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Steward Partners Investment Advisory’s Chevron CVX Stock Holding History

Steward Partners Investment Advisory’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 		$107M Buy
517,057
+22,575
+5% +$4.12M 0.55% 27
2025
Q4 		$75.4M Buy
494,482
+21,295
+5% +$3.24M 0.41% 43
2025
Q3 		$73.5M Buy
473,187
+224,563
+90% +$34.8M 0.42% 39
2025
Q2 		$35.6M Buy
248,624
+1,305
+0.5% +$184K 0.28% 68
2025
Q1 		$41.4M Buy
247,319
+1,168
+0.5% +$183K 0.37% 48
2024
Q4 		$35.7M Sell
246,151
-25,965
-10% -$3.97M 0.32% 67
2024
Q3 		$40.1M Sell
272,116
-43,036
-14% -$6.41M 0.37% 50
2024
Q2 		$49.3M Sell
315,152
-4,169
-1% -$665K 0.52% 34
2024
Q1 		$50.4M Buy
319,321
+52,134
+20% +$7.87M 0.56% 30
2023
Q4 		$39.9M Buy
267,187
+30,000
+13% +$4.54M 0.54% 32
2023
Q3 		$40M Buy
237,187
+11,968
+5% +$1.93M 0.62% 27
2023
Q2 		$35.4M Buy
225,219
+34,793
+18% +$5.58M 0.53% 34
2023
Q1 		$31.1M Sell
190,426
-5,065
-3% -$849K 0.5% 37
2022
Q4 		$35.1M Buy
195,491
+2,129
+1% +$372K 0.6% 25
2022
Q3 		$27.8M Sell
193,362
-23,089
-11% -$3.52M 0.52% 33
2022
Q2 		$31.3M Sell
216,451
-2,213
-1% -$366K 0.57% 25
2022
Q1 		$35.6M Buy
218,664
+20,918
+11% +$3M 0.55% 27
2021
Q4 		$23.2M Buy
197,746
+33,459
+20% +$3.8M 0.35% 58
2021
Q3 		$16.7M Sell
164,287
-14,049
-8% -$1.4M 0.29% 78
2021
Q2 		$18.7M Buy
178,336
+2,515
+1% +$265K 0.32% 68
2021
Q1 		$18.4M Buy
175,821
+16,877
+11% +$1.65M 0.32% 67
2020
Q4 		$13.4M Buy
158,944
+3,964
+3% +$321K 0.29% 85
2020
Q3 		$11.2M Buy
154,980
+10,592
+7% +$891K 0.28% 84
2020
Q2 		$12.9M Buy
144,388
+17,632
+14% +$1.58M 0.37% 64
2020
Q1 		$9.18M Sell
126,756
-9,338
-7% -$923K 0.34% 73
2019
Q4 		$16.4M Buy
136,094
+2,213
+2% +$261K 0.48% 48
2019
Q3 		$15.9M Buy
133,881
+7,120
+6% +$865K 0.54% 42
2019
Q2 		$15.8M Buy
126,761
+18,341
+17% +$2.22M 0.58% 40
2019
Q1 		$13.4M Buy
108,420
+7,514
+7% +$889K 0.57% 43
2018
Q4 		$11M Buy
100,906
+14,006
+16% +$1.62M 0.53% 43
2018
Q3 		$10.6M Buy
86,900
+14,704
+20% +$1.78M 0.51% 37
2018
Q2 		$9.13M Buy
72,196
+15,726
+28% +$1.95M 0.54% 31
2018
Q1 		$6.44M Sell
56,470
-797
-1% -$95.3K 0.44% 42
2017
Q4 		$7.17M Buy
57,267
+6,061
+12% +$719K 0.55% 37
2017
Q3 		$6.02M Buy
51,206
+1,263
+3% +$138K 0.61% 34
2017
Q2 		$5.21M Sell
49,943
-20,618
-29% -$2.18M 0.59% 39
2017
Q1 		$7.58M Buy
70,561
+58,634
+492% +$6.58M 1.15% 14
2016
Q4 		$1.4M Buy
+11,927
New +$1.3M 0.64% 32

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 $336B AUM 34.66% 1-Year Est. Return

Steward Partners Investment Advisory's CVX Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Chevron (CVX) stake by 4.6% in Q1 2026, buying an estimated $4.12M and bringing the position to 517,057 shares worth $107M. The position accounts for 0.55% of the portfolio, ranked #27.

Steward Partners Investment Advisory first reported a position in CVX in Q4 2016 and has held it in 38 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Steward Partners Investment Advisory held 517,057 shares of Chevron worth $107M as of Q1 2026.
  • Steward Partners Investment Advisory bought 22,575 Chevron shares in Q1 2026, an estimated $4.12M.
  • Chevron made up 0.55% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #27 holding.
  • Steward Partners Investment Advisory first reported a position in Chevron in Q4 2016 and has held it in 38 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.