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Sage Mountain Advisors’s Chevron CVX Stock Holding History

Sage Mountain 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 		$295K Sell
1,425
-13,587
-91% -$2.48M 0.02% 168
2025
Q4 		$2.29M Sell
15,012
-1,719
-10% -$262K 0.12% 85
2025
Q3 		$2.6M Buy
16,731
+5,071
+43% +$785K 0.15% 75
2025
Q2 		$1.67M Sell
11,660
-442
-4% -$62.3K 0.11% 86
2025
Q1 		$2.02M Buy
12,102
+219
+2% +$34.3K 0.15% 74
2024
Q4 		$1.72M Buy
11,883
+615
+5% +$94.1K 0.13% 79
2024
Q3 		$1.66M Sell
11,268
-79
-0.7% -$11.8K 0.14% 75
2024
Q2 		$1.77M Buy
11,347
+707
+7% +$113K 0.16% 66
2024
Q1 		$1.68M Buy
10,640
+1,892
+22% +$286K 0.17% 65
2023
Q4 		$1.3M Buy
8,748
+408
+5% +$61.7K 0.15% 69
2023
Q3 		$1.41M Buy
8,340
+1,948
+30% +$315K 0.19% 58
2023
Q2 		$1.01M Buy
6,392
+89
+1% +$14.3K 0.14% 70
2023
Q1 		$1.03M Buy
6,303
+2,481
+65% +$416K 0.17% 62
2022
Q4 		$686K Buy
3,822
+287
+8% +$50.1K 0.16% 55
2022
Q3 		$508K Sell
3,535
-2,511
-42% -$383K 0.14% 66
2022
Q2 		$875K Buy
6,046
+2,632
+77% +$435K 0.15% 111
2022
Q1 		$556K Sell
3,414
-4,226
-55% -$606K 0.09% 239
2021
Q4 		$897K Sell
7,640
-598
-7% -$67.9K 0.11% 166
2021
Q3 		$836K Buy
8,238
+533
+7% +$53.2K 0.12% 159
2021
Q2 		$807K Buy
7,705
+660
+9% +$69.7K 0.13% 157
2021
Q1 		$738K Buy
7,045
+2,874
+69% +$281K 0.16% 113
2020
Q4 		$352K Buy
+4,171
New +$338K 0.12% 119

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

Sage Mountain Advisors's CVX Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Chevron (CVX) stake by 91% in Q1 2026, selling an estimated $2.48M and leaving 1,425 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #168.

Sage Mountain Advisors first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.6M in Q3 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sage Mountain Advisors held 1,425 shares of Chevron worth $295K as of Q1 2026.
  • Sage Mountain Advisors sold 13,587 Chevron shares in Q1 2026, an estimated $2.48M.
  • Chevron made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #168 holding.
  • Sage Mountain Advisors first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Chevron position peaked at $2.6M in Q3 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.