AWM
CVX icon

Aviso Wealth Management’s Chevron CVX Stock Holding History

Aviso 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 		$4.41M Buy
21,332
+34
+0.2% +$6.2K 1.99% 12
2025
Q4 		$3.25M Buy
21,298
+1,367
+7% +$208K 1.36% 20
2025
Q3 		$3.1M Buy
19,931
+1,220
+7% +$189K 1.35% 19
2025
Q2 		$2.68M Buy
18,711
+3,276
+21% +$462K 1.25% 19
2025
Q1 		$2.58M Buy
15,435
+1,561
+11% +$244K 1.37% 17
2024
Q4 		$2.01M Buy
13,874
+7,695
+125% +$1.18M 1.03% 19
2024
Q3 		$910K Buy
6,179
+1,142
+23% +$170K 0.49% 55
2024
Q2 		$788K Sell
5,037
-1,554
-24% -$248K 0.47% 58
2024
Q1 		$1.04M Buy
6,591
+2,947
+81% +$445K 0.66% 41
2023
Q4 		$543K Buy
+3,644
New +$551K 0.39% 62

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

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

Aviso Wealth Management increased its Chevron (CVX) stake by 0.16% in Q1 2026, buying an estimated $6.2K and bringing the position to 21,332 shares worth $4.41M. The position accounts for 1.99% of the portfolio, ranked #12.

Aviso Wealth Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Aviso Wealth Management held 21,332 shares of Chevron worth $4.41M as of Q1 2026.
  • Aviso Wealth Management bought 34 Chevron shares in Q1 2026, an estimated $6.2K.
  • Chevron made up 1.99% of Aviso Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Aviso Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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