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Theory Financial’s Chevron CVX Stock Holding History

Theory Financial’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 		$378K Sell
1,828
-575
-24% -$105K 0.13% 78
2025
Q4 		$403K Sell
2,403
-82
-3% -$12.5K 0.14% 78
2025
Q3 		$384K Hold
2,485
– – 0.14% 71
2025
Q2 		$377K Buy
2,485
+20
+0.8% +$2.82K 0.14% 69
2025
Q1 		$412K Buy
2,465
+388
+19% +$60.7K 0.17% 61
2024
Q4 		$301K Buy
2,077
+200
+11% +$30.6K 0.13% 66
2024
Q3 		$279K Hold
1,877
– – 0.12% 58
2024
Q2 		$294K Sell
1,877
-26
-1% -$4.15K 0.14% 59
2024
Q1 		$300K Hold
1,903
– – 0.15% 61
2023
Q4 		$284K Hold
1,903
– – 0.15% 61
2023
Q3 		$321K Buy
+1,903
New +$307K 0.19% 56

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

Theory Financial's CVX Position: Q1 2026 in Review

Theory Financial reduced its Chevron (CVX) stake by 24% in Q1 2026, selling an estimated $105K and leaving 1,828 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #78.

Theory Financial first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. The position peaked at $412K in Q1 2025. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Theory Financial held 1,828 shares of Chevron worth $378K as of Q1 2026.
  • Theory Financial sold 575 Chevron shares in Q1 2026, an estimated $105K.
  • Chevron made up 0.13% of Theory Financial's portfolio in Q1 2026, its #78 holding.
  • Theory Financial first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • Theory Financial's Chevron position peaked at $412K in Q1 2025.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Theory Financial's 13F filing for Q1 2026, filed 5 May 2026.