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SBI Securities’s Chevron CVX Stock Holding History

SBI Securities’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 		$7.62M Buy
36,809
+3,404
+10% +$621K 0.21% 71
2025
Q4 		$5.09M Sell
33,405
-528
-2% -$80.4K 0.13% 94
2025
Q3 		$5.27M Buy
33,933
+256
+0.8% +$39.6K 0.13% 95
2025
Q2 		$4.82M Buy
33,677
+4,611
+16% +$650K 0.14% 93
2025
Q1 		$4.86M Sell
29,066
-624
-2% -$97.7K 0.16% 81
2024
Q4 		$4.3M Buy
+29,690
New +$4.54M 0.13% 96

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

SBI Securities's CVX Position: Q1 2026 in Review

SBI Securities increased its Chevron (CVX) stake by 10% in Q1 2026, buying an estimated $621K and bringing the position to 36,809 shares worth $7.62M. The position accounts for 0.21% of the portfolio, ranked #71.

SBI Securities first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • SBI Securities held 36,809 shares of Chevron worth $7.62M as of Q1 2026.
  • SBI Securities bought 3,404 Chevron shares in Q1 2026, an estimated $621K.
  • Chevron made up 0.21% of SBI Securities's portfolio in Q1 2026, its #71 holding.
  • SBI Securities first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.