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Souders Financial Advisors’s Chevron CVX Stock Holding History

Souders Financial 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 		$1.98M Buy
9,576
+1,663
+21% +$303K 0.23% 62
2025
Q4 		$1.21M Buy
7,913
+174
+2% +$26.5K 0.14% 82
2025
Q3 		$1.2M Buy
7,739
+436
+6% +$67.5K 0.14% 79
2025
Q2 		$1.05M Sell
7,303
-382
-5% -$53.9K 0.13% 84
2025
Q1 		$1.29M Buy
7,685
+441
+6% +$69K 0.18% 79
2024
Q4 		$1.05M Sell
7,244
-581
-7% -$88.9K 0.15% 101
2024
Q3 		$1.15M Buy
7,825
+432
+6% +$64.3K 0.16% 93
2024
Q2 		$1.16M Sell
7,393
-2,605
-26% -$415K 0.17% 89
2024
Q1 		$1.58M Sell
9,998
-17,611
-64% -$2.66M 0.25% 71
2023
Q4 		$4.12M Sell
27,609
-409
-1% -$61.9K 0.71% 41
2023
Q3 		$4.72M Buy
28,018
+1,237
+5% +$200K 0.91% 32
2023
Q2 		$4.21M Buy
26,781
+16,198
+153% +$2.6M 0.81% 35
2023
Q1 		$1.73M Sell
10,583
-490
-4% -$82.2K 0.37% 69
2022
Q4 		$1.99M Buy
11,073
+48
+0.4% +$8.38K 0.45% 63
2022
Q3 		$1.58M Buy
11,025
+80
+0.7% +$12.2K 0.43% 67
2022
Q2 		$1.58M Buy
10,945
+792
+8% +$131K 0.46% 59
2022
Q1 		$1.65M Sell
10,153
-2,800
-22% -$402K 0.48% 55
2021
Q4 		$1.52M Buy
12,953
+759
+6% +$86.2K 0.44% 59
2021
Q3 		$1.24M Buy
12,194
+1,454
+14% +$145K 0.4% 61
2021
Q2 		$1.13M Buy
10,740
+1,221
+13% +$129K 0.38% 59
2021
Q1 		$998K Buy
9,519
+488
+5% +$47.7K 0.39% 56
2020
Q4 		$763K Buy
9,031
+530
+6% +$42.9K 0.33% 59
2020
Q3 		$706K Buy
8,501
+918
+12% +$77.2K 0.33% 61
2020
Q2 		$677K Buy
7,583
+871
+13% +$78K 0.39% 61
2020
Q1 		$486K Buy
+6,712
New +$663K 0.43% 55

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

Souders Financial Advisors's CVX Position: Q1 2026 in Review

Souders Financial Advisors increased its Chevron (CVX) stake by 21% in Q1 2026, buying an estimated $303K and bringing the position to 9,576 shares worth $1.98M. The position accounts for 0.23% of the portfolio, ranked #62.

Souders Financial Advisors first reported a position in CVX in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.72M in Q3 2023. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Souders Financial Advisors held 9,576 shares of Chevron worth $1.98M as of Q1 2026.
  • Souders Financial Advisors bought 1,663 Chevron shares in Q1 2026, an estimated $303K.
  • Chevron made up 0.23% of Souders Financial Advisors's portfolio in Q1 2026, its #62 holding.
  • Souders Financial Advisors first reported a position in Chevron in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Chevron position peaked at $4.72M in Q3 2023.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.