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Balanced Wealth Group’s Chevron CVX Stock Holding History

Balanced Wealth Group’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 		$378K Sell
1,827
-98
-5% -$17.9K 0.14% 54
2025
Q4 		$298K Sell
1,925
-291
-13% -$44.3K 0.11% 62
2025
Q3 		$323K Hold
2,216
– – 0.14% 54
2025
Q2 		$336K Sell
2,216
-610
-22% -$86K 0.15% 54
2025
Q1 		$473K Buy
2,826
+30
+1% +$4.7K 0.23% 43
2024
Q4 		$417K Sell
2,796
-136
-5% -$20.8K 0.19% 48
2024
Q3 		$432K Sell
2,932
-238
-8% -$35.4K 0.19% 50
2024
Q2 		$496K Buy
3,170
+33
+1% +$5.26K 0.23% 48
2024
Q1 		$519K Buy
3,137
+1,464
+88% +$221K 0.23% 47
2023
Q4 		$250K Buy
+1,673
New +$253K 0.13% 57

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 $336B AUM 34.66% 1-Year Est. Return

Balanced Wealth Group's CVX Position: Q1 2026 in Review

Balanced Wealth Group reduced its Chevron (CVX) stake by 5.1% in Q1 2026, selling an estimated $17.9K and leaving 1,827 shares worth $378K. The position accounts for 0.14% of the portfolio, ranked #54.

Balanced Wealth Group first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $519K in Q1 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Balanced Wealth Group held 1,827 shares of Chevron worth $378K as of Q1 2026.
  • Balanced Wealth Group sold 98 Chevron shares in Q1 2026, an estimated $17.9K.
  • Chevron made up 0.14% of Balanced Wealth Group's portfolio in Q1 2026, its #54 holding.
  • Balanced Wealth Group first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Balanced Wealth Group's Chevron position peaked at $519K in Q1 2024.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.