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SGL Investment Advisors’s Chevron CVX Stock Holding History

SGL Investment 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 		$6.63M Sell
35,863
-312
-0.9% -$56.9K 2.49% 7
2025
Q4 		$6.48M Buy
36,175
+1,268
+4% +$193K 2.59% 10
2025
Q3 		$5.38M Buy
34,907
+356
+1% +$55.1K 2.24% 13
2025
Q2 		$5.29M Buy
34,551
+412
+1% +$58.1K 2.52% 10
2025
Q1 		$4.68M Buy
34,139
+418
+1% +$65.4K 2.42% 13
2024
Q4 		$5.22M Buy
33,721
+492
+1% +$75.3K 2.63% 11
2024
Q3 		$5.38M Buy
+33,229
New +$4.95M 2.76% 8

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

SGL Investment Advisors's CVX Position: Q1 2026 in Review

SGL Investment Advisors reduced its Chevron (CVX) stake by 0.86% in Q1 2026, selling an estimated $56.9K and leaving 35,863 shares worth $6.63M. The position accounts for 2.49% of the portfolio, ranked #7.

SGL Investment Advisors first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • SGL Investment Advisors held 35,863 shares of Chevron worth $6.63M as of Q1 2026.
  • SGL Investment Advisors sold 312 Chevron shares in Q1 2026, an estimated $56.9K.
  • Chevron made up 2.49% of SGL Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • SGL Investment Advisors first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.