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Accretive Wealth Partners’s Chevron CVX Stock Holding History

Accretive Wealth Partners’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 		$2.22M Buy
10,725
+430
+4% +$78.4K 0.62% 44
2025
Q4 		$1.57M Buy
10,295
+262
+3% +$39.9K 0.47% 66
2025
Q3 		$1.56M Buy
10,033
+140
+1% +$21.7K 0.48% 65
2025
Q2 		$1.42M Sell
9,893
-72
-0.7% -$10.2K 0.46% 68
2025
Q1 		$1.35M Buy
9,965
+1,303
+15% +$204K 0.48% 66
2024
Q4 		$1.25M Sell
8,662
-307
-3% -$47K 0.53% 63
2024
Q3 		$1.32M Sell
8,969
-202
-2% -$30.1K 0.55% 63
2024
Q2 		$1.43M Buy
9,171
+475
+5% +$75.7K 0.6% 57
2024
Q1 		$1.39M Buy
8,696
+7,347
+545% +$1.11M 0.62% 53
2023
Q4 		$201K Hold
1,349
– – 0.1% 127
2023
Q3 		$227K Hold
1,349
– – 0.14% 113
2023
Q2 		$212K Buy
1,349
+17
+1% +$2.73K 0.13% 110
2023
Q1 		$217K Buy
+1,332
New +$223K 0.14% 109

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 $295B AUM 31.6% 1-Year Est. Return

Accretive Wealth Partners's CVX Position: Q1 2026 in Review

Accretive Wealth Partners increased its Chevron (CVX) stake by 4.2% in Q1 2026, buying an estimated $78.4K and bringing the position to 10,725 shares worth $2.22M. The position accounts for 0.62% of the portfolio, ranked #44.

Accretive Wealth Partners first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Accretive Wealth Partners held 10,725 shares of Chevron worth $2.22M as of Q1 2026.
  • Accretive Wealth Partners bought 430 Chevron shares in Q1 2026, an estimated $78.4K.
  • Chevron made up 0.62% of Accretive Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Accretive Wealth Partners first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.