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Atlas Private Wealth Advisors’s Chevron CVX Stock Holding History

Atlas Private Wealth Advisors’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 		$489K Sell
2,364
-515
-18% -$93.9K 0.12% 82
2025
Q4 		$439K Sell
2,879
-968
-25% -$147K 0.1% 90
2025
Q3 		$597K Sell
3,847
-2,765
-42% -$428K 0.15% 75
2025
Q2 		$946K Sell
6,612
-1,857
-22% -$262K 0.12% 86
2025
Q1 		$1.42M Sell
8,469
-3,118
-27% -$488K 0.2% 63
2024
Q4 		$1.68M Buy
11,587
+212
+2% +$32.5K 0.24% 57
2024
Q3 		$1.68M Buy
11,375
+78
+0.7% +$11.6K 0.24% 52
2024
Q2 		$1.77M Buy
11,297
+5,802
+106% +$925K 0.29% 48
2024
Q1 		$867K Sell
5,495
-6,067
-52% -$916K 0.29% 45
2023
Q4 		$1.72M Sell
11,562
-48
-0.4% -$7.26K 0.32% 41
2023
Q3 		$1.96M Buy
11,610
+2,046
+21% +$330K 0.37% 46
2023
Q2 		$1.5M Buy
9,564
+5,128
+116% +$822K 0.3% 61
2023
Q1 		$724K Sell
4,436
-332
-7% -$55.7K 0.33% 61
2022
Q4 		$856K Sell
4,768
-195
-4% -$34K 0.46% 45
2022
Q3 		$713K Buy
4,963
+254
+5% +$38.7K 0.43% 57
2022
Q2 		$682K Sell
4,709
-718
-13% -$119K 0.41% 62
2022
Q1 		$884K Sell
5,427
-7,864
-59% -$1.13M 0.39% 54
2021
Q4 		$1.56M Sell
13,291
-29
-0.2% -$3.29K 0.72% 39
2021
Q3 		$1.35M Buy
13,320
+628
+5% +$62.6K 0.71% 27
2021
Q2 		$1.33M Sell
12,692
-25
-0.2% -$2.64K 0.72% 26
2021
Q1 		$1.33M Buy
12,717
+977
+8% +$95.4K 0.74% 27
2020
Q4 		$991K Buy
11,740
+1,923
+20% +$156K 0.66% 32
2020
Q3 		$707K Buy
9,817
+971
+11% +$81.7K 0.59% 37
2020
Q2 		$789K Buy
+8,846
New +$792K 0.7% 30

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

Atlas Private Wealth Advisors's CVX Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its Chevron (CVX) stake by 18% in Q1 2026, selling an estimated $93.9K and leaving 2,364 shares worth $489K. The position accounts for 0.12% of the portfolio, ranked #82.

Atlas Private Wealth Advisors first reported a position in CVX in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.96M in Q3 2023. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Atlas Private Wealth Advisors held 2,364 shares of Chevron worth $489K as of Q1 2026.
  • Atlas Private Wealth Advisors sold 515 Chevron shares in Q1 2026, an estimated $93.9K.
  • Chevron made up 0.12% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #82 holding.
  • Atlas Private Wealth Advisors first reported a position in Chevron in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's Chevron position peaked at $1.96M in Q3 2023.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.