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Strategic Investment Advisors’s Chevron CVX Stock Holding History

Strategic Investment 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 		$2.2M Buy
10,611
+8,403
+381% +$1.53M 0.15% 73
2025
Q4 		$336K Buy
2,208
+561
+34% +$85.4K 0.03% 201
2025
Q3 		$256K Sell
1,647
-76
-4% -$11.8K 0.02% 228
2025
Q2 		$247K Sell
1,723
-6
-0.3% -$846 0.02% 229
2025
Q1 		$289K Buy
1,729
+196
+13% +$30.7K 0.03% 213
2024
Q4 		$222K Buy
1,533
+109
+8% +$16.7K 0.02% 226
2024
Q3 		$210K Sell
1,424
-193
-12% -$28.7K 0.02% 233
2024
Q2 		$253K Buy
1,617
+159
+11% +$25.4K 0.03% 217
2024
Q1 		$230K Sell
1,458
-133
-8% -$20.1K 0.03% 230
2023
Q4 		$237K Sell
1,591
-167
-9% -$25.3K 0.03% 220
2023
Q3 		$296K Buy
1,758
+65
+4% +$10.5K 0.05% 203
2023
Q2 		$266K Sell
1,693
-40
-2% -$6.41K 0.04% 173
2023
Q1 		$283K Sell
1,733
-157
-8% -$26.3K 0.05% 208
2022
Q4 		$339K Buy
1,890
+184
+11% +$32.1K 0.07% 180
2022
Q3 		$245K Sell
1,706
-26
-2% -$3.96K 0.06% 156
2022
Q2 		$251K Buy
+1,732
New +$286K 0.05% 188
2021
Q4 		– Sell
-8,431
Closed -$855K – 188
2021
Q3 		$855K Buy
8,431
+24
+0.3% +$2.39K 0.19% 115
2021
Q2 		$881K Buy
8,407
+1,124
+15% +$119K 0.2% 104
2021
Q1 		$763K Buy
7,283
+583
+9% +$56.9K 0.2% 97
2020
Q4 		$566K Buy
6,700
+829
+14% +$67.1K 0.16% 115
2020
Q3 		$423K Sell
5,871
-300
-5% -$25.2K 0.14% 102
2020
Q2 		$551K Buy
6,171
+476
+8% +$42.6K 0.21% 86
2020
Q1 		$413K Sell
5,695
-1,243
-18% -$123K 0.19% 93
2019
Q4 		$836K Buy
6,938
+265
+4% +$31.2K 0.35% 62
2019
Q3 		$791K Buy
6,673
+652
+11% +$79.2K 0.38% 55
2019
Q2 		$743K Buy
6,021
+726
+14% +$87.8K 0.41% 52
2019
Q1 		$652K Buy
5,295
+458
+9% +$54.2K 0.45% 52
2018
Q4 		$526K Buy
+4,837
New +$560K 0.47% 53

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 Investment Advisors's CVX Position: Q1 2026 in Review

Strategic Investment Advisors increased its Chevron (CVX) stake by 381% in Q1 2026, buying an estimated $1.53M and bringing the position to 10,611 shares worth $2.2M. The position accounts for 0.15% of the portfolio, ranked #73.

Strategic Investment Advisors first reported a position in CVX in Q4 2018 and has held it in 28 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Strategic Investment Advisors held 10,611 shares of Chevron worth $2.2M as of Q1 2026.
  • Strategic Investment Advisors bought 8,403 Chevron shares in Q1 2026, an estimated $1.53M.
  • Chevron made up 0.15% of Strategic Investment Advisors's portfolio in Q1 2026, its #73 holding.
  • Strategic Investment Advisors first reported a position in Chevron in Q4 2018 and has held it in 28 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.