TSG Advice Partners’s Chevron CVX Stock Holding History

TSG Advice 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	$594K	Buy	2,870 +194	+7%	+$35.4K	0.09%	72
2025 Q4	$408K	Buy	+2,676	New	+$408K	0.06%	76

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TSG Advice Partners's CVX Position: Q1 2026 in Review

TSG Advice Partners increased its Chevron (CVX) stake by 7.2% in Q1 2026, buying an estimated $35.4K and bringing the position to 2,870 shares worth $594K. The position accounts for 0.09% of the portfolio, ranked #72.

TSG Advice Partners first reported a position in CVX in Q4 2025 and has held it in 2 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

TSG Advice Partners held 2,870 shares of Chevron worth $594K as of Q1 2026.
TSG Advice Partners bought 194 Chevron shares in Q1 2026, an estimated $35.4K.
Chevron made up 0.09% of TSG Advice Partners's portfolio in Q1 2026, its #72 holding.
TSG Advice Partners first reported a position in Chevron in Q4 2025 and has held it in 2 quarters since.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.