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Stiles Financial Services’s Chevron CVX Stock Holding History

Stiles Financial 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 		$910K Buy
4,400
+119
+3% +$21.7K 0.28% 87
2025
Q4 		$652K Sell
4,281
-115
-3% -$17.5K 0.2% 106
2025
Q3 		$683K Sell
4,396
-63
-1% -$9.76K 0.22% 103
2025
Q2 		$639K Buy
4,459
+147
+3% +$20.7K 0.22% 102
2025
Q1 		$722K Sell
4,312
-189
-4% -$29.6K 0.28% 90
2024
Q4 		$652K Buy
4,501
+155
+4% +$23.7K 0.24% 98
2024
Q3 		$640K Sell
4,346
-46
-1% -$6.85K 0.23% 95
2024
Q2 		$687K Sell
4,392
-178
-4% -$28.4K 0.26% 86
2024
Q1 		$721K Buy
4,570
+212
+5% +$32K 0.29% 84
2023
Q4 		$650K Buy
4,358
+7
+0.2% +$1.06K 0.3% 91
2023
Q3 		$734K Buy
4,351
+44
+1% +$7.11K 0.38% 79
2023
Q2 		$678K Buy
4,307
+56
+1% +$8.98K 0.34% 84
2023
Q1 		$694K Sell
4,251
-352
-8% -$59K 0.37% 80
2022
Q4 		$826K Sell
4,603
-179
-4% -$31.2K 0.47% 63
2022
Q3 		$687K Sell
4,782
-725
-13% -$111K 0.42% 69
2022
Q2 		$797K Sell
5,507
-162
-3% -$26.8K 0.48% 64
2022
Q1 		$916K Buy
5,669
+5
+0.1% +$717 0.46% 63
2021
Q4 		$665K Buy
+5,664
New +$643K 0.32% 88

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

Stiles Financial Services's CVX Position: Q1 2026 in Review

Stiles Financial Services increased its Chevron (CVX) stake by 2.8% in Q1 2026, buying an estimated $21.7K and bringing the position to 4,400 shares worth $910K. The position accounts for 0.28% of the portfolio, ranked #87.

Stiles Financial Services first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $916K in Q1 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Stiles Financial Services held 4,400 shares of Chevron worth $910K as of Q1 2026.
  • Stiles Financial Services bought 119 Chevron shares in Q1 2026, an estimated $21.7K.
  • Chevron made up 0.28% of Stiles Financial Services's portfolio in Q1 2026, its #87 holding.
  • Stiles Financial Services first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Chevron position peaked at $916K in Q1 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.