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Tilia Fiduciary Partners’s Chevron CVX Stock Holding History

Tilia Fiduciary Partners’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 		$257K Buy
+1,240
New +$226K 0.14% 102
2025
Q3 		– Sell
-1,571
Closed -$225K – 117
2025
Q2 		$225K Sell
1,571
-276
-15% -$38.9K 0.14% 109
2025
Q1 		$309K Buy
1,847
+2
+0.1% +$313 0.21% 92
2024
Q4 		$267K Sell
1,845
-50
-3% -$7.65K 0.18% 95
2024
Q3 		$279K Buy
1,895
+134
+8% +$19.9K 0.19% 91
2024
Q2 		$275K Sell
1,761
-105
-6% -$16.7K 0.22% 87
2024
Q1 		$294K Sell
1,866
-33
-2% -$4.98K 0.24% 85
2023
Q4 		$283K Sell
1,899
-43
-2% -$6.5K 0.26% 85
2023
Q3 		$327K Buy
1,942
+10
+0.5% +$1.61K 0.34% 75
2023
Q2 		$304K Sell
1,932
-28
-1% -$4.49K 0.27% 79
2023
Q1 		$320K Sell
1,960
-29
-1% -$4.86K 0.3% 85
2022
Q4 		$357K Sell
1,989
-10
-0.5% -$1.75K 0.34% 80
2022
Q3 		$314K Buy
1,999
+1
+0.1% +$153 0.32% 82
2022
Q2 		$278K Buy
1,998
+607
+44% +$100K 0.27% 84
2022
Q1 		$226K Buy
1,391
+337
+32% +$48.3K 0.19% 96
2021
Q4 		$124K Buy
+1,054
New +$120K 0.1% 137

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

Tilia Fiduciary Partners's CVX Position: Q1 2026 in Review

Tilia Fiduciary Partners opened a new position in Chevron (CVX) in Q1 2026: 1,240 shares worth $257K. The stake represents 0.14% of the portfolio and ranks #102 among its holdings. This is a return to the name: Tilia Fiduciary Partners previously reported a position in CVX as recently as Q2 2025.

Tilia Fiduciary Partners first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $357K in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Tilia Fiduciary Partners held 1,240 shares of Chevron worth $257K as of Q1 2026.
  • Chevron was a new Tilia Fiduciary Partners position in Q1 2026.
  • Chevron made up 0.14% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #102 holding.
  • Tilia Fiduciary Partners first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
  • Tilia Fiduciary Partners's Chevron position peaked at $357K in Q4 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.