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Cabot Wealth Management’s Chevron CVX Stock Holding History

Cabot 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 		$614K Hold
2,968
– – 0.07% 97
2025
Q4 		$452K Hold
2,968
– – 0.05% 105
2025
Q3 		$461K Hold
2,968
– – 0.05% 108
2025
Q2 		$425K Hold
2,968
– – 0.05% 104
2025
Q1 		$497K Hold
2,968
– – 0.06% 97
2024
Q4 		$430K Hold
2,968
– – 0.05% 101
2024
Q3 		$437K Hold
2,968
– – 0.05% 105
2024
Q2 		$464K Hold
2,968
– – 0.06% 111
2024
Q1 		$468K Hold
2,968
– – 0.06% 116
2023
Q4 		$443K Hold
2,968
– – 0.06% 117
2023
Q3 		$500K Hold
2,968
– – 0.08% 110
2023
Q2 		$467K Sell
2,968
-31
-1% -$4.97K 0.07% 114
2023
Q1 		$489K Buy
2,999
+31
+1% +$5.2K 0.08% 109
2022
Q4 		$533K Hold
2,968
– – 0.09% 107
2022
Q3 		$426K Sell
2,968
-448
-13% -$68.3K 0.07% 117
2022
Q2 		$495K Buy
3,416
+3
+0.1% +$496 0.08% 117
2022
Q1 		$556K Sell
3,413
-154
-4% -$22.1K 0.07% 116
2021
Q4 		$419K Buy
3,567
+25
+0.7% +$2.84K 0.05% 128
2021
Q3 		$359K Sell
3,542
-638
-15% -$63.6K 0.05% 131
2021
Q2 		$438K Hold
4,180
– – 0.06% 122
2021
Q1 		$438K Buy
4,180
+7
+0.2% +$684 0.06% 117
2020
Q4 		$352K Sell
4,173
-596
-12% -$48.3K 0.05% 119
2020
Q3 		$343K Sell
4,769
-96
-2% -$8.07K 0.06% 109
2020
Q2 		$434K Buy
4,865
+107
+2% +$9.58K 0.09% 98
2020
Q1 		$345K Buy
4,758
+13
+0.3% +$1.28K 0.08% 96
2019
Q4 		$572K Sell
4,745
-296
-6% -$34.9K 0.11% 90
2019
Q3 		$598K Buy
5,041
+5
+0.1% +$607 0.13% 93
2019
Q2 		$627K Buy
5,036
+5
+0.1% +$605 0.13% 92
2019
Q1 		$620K Buy
5,031
+5
+0.1% +$592 0.14% 91
2018
Q4 		$547K Buy
5,026
+5
+0.1% +$579 0.13% 91
2018
Q3 		$614K Sell
5,021
-245
-5% -$29.7K 0.13% 86
2018
Q2 		$666K Buy
5,266
+254
+5% +$31.5K 0.15% 84
2018
Q1 		$572K Buy
5,012
+5
+0.1% +$598 0.13% 88
2017
Q4 		$627K Sell
5,007
-210
-4% -$24.9K 0.14% 88
2017
Q3 		$613K Buy
5,217
+491
+10% +$53.6K 0.14% 88
2017
Q2 		$493K Hold
4,726
– – 0.11% 96
2017
Q1 		$507K Hold
4,726
– – 0.12% 97
2016
Q4 		$556K Buy
4,726
+214
+5% +$23.3K 0.15% 101
2016
Q3 		$464K Hold
4,512
– – 0.12% 110
2016
Q2 		$473K Sell
4,512
-100
-2% -$10.1K 0.12% 112
2016
Q1 		$440K Sell
4,612
-356
-7% -$31.1K 0.12% 108
2015
Q4 		$447K Sell
4,968
-1,557
-24% -$140K 0.11% 116
2015
Q3 		$515K Sell
6,525
-318
-5% -$26.8K 0.14% 106
2015
Q2 		$660K Buy
6,843
+4
+0.1% +$420 0.16% 103
2015
Q1 		$718K Buy
6,839
+5
+0.1% +$534 0.17% 105
2014
Q4 		$767K Buy
6,834
+4
+0.1% +$454 0.19% 104
2014
Q3 		$815K Sell
6,830
-99
-1% -$12.6K 0.21% 105
2014
Q2 		$905K Sell
6,929
-11,717
-63% -$1.46M 0.23% 100
2014
Q1 		$2.22M Sell
18,646
-12,365
-40% -$1.44M 0.58% 81
2013
Q4 		$3.87M Sell
31,011
-2,444
-7% -$295K 1.01% 37
2013
Q3 		$4.07M Buy
33,455
+933
+3% +$115K 1.22% 18
2013
Q2 		$3.85M Buy
+32,522
New +$3.93M 1.32% 13

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

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

Cabot Wealth Management held its Chevron (CVX) position steady in Q1 2026 at 2,968 shares worth $614K. The position accounts for 0.07% of the portfolio, ranked #97.

Cabot Wealth Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.07M in Q3 2013. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cabot Wealth Management held 2,968 shares of Chevron worth $614K as of Q1 2026.
  • Cabot Wealth Management left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.07% of Cabot Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Cabot Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Cabot Wealth Management's Chevron position peaked at $4.07M in Q3 2013.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.