Smart Portfolios LLC’s Chevron CVX Stock Holding History

Smart Portfolios LLC’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	$402K	Sell	1,945 -45	-2%	-$8.21K	0.4%	75
2025 Q4	$303K	Buy	1,990 +1	+0.1%	+$152	0.3%	89
2025 Q3	$309K	Sell	1,989 -142	-7%	-$22K	0.3%	86
2025 Q2	$305K	Hold	2,131	–	–	0.31%	87
2025 Q1	$356K	Buy	2,131 +39	+2%	+$6.11K	0.39%	78
2024 Q4	$303K	Buy	2,092 +17	+0.8%	+$2.6K	0.32%	85
2024 Q3	$306K	Hold	2,075	–	–	0.31%	89
2024 Q2	$325K	Buy	2,075 +270	+15%	+$43.1K	0.33%	84
2024 Q1	$285K	Buy	1,805 +70	+4%	+$10.6K	0.3%	87
2023 Q4	$264K	Buy	+1,735	New	+$262K	0.31%	78
2019 Q2	–	Sell	-3,779	Closed	-$465K	–	83
2019 Q1	$465K	Buy	3,779 +3,179	+530%	+$376K	0.39%	26
2018 Q4	$65K	Hold	600	–	–	0.05%	78
2018 Q3	$73K	Hold	600	–	–	0.05%	77
2018 Q2	$76K	Hold	600	–	–	0.05%	79
2018 Q1	$68K	Buy	+600	New	+$71.7K	0.04%	70

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Smart Portfolios LLC's CVX Position: Q1 2026 in Review

Smart Portfolios LLC reduced its Chevron (CVX) stake by 2.3% in Q1 2026, selling an estimated $8.21K and leaving 1,945 shares worth $402K. The position accounts for 0.4% of the portfolio, ranked #75.

Smart Portfolios LLC first reported a position in CVX in Q1 2018 and has held it in 15 quarters since. The position peaked at $465K in Q1 2019. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Smart Portfolios LLC held 1,945 shares of Chevron worth $402K as of Q1 2026.
Smart Portfolios LLC sold 45 Chevron shares in Q1 2026, an estimated $8.21K.
Chevron made up 0.4% of Smart Portfolios LLC's portfolio in Q1 2026, its #75 holding.
Smart Portfolios LLC first reported a position in Chevron in Q1 2018 and has held it in 15 quarters since.
Smart Portfolios LLC's Chevron position peaked at $465K in Q1 2019.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.