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Capstone Wealth Management Group (Pennsylvania)’s Chevron CVX Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$1.34M Buy
6,457
+1,675
+35% +$305K 0.56% 38
2025
Q4 		$729K Buy
4,782
+221
+5% +$33.7K 0.31% 44
2025
Q3 		$708K Sell
4,561
-161
-3% -$24.9K 0.3% 44
2025
Q2 		$676K Sell
4,722
-123
-3% -$17.3K 0.65% 29
2025
Q1 		$811K Sell
4,845
-1,494
-24% -$234K 0.46% 44
2024
Q4 		$918K Sell
6,339
-315
-5% -$48.2K 0.49% 47
2024
Q3 		$980K Sell
6,654
-88
-1% -$13.1K 0.58% 39
2024
Q2 		$1.05M Sell
6,742
-123
-2% -$19.6K 0.69% 36
2024
Q1 		$1.08M Sell
6,865
-2,039
-23% -$308K 0.78% 33
2023
Q4 		$1.33M Buy
8,904
+1,253
+16% +$190K 1.26% 19
2023
Q3 		$1.29M Sell
7,651
-86
-1% -$13.9K 1.34% 21
2023
Q2 		$1.22M Sell
7,737
-899
-10% -$144K 1.26% 19
2023
Q1 		$1.41M Sell
8,636
-239
-3% -$40.1K 1.56% 13
2022
Q4 		$1.59M Sell
8,875
-509
-5% -$88.8K 1.71% 15
2022
Q3 		$1.35M Sell
9,384
-551
-6% -$84K 1.72% 15
2022
Q2 		$1.44M Sell
9,935
-25
-0.3% -$4.13K 1.73% 15
2022
Q1 		$1.62M Buy
9,960
+1,171
+13% +$168K 1.62% 16
2021
Q4 		$1.03M Buy
+8,789
New +$998K 0.84% 26

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

Capstone Wealth Management Group (Pennsylvania)'s CVX Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Chevron (CVX) stake by 35% in Q1 2026, buying an estimated $305K and bringing the position to 6,457 shares worth $1.34M. The position accounts for 0.56% of the portfolio, ranked #38.

Capstone Wealth Management Group (Pennsylvania) first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q1 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 6,457 shares of Chevron worth $1.34M as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 1,675 Chevron shares in Q1 2026, an estimated $305K.
  • Chevron made up 0.56% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #38 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Chevron position peaked at $1.62M in Q1 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.