Smartleaf Asset Management’s Chevron CVX Stock Holding History

Smartleaf Asset Management’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	$7.49M	Buy	35,557 +2,942	+9%	+$536K	0.27%	70
2025 Q4	$4.97M	Buy	32,615 +2,728	+9%	+$415K	0.19%	94
2025 Q3	$4.67M	Buy	29,887 +8,482	+40%	+$1.31M	0.29%	64
2025 Q2	$3.08M	Sell	21,405 -1,814	-8%	-$256K	0.27%	72
2025 Q1	$3.86M	Buy	23,219 +1,032	+5%	+$162K	0.37%	54
2024 Q4	$3.17M	Buy	22,187 +3,915	+21%	+$599K	0.32%	62
2024 Q3	$2.66M	Buy	18,272 +4,622	+34%	+$688K	0.32%	70
2024 Q2	$2.13M	Buy	13,650 +1,555	+13%	+$248K	0.35%	59
2024 Q1	$1.89M	Buy	12,095 +3,280	+37%	+$495K	0.37%	66
2023 Q4	$1.28M	Buy	+8,815	New	+$1.33M	0.34%	71

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 $295B AUM 31.6% 1-Year Est. Return

Smartleaf Asset Management's CVX Position: Q1 2026 in Review

Smartleaf Asset Management increased its Chevron (CVX) stake by 9% in Q1 2026, buying an estimated $536K and bringing the position to 35,557 shares worth $7.49M. The position accounts for 0.27% of the portfolio, ranked #70.

Smartleaf Asset Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Smartleaf Asset Management held 35,557 shares of Chevron worth $7.49M as of Q1 2026.
Smartleaf Asset Management bought 2,942 Chevron shares in Q1 2026, an estimated $536K.
Chevron made up 0.27% of Smartleaf Asset Management's portfolio in Q1 2026, its #70 holding.
Smartleaf Asset Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.