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Warm Springs Advisors’s Chevron CVX Stock Holding History

Warm Springs 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 		$809K Sell
3,911
-71
-2% -$12.9K 0.69% 31
2025
Q4 		$607K Sell
3,982
-158
-4% -$24.1K 0.47% 37
2025
Q3 		$643K Buy
4,140
+229
+6% +$35.5K 0.49% 37
2025
Q2 		$560K Hold
3,911
– – 0.48% 37
2025
Q1 		$654K Buy
3,911
+212
+6% +$33.2K 0.66% 36
2024
Q4 		$536K Buy
+3,699
New +$566K 0.5% 39

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

Warm Springs Advisors's CVX Position: Q1 2026 in Review

Warm Springs Advisors reduced its Chevron (CVX) stake by 1.8% in Q1 2026, selling an estimated $12.9K and leaving 3,911 shares worth $809K. The position accounts for 0.69% of the portfolio, ranked #31.

Warm Springs Advisors first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Warm Springs Advisors held 3,911 shares of Chevron worth $809K as of Q1 2026.
  • Warm Springs Advisors sold 71 Chevron shares in Q1 2026, an estimated $12.9K.
  • Chevron made up 0.69% of Warm Springs Advisors's portfolio in Q1 2026, its #31 holding.
  • Warm Springs Advisors first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.