Wallace Advisory Group, LLC / CVX
Wallace Advisory Group, LLC’s Chevron Corporation Position
Does Wallace Advisory Group, LLC own Chevron Corporation (CVX)? Yes — 41.9K shares worth $9M (+9.26% of its 13F portfolio) as of Q1 2026, down from 42.2K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
41.9K
% of Portfolio
+9.26%
Quarters Held
14
currently held
Position History CVX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 41.9K | $9M | +9.26% |
| Q4 2025 | 42.2K | $6M | +6.74% |
| Q3 2025 | 44.3K | $6M | +5.10% |
| Q2 2025 | 45.0K | $8M | +5.46% |
| Q1 2025 | 44.5K | $6M | +4.46% |
| Q4 2024 | 44.5K | $7M | +4.53% |
| Q3 2024 | 44.2K | $7M | +5.06% |
| Q2 2024 | 44.3K | $7M | +4.99% |
| Q1 2024 | 43.5K | $6M | +4.88% |
| Q4 2023 | 42.3K | $7M | +5.59% |
| Q3 2023 | 42.4K | $7M | +4.79% |
| Q2 2023 | 42.3K | $7M | +5.25% |
| Q1 2023 | 42.3K | $7M | +5.25% |
| Q4 2022 | 42.4K | $8M | +6.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wallace Advisory Group, LLC’s full portfolio or all institutional holders of CVX.