AWM
CVX icon

AE Wealth Management’s Chevron CVX Stock Holding History

AE 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 		$72.2M Sell
349,096
-181,502
-34% -$33.1M 0.39% 61
2025
Q4 		$80.9M Buy
530,598
+59,964
+13% +$9.13M 0.46% 53
2025
Q3 		$73.1M Buy
470,634
+47,252
+11% +$7.32M 0.47% 48
2025
Q2 		$60.6M Buy
423,382
+84,493
+25% +$11.9M 0.44% 53
2025
Q1 		$56.7M Buy
338,889
+20,684
+7% +$3.24M 0.48% 50
2024
Q4 		$46.1M Buy
318,205
+17,437
+6% +$2.67M 0.39% 60
2024
Q3 		$44.3M Sell
300,768
-30,852
-9% -$4.59M 0.4% 56
2024
Q2 		$51.9M Sell
331,620
-21,777
-6% -$3.47M 0.52% 38
2024
Q1 		$55.7M Sell
353,397
-197,340
-36% -$29.8M 0.63% 28
2023
Q4 		$82.1M Buy
550,737
+86,597
+19% +$13.1M 0.42% 36
2023
Q3 		$78.3M Buy
464,140
+38,079
+9% +$6.15M 0.47% 30
2023
Q2 		$67M Sell
426,061
-111,828
-21% -$17.9M 0.4% 35
2023
Q1 		$87.8M Buy
537,889
+51,628
+11% +$8.66M 0.56% 26
2022
Q4 		$87.3M Buy
486,261
+99,262
+26% +$17.3M 0.63% 20
2022
Q3 		$55.6M Buy
386,999
+5,929
+2% +$904K 0.44% 37
2022
Q2 		$55.2M Buy
381,070
+10,812
+3% +$1.79M 0.44% 39
2022
Q1 		$60.3M Buy
370,258
+36,825
+11% +$5.28M 0.41% 48
2021
Q4 		$39.1M Sell
333,433
-9,221
-3% -$1.05M 0.27% 76
2021
Q3 		$34.8M Buy
342,654
+33,670
+11% +$3.36M 0.29% 76
2021
Q2 		$32.4M Buy
308,984
+40,645
+15% +$4.29M 0.28% 79
2021
Q1 		$28.1M Buy
268,339
+648
+0.2% +$63.3K 0.28% 81
2020
Q4 		$22.6M Buy
267,691
+30,398
+13% +$2.46M 0.26% 93
2020
Q3 		$17.1M Buy
237,293
+440
+0.2% +$37K 0.24% 92
2020
Q2 		$21.1M Buy
236,853
+48,752
+26% +$4.36M 0.33% 68
2020
Q1 		$13.6M Buy
188,101
+19,683
+12% +$1.94M 0.31% 68
2019
Q4 		$20.3M Buy
168,418
+21,166
+14% +$2.49M 0.44% 47
2019
Q3 		$17.5M Sell
147,252
-1,821
-1% -$221K 0.5% 44
2019
Q2 		$18.6M Buy
149,073
+58,180
+64% +$7.03M 0.56% 41
2019
Q1 		$11.2M Buy
90,893
+6,110
+7% +$723K 0.78% 29
2018
Q4 		$9.22M Sell
84,783
-12,241
-13% -$1.42M 1.58% 4
2018
Q3 		$11.9M Buy
97,024
+16,910
+21% +$2.05M 0.65% 34
2018
Q2 		$10.1M Buy
80,114
+8,657
+12% +$1.07M 0.69% 31
2018
Q1 		$8.15M Buy
71,457
+4,388
+7% +$525K 0.63% 32
2017
Q4 		$8.4M Sell
67,069
-4,518
-6% -$536K 0.74% 29
2017
Q3 		$8.41M Buy
71,587
+7,807
+12% +$852K 0.78% 23
2017
Q2 		$6.65M Buy
63,780
+12,474
+24% +$1.32M 0.79% 25
2017
Q1 		$5.51M Buy
51,306
+19,512
+61% +$2.19M 1.02% 16
2016
Q4 		$3.74M Buy
+31,794
New +$3.46M 1.52% 10

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

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

AE Wealth Management reduced its Chevron (CVX) stake by 34% in Q1 2026, selling an estimated $33.1M and leaving 349,096 shares worth $72.2M. The position accounts for 0.39% of the portfolio, ranked #61.

AE Wealth Management first reported a position in CVX in Q4 2016 and has held it in 38 quarters since. The position peaked at $87.8M in Q1 2023. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • AE Wealth Management held 349,096 shares of Chevron worth $72.2M as of Q1 2026.
  • AE Wealth Management sold 181,502 Chevron shares in Q1 2026, an estimated $33.1M.
  • Chevron made up 0.39% of AE Wealth Management's portfolio in Q1 2026, its #61 holding.
  • AE Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Chevron position peaked at $87.8M in Q1 2023.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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