AWM
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Avaii Wealth Management’s Chevron CVX Stock Holding History

Avaii 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 		$439K Sell
2,120
-43,372
-95% -$7.91M 0.15% 83
2025
Q4 		$6.93M Buy
45,492
+533
+1% +$81.2K 2.51% 16
2025
Q3 		$6.98M Buy
44,959
+42,774
+1,958% +$6.62M 2.66% 14
2025
Q2 		$313K Buy
+2,185
New +$308K 0.14% 93
2024
Q2 		– Sell
-1,332
Closed -$210K – 146
2024
Q1 		$210K Sell
1,332
-12
-0.9% -$1.81K 0.12% 134
2023
Q4 		$200K Sell
1,344
-167
-11% -$25.3K 0.13% 138
2023
Q3 		$255K Buy
1,511
+101
+7% +$16.3K 0.19% 111
2023
Q2 		$222K Sell
1,410
-418
-23% -$67K 0.17% 132
2023
Q1 		$298K Buy
1,828
+319
+21% +$53.5K 0.26% 92
2022
Q4 		$271K Buy
+1,509
New +$263K 0.24% 97

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

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

Avaii Wealth Management reduced its Chevron (CVX) stake by 95% in Q1 2026, selling an estimated $7.91M and leaving 2,120 shares worth $439K. The position accounts for 0.15% of the portfolio, ranked #83.

Avaii Wealth Management first reported a position in CVX in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.98M in Q3 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Avaii Wealth Management held 2,120 shares of Chevron worth $439K as of Q1 2026.
  • Avaii Wealth Management sold 43,372 Chevron shares in Q1 2026, an estimated $7.91M.
  • Chevron made up 0.15% of Avaii Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Avaii Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 10 quarters since.
  • Avaii Wealth Management's Chevron position peaked at $6.98M in Q3 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.