SA
CVX icon

SAM Advisors’s Chevron CVX Stock Holding History

SAM 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 		$1.26M Buy
6,104
+7
+0.1% +$1.28K 0.4% 26
2025
Q4 		$929K Buy
6,097
+9
+0.1% +$1.37K 0.29% 27
2025
Q3 		$945K Buy
6,088
+8
+0.1% +$1.24K 0.3% 25
2025
Q2 		$871K Buy
6,080
+8
+0.1% +$1.13K 0.3% 25
2025
Q1 		$1.02M Buy
6,072
+8
+0.1% +$1.25K 0.38% 24
2024
Q4 		$878K Buy
6,064
+7
+0.1% +$1.07K 0.32% 24
2024
Q3 		$892K Buy
+6,057
New +$902K 0.33% 25
2023
Q4 		– Sell
-6,027
Closed -$1.02M – 35
2023
Q3 		$1.02M Buy
6,027
+131
+2% +$21.2K 0.44% 25
2023
Q2 		$928K Buy
5,896
+6
+0.1% +$962 0.39% 25
2023
Q1 		$961K Buy
5,890
+7
+0.1% +$1.17K 0.43% 24
2022
Q4 		$1.06M Buy
5,883
+5
+0.1% +$873 0.47% 24
2022
Q3 		$844K Buy
5,878
+6
+0.1% +$915 0.41% 26
2022
Q2 		$851K Sell
5,872
-52
-0.9% -$8.6K 0.43% 24
2022
Q1 		$965K Buy
+5,924
New +$850K 0.42% 24

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

SAM Advisors's CVX Position: Q1 2026 in Review

SAM Advisors increased its Chevron (CVX) stake by 0.11% in Q1 2026, buying an estimated $1.28K and bringing the position to 6,104 shares worth $1.26M. The position accounts for 0.4% of the portfolio, ranked #26.

SAM Advisors first reported a position in CVX in Q1 2022 and has held it in 14 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • SAM Advisors held 6,104 shares of Chevron worth $1.26M as of Q1 2026.
  • SAM Advisors bought 7 Chevron shares in Q1 2026, an estimated $1.28K.
  • Chevron made up 0.4% of SAM Advisors's portfolio in Q1 2026, its #26 holding.
  • SAM Advisors first reported a position in Chevron in Q1 2022 and has held it in 14 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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