 42
2023
Q3 		$785K Sell
4,655
-3,112
-40% -$503K 0.34% 37
2023
Q2 		$1.22M Buy
7,767
+1,119
+17% +$179K 0.52% 30
2023
Q1 		$1.08M Buy
6,648
+134
+2% +$22.5K 0.52% 30
2022
Q4 		$1.17M Sell
6,514
-142
-2% -$24.8K 0.72% 31
2022
Q3 		$956K Buy
6,656
+3,213
+93% +$490K 0.65% 32
2022
Q2 		$560K Hold
3,443
– – 0.34% 48
2022
Q1 		$560K Buy
3,443
+120
+4% +$17.2K 0.38% 42
2021
Q4 		$389K Sell
3,323
-45
-1% -$5.11K 0.23% 60
2021
Q3 		$341K Buy
3,368
+169
+5% +$16.9K 0.22% 63
2021
Q2 		$335K Buy
3,199
+41
+1% +$4.33K 0.24% 65
2021
Q1 		$330K Buy
3,158
+53
+2% +$5.17K 0.29% 57
2020
Q4 		$262K Buy
+3,105
New +$251K 0.23% 66

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 $336B AUM 34.66% 1-Year Est. Return

Safeguard Investment Advisory Group's CVX Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Chevron (CVX) stake by 3.2% in Q1 2026, selling an estimated $29.4K and leaving 4,812 shares worth $996K. The position accounts for 0.28% of the portfolio, ranked #40.

Safeguard Investment Advisory Group first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.22M in Q2 2023. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Safeguard Investment Advisory Group held 4,812 shares of Chevron worth $996K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 161 Chevron shares in Q1 2026, an estimated $29.4K.
  • Chevron made up 0.28% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #40 holding.
  • Safeguard Investment Advisory Group first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Chevron position peaked at $1.22M in Q2 2023.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.