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SimplyRich’s Chevron CVX Stock Holding History

SimplyRich’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 		$379K Hold
1,832
– – 0.1% 179
2025
Q4 		$279K Hold
1,832
– – 0.07% 176
2025
Q3 		$284K Hold
1,832
– – 0.08% 181
2025
Q2 		$262K Hold
1,832
– – 0.07% 197
2025
Q1 		$306K Hold
1,832
– – 0.09% 178
2024
Q4 		$265K Hold
1,832
– – 0.08% 193
2024
Q3 		$269K Hold
1,832
– – 0.08% 195
2024
Q2 		$286K Hold
1,832
– – 0.09% 153
2024
Q1 		$289K Buy
+1,832
New +$276K 0.09% 153

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

SimplyRich's CVX Position: Q1 2026 in Review

SimplyRich held its Chevron (CVX) position steady in Q1 2026 at 1,832 shares worth $379K. The position accounts for 0.1% of the portfolio, ranked #179.

SimplyRich first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • SimplyRich held 1,832 shares of Chevron worth $379K as of Q1 2026.
  • SimplyRich left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.1% of SimplyRich's portfolio in Q1 2026, its #179 holding.
  • SimplyRich first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.