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Tectonic Advisors’s Chevron CVX Stock Holding History

Tectonic 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 		– Sell
-2,905
Closed -$443K – 283
2025
Q4 		$443K Buy
2,905
+5
+0.2% +$762 0.02% 275
2025
Q3 		$450K Sell
2,900
-4,688
-62% -$726K 0.02% 281
2025
Q2 		$1.09M Buy
7,588
+255
+3% +$35.9K 0.06% 161
2025
Q1 		$1.23M Buy
7,333
+251
+4% +$39.3K 0.08% 139
2024
Q4 		$1.03M Buy
7,082
+364
+5% +$55.7K 0.07% 156
2024
Q3 		$989K Sell
6,718
-226
-3% -$33.6K 0.06% 165
2024
Q2 		$1.09M Buy
6,944
+386
+6% +$61.6K 0.08% 141
2024
Q1 		$1.03M Buy
6,558
+296
+5% +$44.7K 0.08% 140
2023
Q4 		$934K Buy
6,262
+469
+8% +$70.9K 0.08% 138
2023
Q3 		$977K Buy
5,793
+9
+0.2% +$1.45K 0.09% 118
2023
Q2 		$910K Sell
5,784
-27
-0.5% -$4.33K 0.11% 123
2023
Q1 		$948K Buy
5,811
+1,587
+38% +$266K 0.13% 111
2022
Q4 		$758K Sell
4,224
-174
-4% -$30.4K 0.12% 122
2022
Q3 		$632K Sell
4,398
-136
-3% -$20.7K 0.12% 118
2022
Q2 		$656K Sell
4,534
-255
-5% -$42.2K 0.12% 116
2022
Q1 		$780K Buy
4,789
+104
+2% +$14.9K 0.13% 110
2021
Q4 		$550K Buy
4,685
+136
+3% +$15.4K 0.1% 126
2021
Q3 		$462K Buy
4,549
+512
+13% +$51.1K 0.09% 120
2021
Q2 		$423K Buy
4,037
+429
+12% +$45.3K 0.09% 117
2021
Q1 		$378K Buy
3,608
+258
+8% +$25.2K 0.09% 119
2020
Q4 		$283K Buy
+3,350
New +$271K 0.08% 130

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Tectonic Advisors's CVX Position: Q1 2026 in Review

Tectonic Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 2,905 shares — an estimated $443K sold.

Tectonic Advisors first reported a position in CVX in Q4 2020 and held it in 21 quarters. The position peaked at $1.23M in Q1 2025. 4,291 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Tectonic Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Tectonic Advisors sold 2,905 Chevron shares in Q1 2026, an estimated $443K.
  • Tectonic Advisors first reported a position in Chevron in Q4 2020 and held it in 21 quarters.
  • Tectonic Advisors's Chevron position peaked at $1.23M in Q1 2025.
  • 4,291 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Tectonic Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.