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Savvy Advisors Inc’s Chevron CVX Stock Holding History

Savvy Advisors Inc’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 		$10.5M Buy
50,771
+8,469
+20% +$1.54M 0.28% 66
2025
Q4 		$6.45M Buy
42,302
+11,497
+37% +$1.75M 0.21% 82
2025
Q3 		$4.78M Buy
30,805
+5,331
+21% +$826K 0.22% 79
2025
Q2 		$3.65M Buy
25,474
+6,473
+34% +$913K 0.24% 66
2025
Q1 		$3.18M Buy
19,001
+4,846
+34% +$759K 0.32% 59
2024
Q4 		$2.05M Buy
14,155
+8,398
+146% +$1.29M 0.25% 69
2024
Q3 		$848K Buy
5,757
+1,591
+38% +$237K 0.17% 122
2024
Q2 		$652K Buy
4,166
+1,363
+49% +$217K 0.21% 108
2024
Q1 		$442K Buy
2,803
+986
+54% +$149K 0.25% 105
2023
Q4 		$271K Buy
+1,817
New +$275K 0.26% 121

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

Savvy Advisors Inc's CVX Position: Q1 2026 in Review

Savvy Advisors Inc increased its Chevron (CVX) stake by 20% in Q1 2026, buying an estimated $1.54M and bringing the position to 50,771 shares worth $10.5M. The position accounts for 0.28% of the portfolio, ranked #66.

Savvy Advisors Inc first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Savvy Advisors Inc held 50,771 shares of Chevron worth $10.5M as of Q1 2026.
  • Savvy Advisors Inc bought 8,469 Chevron shares in Q1 2026, an estimated $1.54M.
  • Chevron made up 0.28% of Savvy Advisors Inc's portfolio in Q1 2026, its #66 holding.
  • Savvy Advisors Inc first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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