Alpine Bank Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.08M Buy
10,036
+2
+0% +$365 0.3% 52
2025
Q4
$1.53M Sell
10,034
-569
-5% -$86.7K 0.22% 62
2025
Q3
$1.65M Buy
10,603
+16
+0.2% +$2.48K 0.23% 56
2025
Q2
$1.52M Buy
10,587
+594
+6% +$83.7K 0.23% 58
2025
Q1
$1.67M Buy
+9,993
New +$1.56M 0.27% 54
2024
Q3
$1.49M Buy
+10,107
New +$1.5M 0.24% 58

Other funds holding CVX

Alpine Bank Wealth Management's CVX Position: Q1 2026 in Review

Alpine Bank Wealth Management increased its Chevron (CVX) stake by 0.02% in Q1 2026, buying an estimated $365 and bringing the position to 10,036 shares worth $2.08M. The position accounts for 0.3% of the portfolio, ranked #52.

Alpine Bank Wealth Management first reported a position in CVX in Q3 2024 and has held it in 6 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Alpine Bank Wealth Management held 10,036 shares of Chevron worth $2.08M as of Q1 2026.
  • Alpine Bank Wealth Management bought 2 Chevron shares in Q1 2026, an estimated $365.
  • Chevron made up 0.3% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Alpine Bank Wealth Management first reported a position in Chevron in Q3 2024 and has held it in 6 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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