AWMG
CVX icon

ADG Wealth Management Group’s Chevron CVX Stock Holding History

ADG Wealth Management Group’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 		$1.68M Hold
8,112
– – 1.16% 15
2025
Q4 		$1.24M Sell
8,112
-739
-8% -$113K 0.94% 15
2025
Q3 		$1.37M Hold
8,851
– – 1.09% 14
2025
Q2 		$1.27M Hold
8,851
– – 1.08% 14
2025
Q1 		$1.48M Sell
8,851
-224
-2% -$35.1K 1.4% 13
2024
Q4 		$1.31M Buy
+9,075
New +$1.39M 1.17% 13

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

ADG Wealth Management Group's CVX Position: Q1 2026 in Review

ADG Wealth Management Group held its Chevron (CVX) position steady in Q1 2026 at 8,112 shares worth $1.68M. The position accounts for 1.16% of the portfolio, ranked #15.

ADG Wealth Management Group first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • ADG Wealth Management Group held 8,112 shares of Chevron worth $1.68M as of Q1 2026.
  • ADG Wealth Management Group left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 1.16% of ADG Wealth Management Group's portfolio in Q1 2026, its #15 holding.
  • ADG Wealth Management Group first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.