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TFB Advisors’s Chevron CVX Stock Holding History

TFB 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
-1,451
Closed -$221K – 215
2025
Q4 		$221K Sell
1,451
-54
-4% -$8.22K 0.06% 288
2025
Q3 		$229K Sell
1,505
-1,104
-42% -$171K 0.07% 279
2025
Q2 		$374K Sell
2,609
-235
-8% -$33.1K 0.1% 224
2025
Q1 		$476K Buy
2,844
+4
+0.1% +$626 0.14% 176
2024
Q4 		$411K Buy
2,840
+66
+2% +$10.1K 0.12% 193
2024
Q3 		$409K Sell
2,774
-371
-12% -$55.2K 0.12% 191
2024
Q2 		$492K Buy
3,145
+298
+10% +$47.5K 0.16% 141
2024
Q1 		$454K Buy
+2,847
New +$430K 0.16% 141
2023
Q3 		– Sell
-2,940
Closed -$463K – 132
2023
Q2 		$463K Buy
2,940
+1,625
+124% +$261K 0.2% 115
2023
Q1 		$215K Sell
1,315
-85
-6% -$14.3K 0.16% 127
2022
Q4 		$251K Buy
+1,400
New +$244K 0.21% 101

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

TFB Advisors's CVX Position: Q1 2026 in Review

TFB Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 1,451 shares — an estimated $221K sold.

TFB Advisors first reported a position in CVX in Q4 2022 and held it in 11 quarters. The position peaked at $492K in Q2 2024. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • TFB Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 1,451 Chevron shares in Q1 2026, an estimated $221K.
  • TFB Advisors first reported a position in Chevron in Q4 2022 and held it in 11 quarters.
  • TFB Advisors's Chevron position peaked at $492K in Q2 2024.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.