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Atlantic Private Wealth’s Chevron CVX Stock Holding History

Atlantic Private 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 		$43.3K Hold
209
– – 0.03% 136
2025
Q4 		$31.9K Buy
209
+9
+5% +$1.37K 0.02% 142
2025
Q3 		$31.1K Hold
200
– – 0.02% 128
2025
Q2 		$28.6K Hold
200
– – 0.02% 134
2025
Q1 		$33.5K Hold
200
– – 0.02% 131
2024
Q4 		$29K Hold
200
– – 0.02% 119
2024
Q3 		$29.5K Buy
+200
New +$29.8K 0.02% 110
2022
Q1 		– Sell
-3,407
Closed -$400K – 42
2021
Q4 		$400K Buy
+3,407
New +$387K 0.35% 23

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

Atlantic Private Wealth's CVX Position: Q1 2026 in Review

Atlantic Private Wealth held its Chevron (CVX) position steady in Q1 2026 at 209 shares worth $43.3K. The position accounts for 0.03% of the portfolio, ranked #136.

Atlantic Private Wealth first reported a position in CVX in Q4 2021 and has held it in 8 quarters since. The position peaked at $400K in Q4 2021. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Atlantic Private Wealth held 209 shares of Chevron worth $43.3K as of Q1 2026.
  • Atlantic Private Wealth left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.03% of Atlantic Private Wealth's portfolio in Q1 2026, its #136 holding.
  • Atlantic Private Wealth first reported a position in Chevron in Q4 2021 and has held it in 8 quarters since.
  • Atlantic Private Wealth's Chevron position peaked at $400K in Q4 2021.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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