BWG
CVX icon

Boomfish Wealth Group’s Chevron CVX Stock Holding History

Boomfish 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 		$410K Buy
1,982
+62
+3% +$11.3K 0.22% 73
2025
Q4 		$293K Hold
1,920
– – 0.16% 80
2025
Q3 		$298K Hold
1,920
– – 0.16% 80
2025
Q2 		$275K Hold
1,920
– – 0.16% 78
2025
Q1 		$321K Sell
1,920
-80
-4% -$12.5K 0.21% 72
2024
Q4 		$290K Buy
2,000
+50
+3% +$7.65K 0.18% 82
2024
Q3 		$287K Buy
1,950
+30
+2% +$4.46K 0.18% 81
2024
Q2 		$300K Buy
+1,920
New +$306K 0.19% 80

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

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

Boomfish Wealth Group increased its Chevron (CVX) stake by 3.2% in Q1 2026, buying an estimated $11.3K and bringing the position to 1,982 shares worth $410K. The position accounts for 0.22% of the portfolio, ranked #73.

Boomfish Wealth Group first reported a position in CVX in Q2 2024 and has held it in 8 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Boomfish Wealth Group held 1,982 shares of Chevron worth $410K as of Q1 2026.
  • Boomfish Wealth Group bought 62 Chevron shares in Q1 2026, an estimated $11.3K.
  • Chevron made up 0.22% of Boomfish Wealth Group's portfolio in Q1 2026, its #73 holding.
  • Boomfish Wealth Group first reported a position in Chevron in Q2 2024 and has held it in 8 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.