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Alaethes Wealth’s Chevron CVX Stock Holding History

Alaethes Wealth’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 		$3.66M Buy
17,697
+2,953
+20% +$538K 1.04% 24
2025
Q4 		$2.25M Sell
14,744
-465
-3% -$70.8K 0.63% 50
2025
Q3 		$2.36M Buy
15,209
+288
+2% +$44.6K 0.67% 42
2025
Q2 		$2.14M Buy
14,921
+605
+4% +$85.3K 0.64% 54
2025
Q1 		$2.39M Buy
14,316
+542
+4% +$84.8K 0.88% 36
2024
Q4 		$2M Sell
13,774
-130
-0.9% -$19.9K 0.71% 47
2024
Q3 		$2.05M Buy
13,904
+1,499
+12% +$223K 0.76% 39
2024
Q2 		$1.94M Buy
12,405
+250
+2% +$39.9K 0.8% 36
2024
Q1 		$1.92M Sell
12,155
-491
-4% -$74.1K 0.84% 42
2023
Q4 		$1.89M Buy
12,646
+287
+2% +$43.4K 0.89% 34
2023
Q3 		$2.08M Buy
12,359
+118
+1% +$19.1K 1.14% 19
2023
Q2 		$1.93M Buy
12,241
+319
+3% +$51.1K 1.06% 23
2023
Q1 		$1.95M Buy
11,922
+814
+7% +$136K 1.14% 17
2022
Q4 		$1.99M Sell
11,108
-196
-2% -$34.2K 1.37% 15
2022
Q3 		$1.62M Buy
11,304
+471
+4% +$71.8K 1.19% 20
2022
Q2 		$1.57M Sell
10,833
-846
-7% -$140K 1.16% 19
2022
Q1 		$1.9M Buy
11,679
+168
+1% +$24.1K 1.21% 16
2021
Q4 		$1.35M Buy
11,511
+742
+7% +$84.3K 0.85% 41
2021
Q3 		$1.09M Buy
10,769
+1,965
+22% +$196K 0.79% 47
2021
Q2 		$922K Buy
8,804
+1,165
+15% +$123K 0.71% 56
2021
Q1 		$800K Buy
+7,639
New +$746K 0.74% 57

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

Alaethes Wealth's CVX Position: Q1 2026 in Review

Alaethes Wealth increased its Chevron (CVX) stake by 20% in Q1 2026, buying an estimated $538K and bringing the position to 17,697 shares worth $3.66M. The position accounts for 1.04% of the portfolio, ranked #24.

Alaethes Wealth first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Alaethes Wealth held 17,697 shares of Chevron worth $3.66M as of Q1 2026.
  • Alaethes Wealth bought 2,953 Chevron shares in Q1 2026, an estimated $538K.
  • Chevron made up 1.04% of Alaethes Wealth's portfolio in Q1 2026, its #24 holding.
  • Alaethes Wealth first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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