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Tobias Financial Advisors’s Chevron CVX Stock Holding History

Tobias Financial 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 		$345K Sell
1,667
-318
-16% -$58K 0.05% 101
2025
Q4 		$303K Buy
1,985
+88
+5% +$13.4K 0.04% 109
2025
Q3 		$295K Buy
+1,897
New +$294K 0.04% 100
2020
Q1 		– Sell
-462
Closed -$55K – 102
2019
Q4 		$55K Buy
+462
New +$54.4K 0.04% 92

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 $336B AUM 34.66% 1-Year Est. Return

Tobias Financial Advisors's CVX Position: Q1 2026 in Review

Tobias Financial Advisors reduced its Chevron (CVX) stake by 16% in Q1 2026, selling an estimated $58K and leaving 1,667 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #101.

Tobias Financial Advisors first reported a position in CVX in Q4 2019 and has held it in 4 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Tobias Financial Advisors held 1,667 shares of Chevron worth $345K as of Q1 2026.
  • Tobias Financial Advisors sold 318 Chevron shares in Q1 2026, an estimated $58K.
  • Chevron made up 0.05% of Tobias Financial Advisors's portfolio in Q1 2026, its #101 holding.
  • Tobias Financial Advisors first reported a position in Chevron in Q4 2019 and has held it in 4 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.