BlackDiamond Wealth Management’s Chevron CVX Stock Holding History

BlackDiamond 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	$464K	Buy	2,242 +340	+18%	+$62K	0.22%	98
2025 Q4	$347K	Buy	1,902 +162	+9%	+$24.7K	0.17%	125
2025 Q3	$270K	Sell	1,740 -510	-23%	-$79K	0.15%	134
2025 Q2	$328K	Buy	2,250 +640	+40%	+$90.2K	0.19%	105
2025 Q1	$223K	Buy	+1,610	New	+$252K	0.15%	138
2024 Q2	–	Sell	-1,305	Closed	-$206K	–	150
2024 Q1	$206K	Buy	+1,305	New	+$197K	0.15%	141
2023 Q4	–	Sell	-1,386	Closed	-$202K	–	141
2023 Q3	$202K	Buy	1,386 +76	+6%	+$12.3K	0.18%	124
2023 Q2	$213K	Buy	+1,310	New	+$210K	0.18%	120

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

BlackDiamond Wealth Management increased its Chevron (CVX) stake by 18% in Q1 2026, buying an estimated $62K and bringing the position to 2,242 shares worth $464K. The position accounts for 0.22% of the portfolio, ranked #98.

BlackDiamond Wealth Management first reported a position in CVX in Q2 2023 and has held it in 8 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

BlackDiamond Wealth Management held 2,242 shares of Chevron worth $464K as of Q1 2026.
BlackDiamond Wealth Management bought 340 Chevron shares in Q1 2026, an estimated $62K.
Chevron made up 0.22% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #98 holding.
BlackDiamond Wealth Management first reported a position in Chevron in Q2 2023 and has held it in 8 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.