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Balboa Wealth Partners’s Chevron CVX Stock Holding History

Balboa 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 		$1.33M Buy
6,439
+1,799
+39% +$328K 0.22% 81
2025
Q4 		$707K Buy
4,640
+17
+0.4% +$2.59K 0.12% 135
2025
Q3 		$718K Buy
4,623
+152
+3% +$23.5K 0.12% 133
2025
Q2 		$640K Buy
4,471
+916
+26% +$129K 0.13% 133
2025
Q1 		$595K Sell
3,555
-104
-3% -$16.3K 0.14% 117
2024
Q4 		$530K Sell
3,659
-2,674
-42% -$409K 0.12% 139
2024
Q3 		$933K Sell
6,333
-899
-12% -$134K 0.23% 85
2024
Q2 		$1.13M Sell
7,232
-224
-3% -$35.7K 0.3% 63
2024
Q1 		$1.18M Buy
7,456
+546
+8% +$82.4K 0.35% 53
2023
Q4 		$1.03M Buy
6,910
+3
+0% +$454 0.34% 53
2023
Q3 		$1.16M Sell
6,907
-97
-1% -$15.7K 0.44% 34
2023
Q2 		$1.1M Buy
7,004
+10
+0.1% +$1.6K 0.38% 40
2023
Q1 		$1.14M Buy
6,994
+345
+5% +$57.8K 0.43% 42
2022
Q4 		$1.19M Sell
6,649
-3,125
-32% -$545K 0.54% 42
2022
Q3 		$1.4M Buy
+9,774
New +$1.49M 0.62% 29

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

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

Balboa Wealth Partners increased its Chevron (CVX) stake by 39% in Q1 2026, buying an estimated $328K and bringing the position to 6,439 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #81.

Balboa Wealth Partners first reported a position in CVX in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.4M in Q3 2022. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Balboa Wealth Partners held 6,439 shares of Chevron worth $1.33M as of Q1 2026.
  • Balboa Wealth Partners bought 1,799 Chevron shares in Q1 2026, an estimated $328K.
  • Chevron made up 0.22% of Balboa Wealth Partners's portfolio in Q1 2026, its #81 holding.
  • Balboa Wealth Partners first reported a position in Chevron in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's Chevron position peaked at $1.4M in Q3 2022.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.