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VestGen Advisors’s Chevron CVX Stock Holding History

VestGen 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 		$7.33M Buy
39,440
+16,266
+70% +$2.97M 0.2% 108
2025
Q4 		$3.53M Sell
23,174
-14,661
-39% -$2.23M 0.15% 147
2025
Q3 		$5.88M Buy
37,835
+3,198
+9% +$495K 0.2% 112
2025
Q2 		$5.12M Buy
34,637
+4,219
+14% +$595K 0.2% 106
2025
Q1 		$5.09M Buy
+30,418
New +$4.76M 0.23% 95

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

VestGen Advisors's CVX Position: Q1 2026 in Review

VestGen Advisors increased its Chevron (CVX) stake by 70% in Q1 2026, buying an estimated $2.97M and bringing the position to 39,440 shares worth $7.33M. The position accounts for 0.2% of the portfolio, ranked #108.

VestGen Advisors first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • VestGen Advisors held 39,440 shares of Chevron worth $7.33M as of Q1 2026.
  • VestGen Advisors bought 16,266 Chevron shares in Q1 2026, an estimated $2.97M.
  • Chevron made up 0.2% of VestGen Advisors's portfolio in Q1 2026, its #108 holding.
  • VestGen Advisors first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.