CWA
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Capital Wealth Alliance’s Chevron CVX Stock Holding History

Capital Wealth Alliance’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 		$445K Buy
2,153
+2
+0.1% +$365 0.2% 59
2025
Q4 		$393K Buy
+2,151
New +$328K 0.17% 60
2024
Q3 		– Sell
-1,625
Closed -$254K – 82
2024
Q2 		$254K Buy
1,625
+1
+0.1% +$159 0.15% 82
2024
Q1 		$256K Buy
1,624
+2
+0.1% +$302 0.15% 82
2023
Q4 		$242K Sell
1,622
-60
-4% -$9.07K 0.17% 81
2023
Q3 		$284K Buy
1,682
+7
+0.4% +$1.13K 0.21% 75
2023
Q2 		$264K Buy
1,675
+6
+0.4% +$962 0.2% 85
2023
Q1 		$272K Buy
1,669
+11
+0.7% +$1.84K 0.22% 84
2022
Q4 		$298K Sell
1,658
-403
-20% -$70.3K 0.25% 83
2022
Q3 		$296K Buy
2,061
+10
+0.5% +$1.52K 0.25% 83
2022
Q2 		$296K Sell
2,051
-1,104
-35% -$182K 0.21% 95
2022
Q1 		$513K Sell
3,155
-5
-0.2% -$717 0.3% 79
2021
Q4 		$370K Buy
3,160
+1,001
+46% +$114K 0.22% 96
2021
Q3 		$236K Sell
2,159
-97
-4% -$9.68K 0.14% 120
2021
Q2 		$216K Buy
2,256
+2
+0.1% +$211 0.14% 122
2021
Q1 		$236K Buy
+2,254
New +$220K 0.16% 114
2020
Q1 		– Sell
-700
Closed -$75K – 131
2019
Q4 		$75K Buy
+700
New +$82.4K 0.06% 125

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

Capital Wealth Alliance's CVX Position: Q1 2026 in Review

Capital Wealth Alliance increased its Chevron (CVX) stake by 0.09% in Q1 2026, buying an estimated $365 and bringing the position to 2,153 shares worth $445K. The position accounts for 0.2% of the portfolio, ranked #59.

Capital Wealth Alliance first reported a position in CVX in Q4 2019 and has held it in 17 quarters since. The position peaked at $513K in Q1 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Capital Wealth Alliance held 2,153 shares of Chevron worth $445K as of Q1 2026.
  • Capital Wealth Alliance bought 2 Chevron shares in Q1 2026, an estimated $365.
  • Chevron made up 0.2% of Capital Wealth Alliance's portfolio in Q1 2026, its #59 holding.
  • Capital Wealth Alliance first reported a position in Chevron in Q4 2019 and has held it in 17 quarters since.
  • Capital Wealth Alliance's Chevron position peaked at $513K in Q1 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.