49 Wealth Management’s Chevron CVX Stock Holding History

49 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	$1.99M	Buy	9,610 +3,388	+54%	+$618K	0.15%	45
2025 Q4	$948K	Buy	6,222 +281	+5%	+$42.8K	0.08%	76
2025 Q3	$923K	Buy	5,941 +205	+4%	+$31.7K	0.09%	64
2025 Q2	$821K	Sell	5,736 -10	-0.2%	-$1.41K	0.09%	63
2025 Q1	$961K	Buy	5,746 +1,289	+29%	+$202K	0.12%	60
2024 Q4	$646K	Buy	4,457 +403	+10%	+$61.7K	0.09%	68
2024 Q3	$597K	Buy	4,054 +1,171	+41%	+$174K	0.1%	74
2024 Q2	$451K	Buy	2,883 +346	+14%	+$55.2K	0.09%	88
2024 Q1	$404K	Buy	2,537 +1,055	+71%	+$159K	0.09%	72
2023 Q4	$221K	Buy	+1,482	New	+$224K	0.06%	105

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

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

49 Wealth Management increased its Chevron (CVX) stake by 54% in Q1 2026, buying an estimated $618K and bringing the position to 9,610 shares worth $1.99M. The position accounts for 0.15% of the portfolio, ranked #45.

49 Wealth Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

49 Wealth Management held 9,610 shares of Chevron worth $1.99M as of Q1 2026.
49 Wealth Management bought 3,388 Chevron shares in Q1 2026, an estimated $618K.
Chevron made up 0.15% of 49 Wealth Management's portfolio in Q1 2026, its #45 holding.
49 Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.