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Adams Wealth Management’s Chevron CVX Stock Holding History

Adams 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 		$346K Buy
1,674
+48
+3% +$8.75K 0.08% 113
2025
Q4 		$248K Buy
1,626
+61
+4% +$9.29K 0.05% 154
2025
Q3 		$243K Sell
1,565
-347
-18% -$53.7K 0.05% 159
2025
Q2 		$274K Buy
+1,912
New +$270K 0.05% 139
2020
Q4 		– Sell
-145
Closed -$10K – 131
2020
Q3 		$10K Buy
+145
New +$12.2K 0.01% 183
2020
Q1 		– Sell
-8,599
Closed -$1.04M – 73
2019
Q4 		$1.04M Buy
+8,599
New +$1.01M 0.87% 33

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

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

Adams Wealth Management increased its Chevron (CVX) stake by 3% in Q1 2026, buying an estimated $8.75K and bringing the position to 1,674 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #113.

Adams Wealth Management first reported a position in CVX in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2019. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Adams Wealth Management held 1,674 shares of Chevron worth $346K as of Q1 2026.
  • Adams Wealth Management bought 48 Chevron shares in Q1 2026, an estimated $8.75K.
  • Chevron made up 0.08% of Adams Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Adams Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 6 quarters since.
  • Adams Wealth Management's Chevron position peaked at $1.04M in Q4 2019.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.