Waterford Advisors’s Chevron CVX Stock Holding History

Waterford 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	$301K	Buy	1,429 +50	+4%	+$9.12K	0.1%	47
2025 Q4	$210K	Hold	1,379	–	–	0.08%	48
2025 Q3	$214K	Buy	+1,379	New	+$214K	0.07%	51

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 $336B AUM 34.66% 1-Year Est. Return

Waterford Advisors's CVX Position: Q1 2026 in Review

Waterford Advisors increased its Chevron (CVX) stake by 3.6% in Q1 2026, buying an estimated $9.12K and bringing the position to 1,429 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #47.

Waterford Advisors first reported a position in CVX in Q3 2025 and has held it in 3 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Waterford Advisors held 1,429 shares of Chevron worth $301K as of Q1 2026.
Waterford Advisors bought 50 Chevron shares in Q1 2026, an estimated $9.12K.
Chevron made up 0.1% of Waterford Advisors's portfolio in Q1 2026, its #47 holding.
Waterford Advisors first reported a position in Chevron in Q3 2025 and has held it in 3 quarters since.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.