USA Financial Formulas’s Chevron CVX Stock Holding History

USA Financial Formulas’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	$538K	Buy	+2,598	New	+$474K	0.1%	77
2023 Q4	–	Sell	-10	Closed	-$1.69K	–	389
2023 Q3	$1.69K	Hold	10	–	–	﹤0.01%	347
2023 Q2	$1.57K	Hold	10	–	–	﹤0.01%	326
2023 Q1	$1.63K	Buy	+10	New	+$1.68K	﹤0.01%	246
2022 Q3	$15K	Sell	101 -5,507	-98%	-$840K	0.02%	104
2022 Q2	$812K	Sell	5,608 -689	-11%	-$114K	1.01%	38
2022 Q1	$1.02M	Buy	6,297 +5,548	+741%	+$796K	1.1%	29
2021 Q4	$88K	Buy	749 +600	+403%	+$68.2K	0.08%	130
2021 Q3	$15K	Sell	149 -8,807	-98%	-$878K	0.01%	230
2021 Q2	$938K	Buy	8,956 +8,943	+68,792%	+$944K	0.79%	62
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	298
2020 Q4	$1K	Buy	+13	New	+$1.05K	﹤0.01%	263
2019 Q1	–	Sell	-34	Closed	-$4K	–	178
2018 Q4	$4K	Buy	+34	New	+$3.94K	﹤0.01%	286
2018 Q3	–	Sell	-26,379	Closed	-$3.01M	–	294
2018 Q2	$3.01M	Sell	26,379 -67	-0.3%	-$8.32K	0.73%	57
2018 Q1	$3.02M	Buy	+26,446	New	+$3.16M	0.73%	58
2017 Q2	–	Sell	-40,107	Closed	-$4.31M	–	241
2017 Q1	$4.31M	Sell	40,107 -44,935	-53%	-$5.04M	1.04%	25
2016 Q4	$10M	Buy	+85,042	New	+$9.26M	2.49%	6

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

USA Financial Formulas's CVX Position: Q1 2026 in Review

USA Financial Formulas opened a new position in Chevron (CVX) in Q1 2026: 2,598 shares worth $538K. The stake represents 0.1% of the portfolio and ranks #77 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in CVX as recently as Q3 2023.

USA Financial Formulas first reported a position in CVX in Q4 2016 and has held it in 17 quarters since. The position peaked at $10M in Q4 2016. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

USA Financial Formulas held 2,598 shares of Chevron worth $538K as of Q1 2026.
Chevron was a new USA Financial Formulas position in Q1 2026.
Chevron made up 0.1% of USA Financial Formulas's portfolio in Q1 2026, its #77 holding.
USA Financial Formulas first reported a position in Chevron in Q4 2016 and has held it in 17 quarters since.
USA Financial Formulas's Chevron position peaked at $10M in Q4 2016.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.