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Axis Wealth Partners’s Chevron CVX Stock Holding History

Axis Wealth Partners’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 		$347K Buy
1,676
+151
+10% +$27.5K 0.18% 126
2025
Q4 		$232K Sell
1,525
-17
-1% -$2.59K 0.13% 152
2025
Q3 		$239K Buy
1,542
+67
+5% +$10.4K 0.14% 146
2025
Q2 		$211K Sell
1,475
-170
-10% -$24K 0.14% 140
2025
Q1 		$275K Sell
1,645
-126
-7% -$19.7K 0.2% 119
2024
Q4 		$257K Buy
+1,771
New +$271K 0.22% 118

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

Axis Wealth Partners's CVX Position: Q1 2026 in Review

Axis Wealth Partners increased its Chevron (CVX) stake by 9.9% in Q1 2026, buying an estimated $27.5K and bringing the position to 1,676 shares worth $347K. The position accounts for 0.18% of the portfolio, ranked #126.

Axis Wealth Partners first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Axis Wealth Partners held 1,676 shares of Chevron worth $347K as of Q1 2026.
  • Axis Wealth Partners bought 151 Chevron shares in Q1 2026, an estimated $27.5K.
  • Chevron made up 0.18% of Axis Wealth Partners's portfolio in Q1 2026, its #126 holding.
  • Axis Wealth Partners first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.