AWM
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Angeles Wealth Management’s Chevron CVX Stock Holding History

Angeles 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 		$3.27M Buy
15,785
+2,694
+21% +$491K 0.18% 56
2025
Q4 		$2M Buy
13,091
+2,273
+21% +$346K 0.11% 77
2025
Q3 		$1.68M Buy
10,818
+1,221
+13% +$189K 0.1% 76
2025
Q2 		$1.37M Sell
9,597
-676
-7% -$95.3K 0.09% 77
2025
Q1 		$1.72M Buy
10,273
+452
+5% +$70.8K 0.14% 57
2024
Q4 		$1.42M Buy
9,821
+1,848
+23% +$283K 0.12% 64
2024
Q3 		$1.17M Buy
7,973
+429
+6% +$63.9K 0.1% 68
2024
Q2 		$1.18M Buy
7,544
+1,982
+36% +$316K 0.11% 65
2024
Q1 		$877K Buy
5,562
+201
+4% +$30.3K 0.09% 81
2023
Q4 		$800K Buy
5,361
+72
+1% +$10.9K 0.1% 82
2023
Q3 		$892K Sell
5,289
-41
-0.8% -$6.62K 0.13% 66
2023
Q2 		$839K Buy
5,330
+342
+7% +$54.8K 0.11% 78
2023
Q1 		$814K Buy
4,988
+251
+5% +$42.1K 0.12% 86
2022
Q4 		$850K Buy
4,737
+1,053
+29% +$184K 0.15% 80
2022
Q3 		$529K Buy
3,684
+723
+24% +$110K 0.1% 93
2022
Q2 		$429K Buy
2,961
+220
+8% +$36.4K 0.09% 111
2022
Q1 		$446K Buy
+2,741
New +$393K 0.08% 113

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

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

Angeles Wealth Management increased its Chevron (CVX) stake by 21% in Q1 2026, buying an estimated $491K and bringing the position to 15,785 shares worth $3.27M. The position accounts for 0.18% of the portfolio, ranked #56.

Angeles Wealth Management first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Angeles Wealth Management held 15,785 shares of Chevron worth $3.27M as of Q1 2026.
  • Angeles Wealth Management bought 2,694 Chevron shares in Q1 2026, an estimated $491K.
  • Chevron made up 0.18% of Angeles Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Angeles Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.