44 Wealth Management’s Chevron CVX Stock Holding History

44 Wealth Management’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	$4.03M	Buy	19,460 +6,709	+53%	+$1.22M	1.41%	8
2025 Q4	$1.94M	Buy	12,751 +2,032	+19%	+$309K	0.65%	51
2025 Q3	$1.66M	Buy	10,719 +979	+10%	+$152K	0.56%	52
2025 Q2	$1.39M	Buy	9,740 +200	+2%	+$28.2K	0.49%	69
2025 Q1	$1.6M	Sell	9,540 -285	-3%	-$44.6K	0.6%	54
2024 Q4	$1.42M	Sell	9,825 -1,431	-13%	-$219K	0.55%	57
2024 Q3	$1.69M	Buy	+11,256	New	+$1.68M	0.6%	52
2023 Q2	$1.72M	Sell	10,922 -981	-8%	-$157K	0.59%	45
2023 Q1	$1.94M	Sell	11,903 -596	-5%	-$99.9K	0.66%	41
2022 Q4	$2.24M	Buy	12,499 +3	+0%	+$524	0.78%	36
2022 Q3	$1.79M	Buy	12,496 +36	+0.3%	+$5.49K	0.74%	39
2022 Q2	$1.8M	Sell	12,460 -986	-7%	-$163K	0.7%	36
2022 Q1	$2.19M	Buy	13,446 +263	+2%	+$37.7K	0.79%	32
2021 Q4	$1.55M	Buy	13,183 +459	+4%	+$52.1K	0.54%	47
2021 Q3	$1.29M	Sell	12,724 -167	-1%	-$16.7K	0.49%	52
2021 Q2	$1.35M	Buy	12,891 +262	+2%	+$27.7K	0.52%	52
2021 Q1	$1.32M	Sell	12,629 -1,006	-7%	-$98.2K	0.55%	48
2020 Q4	$1.15M	Buy	+13,635	New	+$1.1M	0.52%	41

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

44 Wealth Management's CVX Position: Q1 2026 in Review

44 Wealth Management increased its Chevron (CVX) stake by 53% in Q1 2026, buying an estimated $1.22M and bringing the position to 19,460 shares worth $4.03M. The position accounts for 1.41% of the portfolio, ranked #8.

44 Wealth Management first reported a position in CVX in Q4 2020 and has held it in 18 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

44 Wealth Management held 19,460 shares of Chevron worth $4.03M as of Q1 2026.
44 Wealth Management bought 6,709 Chevron shares in Q1 2026, an estimated $1.22M.
Chevron made up 1.41% of 44 Wealth Management's portfolio in Q1 2026, its #8 holding.
44 Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 18 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.