Vident Advisory’s Chevron CVX Stock Holding History

Vident Advisory’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	$15.4M	Buy	74,499 +19,477	+35%	+$3.55M	0.13%	137
2025 Q4	$8.39M	Sell	55,022 -2,696	-5%	-$411K	0.08%	223
2025 Q3	$8.96M	Sell	57,718 -3,636	-6%	-$563K	0.09%	213
2025 Q2	$8.79M	Sell	61,354 -10,312	-14%	-$1.45M	0.1%	180
2025 Q1	$12M	Sell	71,666 -168,535	-70%	-$26.4M	0.18%	110
2024 Q4	$34.8M	Buy	240,201 +119,757	+99%	+$18.3M	0.61%	32
2024 Q3	$17.7M	Buy	120,444 +15,635	+15%	+$2.33M	0.45%	45
2024 Q2	$16.4M	Buy	104,809 +4,493	+4%	+$716K	0.45%	45
2024 Q1	$15.8M	Buy	100,316 +1,363	+1%	+$206K	0.33%	83
2023 Q4	$14.8M	Sell	98,953 -3,395	-3%	-$513K	0.37%	69
2023 Q3	$17.3M	Buy	+102,348	New	+$16.5M	0.53%	35

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

Vident Advisory's CVX Position: Q1 2026 in Review

Vident Advisory increased its Chevron (CVX) stake by 35% in Q1 2026, buying an estimated $3.55M and bringing the position to 74,499 shares worth $15.4M. The position accounts for 0.13% of the portfolio, ranked #137.

Vident Advisory first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. The position peaked at $34.8M in Q4 2024. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Vident Advisory held 74,499 shares of Chevron worth $15.4M as of Q1 2026.
Vident Advisory bought 19,477 Chevron shares in Q1 2026, an estimated $3.55M.
Chevron made up 0.13% of Vident Advisory's portfolio in Q1 2026, its #137 holding.
Vident Advisory first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's Chevron position peaked at $34.8M in Q4 2024.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.