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Sanctuary Advisors’s Chevron CVX Stock Holding History

Sanctuary 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 		$97.7M Buy
472,061
+75,399
+19% +$13.7M 0.53% 31
2025
Q4 		$60.5M Sell
396,662
-2,254
-0.6% -$343K 0.33% 56
2025
Q3 		$61.9M Buy
398,916
+25,336
+7% +$3.92M 0.36% 50
2025
Q2 		$53.5M Buy
373,580
+19,509
+6% +$2.75M 0.33% 54
2025
Q1 		$59.2M Sell
354,071
-14,886
-4% -$2.33M 0.42% 42
2024
Q4 		$57.7M Sell
368,957
-25,811
-7% -$3.95M 0.36% 47
2024
Q3 		$64.1M Buy
394,768
+3,729
+1% +$555K 0.41% 45
2024
Q2 		$64.9M Buy
+391,039
New +$62.4M 0.47% 35

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

Sanctuary Advisors's CVX Position: Q1 2026 in Review

Sanctuary Advisors increased its Chevron (CVX) stake by 19% in Q1 2026, buying an estimated $13.7M and bringing the position to 472,061 shares worth $97.7M. The position accounts for 0.53% of the portfolio, ranked #31.

Sanctuary Advisors first reported a position in CVX in Q2 2024 and has held it in 8 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sanctuary Advisors held 472,061 shares of Chevron worth $97.7M as of Q1 2026.
  • Sanctuary Advisors bought 75,399 Chevron shares in Q1 2026, an estimated $13.7M.
  • Chevron made up 0.53% of Sanctuary Advisors's portfolio in Q1 2026, its #31 holding.
  • Sanctuary Advisors first reported a position in Chevron in Q2 2024 and has held it in 8 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.