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Sandbox Financial Partners’s Chevron CVX Stock Holding History

Sandbox Financial Partners’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 		$1.13M Buy
5,459
+48
+0.9% +$8.75K 0.32% 45
2025
Q4 		$825K Sell
5,411
-345
-6% -$52.5K 0.23% 55
2025
Q3 		$894K Sell
5,756
-8
-0.1% -$1.24K 0.26% 56
2025
Q2 		$825K Sell
5,764
-73
-1% -$10.3K 0.26% 55
2025
Q1 		$976K Buy
5,837
+98
+2% +$15.3K 0.34% 45
2024
Q4 		$831K Buy
5,739
+25
+0.4% +$3.83K 0.28% 49
2024
Q3 		$842K Sell
5,714
-162
-3% -$24.1K 0.3% 48
2024
Q2 		$919K Sell
5,876
-690
-11% -$110K 0.35% 46
2024
Q1 		$1.04M Sell
6,566
-152
-2% -$22.9K 0.44% 43
2023
Q4 		$1M Sell
6,718
-69
-1% -$10.4K 0.47% 34
2023
Q3 		$1.14M Sell
6,787
-1,594
-19% -$257K 0.61% 28
2023
Q2 		$1.32M Buy
8,381
+186
+2% +$29.8K 0.69% 21
2023
Q1 		$1.34M Sell
8,195
-1,402
-15% -$235K 0.81% 18
2022
Q4 		$1.72M Buy
9,597
+3,365
+54% +$587K 1.19% 16
2022
Q3 		$895K Buy
6,232
+225
+4% +$34.3K 0.65% 24
2022
Q2 		$870K Buy
6,007
+114
+2% +$18.8K 0.62% 25
2022
Q1 		$960K Buy
5,893
+302
+5% +$43.3K 0.55% 27
2021
Q4 		$656K Buy
5,591
+368
+7% +$41.8K 0.41% 34
2021
Q3 		$530K Buy
5,223
+2,264
+77% +$226K 0.38% 34
2021
Q2 		$310K Buy
2,959
+33
+1% +$3.48K 0.23% 61
2021
Q1 		$303K Buy
2,926
+295
+11% +$28.8K 0.25% 55
2020
Q4 		$222K Buy
+2,631
New +$213K 0.2% 63

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

Sandbox Financial Partners's CVX Position: Q1 2026 in Review

Sandbox Financial Partners increased its Chevron (CVX) stake by 0.89% in Q1 2026, buying an estimated $8.75K and bringing the position to 5,459 shares worth $1.13M. The position accounts for 0.32% of the portfolio, ranked #45.

Sandbox Financial Partners first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.72M in Q4 2022. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sandbox Financial Partners held 5,459 shares of Chevron worth $1.13M as of Q1 2026.
  • Sandbox Financial Partners bought 48 Chevron shares in Q1 2026, an estimated $8.75K.
  • Chevron made up 0.32% of Sandbox Financial Partners's portfolio in Q1 2026, its #45 holding.
  • Sandbox Financial Partners first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's Chevron position peaked at $1.72M in Q4 2022.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.