Values First Advisors’s Chevron CVX Stock Holding History

Values First 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 Q2	–	Sell	-1,178	Closed	-$244K	–	190
2026 Q1	$244K	Buy	+1,178	New	+$215K	0.13%	153
2025 Q1	–	Sell	-1,118	Closed	-$162K	–	192
2024 Q4	$162K	Buy	1,118 +11	+1%	+$1.68K	0.09%	176
2024 Q3	$163K	Buy	+1,107	New	+$165K	0.09%	161
2023 Q2	–	Sell	-1,044	Closed	-$170K	–	209
2023 Q1	$170K	Buy	+1,044	New	+$175K	0.11%	147

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Values First Advisors's CVX Position: Q2 2026 in Review

Values First Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,178 shares — an estimated $244K sold.

Values First Advisors first reported a position in CVX in Q1 2023 and held it in 4 quarters. The position peaked at $244K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Values First Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Values First Advisors sold 1,178 Chevron shares in Q2 2026, an estimated $244K.
Values First Advisors first reported a position in Chevron in Q1 2023 and held it in 4 quarters.
Values First Advisors's Chevron position peaked at $244K in Q1 2026.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.