AWM
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Ariadne Wealth Management’s Chevron CVX Stock Holding History

Ariadne 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 		$286K Buy
1,384
+3
+0.2% +$547 0.13% 177
2025
Q4 		$252K Sell
1,381
-136
-9% -$20.7K 0.1% 203
2025
Q3 		$236K Buy
+1,517
New +$235K 0.11% 207

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

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

Ariadne Wealth Management increased its Chevron (CVX) stake by 0.22% in Q1 2026, buying an estimated $547 and bringing the position to 1,384 shares worth $286K. The position accounts for 0.13% of the portfolio, ranked #177.

Ariadne Wealth Management first reported a position in CVX in Q3 2025 and has held it in 3 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Ariadne Wealth Management held 1,384 shares of Chevron worth $286K as of Q1 2026.
  • Ariadne Wealth Management bought 3 Chevron shares in Q1 2026, an estimated $547.
  • Chevron made up 0.13% of Ariadne Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Ariadne Wealth Management first reported a position in Chevron in Q3 2025 and has held it in 3 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.