Spurstone Advisory Services’s Chevron CVX Stock Holding History

Spurstone Advisory Services’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	$418K	Hold	2,020	–	–	7.15%	5
2025 Q4	$308K	Hold	2,020	–	–	4.84%	7
2025 Q3	$314K	Hold	2,020	–	–	4.5%	6
2025 Q2	$289K	Hold	2,020	–	–	4.38%	7
2025 Q1	$338K	Hold	2,020	–	–	6.58%	4
2024 Q4	$293K	Buy	+2,020	New	+$309K	5.57%	5

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

Spurstone Advisory Services's CVX Position: Q1 2026 in Review

Spurstone Advisory Services held its Chevron (CVX) position steady in Q1 2026 at 2,020 shares worth $418K. The position accounts for 7.15% of the portfolio, ranked #5.

Spurstone Advisory Services first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Spurstone Advisory Services held 2,020 shares of Chevron worth $418K as of Q1 2026.
Spurstone Advisory Services left its Chevron share count unchanged in Q1 2026.
Chevron made up 7.15% of Spurstone Advisory Services's portfolio in Q1 2026, its #5 holding.
Spurstone Advisory Services first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.