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 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

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 $295B AUM 31.6% 1-Year Est. Return

Values First Advisors's CVX Position: Q1 2026 in Review

Values First Advisors opened a new position in Chevron (CVX) in Q1 2026: 1,178 shares worth $244K. The stake represents 0.13% of the portfolio and ranks #153 among its holdings. This is a return to the name: Values First Advisors previously reported a position in CVX as recently as Q4 2024.

Values First Advisors first reported a position in CVX in Q1 2023 and has held it in 4 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Values First Advisors held 1,178 shares of Chevron worth $244K as of Q1 2026.
Chevron was a new Values First Advisors position in Q1 2026.
Chevron made up 0.13% of Values First Advisors's portfolio in Q1 2026, its #153 holding.
Values First Advisors first reported a position in Chevron in Q1 2023 and has held it in 4 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.