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Strategic Advocates’s Chevron CVX Stock Holding History

Strategic Advocates’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 		$62.1K Sell
300
-1,079
-78% -$197K 0.27% 68
2025
Q4 		$210K Sell
1,379
-1,425
-51% -$217K 0.05% 110
2025
Q3 		$435K Buy
2,804
+15
+0.5% +$2.32K 0.11% 87
2025
Q2 		$399K Buy
2,789
+101
+4% +$14.2K 0.12% 84
2025
Q1 		$450K Buy
2,688
+302
+13% +$47.3K 0.16% 74
2024
Q4 		$346K Sell
2,386
-1,982
-45% -$303K 0.12% 80
2024
Q3 		$643K Buy
4,368
+850
+24% +$127K 0.23% 65
2024
Q2 		$550K Sell
3,518
-2,517
-42% -$401K 0.22% 61
2024
Q1 		$952K Sell
6,035
-505
-8% -$76.2K 0.37% 47
2023
Q4 		$976K Buy
6,540
+332
+5% +$50.2K 0.41% 47
2023
Q3 		$1.05M Buy
+6,208
New +$1M 0.49% 44

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

Strategic Advocates's CVX Position: Q1 2026 in Review

Strategic Advocates reduced its Chevron (CVX) stake by 78% in Q1 2026, selling an estimated $197K and leaving 300 shares worth $62.1K. The position accounts for 0.27% of the portfolio, ranked #68.

Strategic Advocates first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q3 2023. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Strategic Advocates held 300 shares of Chevron worth $62.1K as of Q1 2026.
  • Strategic Advocates sold 1,079 Chevron shares in Q1 2026, an estimated $197K.
  • Chevron made up 0.27% of Strategic Advocates's portfolio in Q1 2026, its #68 holding.
  • Strategic Advocates first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • Strategic Advocates's Chevron position peaked at $1.05M in Q3 2023.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.