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Aspen Wealth Strategies’s Chevron CVX Stock Holding History

Aspen Wealth Strategies’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 		$1.77M Buy
8,534
+91
+1% +$16.6K 0.94% 23
2025
Q4 		$1.29M Buy
8,443
+2
+0% +$305 0.7% 26
2025
Q3 		$1.31M Buy
8,441
+358
+4% +$55.4K 0.73% 24
2025
Q2 		$1.16M Sell
8,083
-94
-1% -$13.3K 0.7% 22
2025
Q1 		$1.37M Sell
8,177
-61
-0.7% -$9.55K 0.9% 21
2024
Q4 		$1.19M Buy
8,238
+48
+0.6% +$7.35K 0.76% 22
2024
Q3 		$1.21M Buy
8,190
+441
+6% +$65.6K 0.78% 20
2024
Q2 		$1.25M Sell
7,749
-133
-2% -$21.2K 0.87% 19
2024
Q1 		$1.24M Buy
7,882
+1,638
+26% +$247K 0.86% 21
2023
Q4 		$931K Sell
6,244
-14
-0.2% -$2.12K 0.68% 29
2023
Q3 		$1.06M Buy
6,258
+128
+2% +$20.7K 0.82% 20
2023
Q2 		$965K Buy
6,130
+4,056
+196% +$650K 0.73% 19
2023
Q1 		$338K Buy
2,074
+117
+6% +$19.6K 0.26% 54
2022
Q4 		$351K Buy
+1,957
New +$342K 0.28% 49

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

Aspen Wealth Strategies's CVX Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Chevron (CVX) stake by 1.1% in Q1 2026, buying an estimated $16.6K and bringing the position to 8,534 shares worth $1.77M. The position accounts for 0.94% of the portfolio, ranked #23.

Aspen Wealth Strategies first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Aspen Wealth Strategies held 8,534 shares of Chevron worth $1.77M as of Q1 2026.
  • Aspen Wealth Strategies bought 91 Chevron shares in Q1 2026, an estimated $16.6K.
  • Chevron made up 0.94% of Aspen Wealth Strategies's portfolio in Q1 2026, its #23 holding.
  • Aspen Wealth Strategies first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.