Carson Wealth (CWM LLC)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82.5M | Buy |
398,906
+39,097
| +11% | +$7.13M | 0.22% | 90 |
|
|
2025
Q4 | $54.8M | Buy |
359,809
+4,522
| +1% | +$689K | 0.15% | 131 |
|
|
2025
Q3 | $55.2M | Buy |
355,287
+57,683
| +19% | +$8.93M | 0.17% | 120 |
|
|
2025
Q2 | $42.6M | Buy |
297,604
+1,749
| +0.6% | +$247K | 0.15% | 128 |
|
|
2025
Q1 | $49.5M | Buy |
295,855
+15,352
| +5% | +$2.4M | 0.2% | 105 |
|
|
2024
Q4 | $40.6M | Buy |
280,503
+23,798
| +9% | +$3.64M | 0.17% | 109 |
|
|
2024
Q3 | $37.8M | Buy |
256,705
+10,337
| +4% | +$1.54M | 0.16% | 121 |
|
|
2024
Q2 | $38.5M | Sell |
246,368
-13,677
| -5% | -$2.18M | 0.18% | 116 |
|
|
2024
Q1 | $41M | Buy |
260,045
+16,529
| +7% | +$2.49M | 0.2% | 100 |
|
|
2023
Q4 | $36.3M | Buy |
243,516
+28,448
| +13% | +$4.3M | 0.2% | 99 |
|
|
2023
Q3 | $36.3M | Buy |
215,068
+20,246
| +10% | +$3.27M | 0.22% | 86 |
|
|
2023
Q2 | $30.7M | Buy |
194,822
+19,154
| +11% | +$3.07M | 0.19% | 103 |
|
|
2023
Q1 | $28.7M | Buy |
175,668
+23,033
| +15% | +$3.86M | 0.19% | 107 |
|
|
2022
Q4 | $27.4M | Buy |
152,635
+19,031
| +14% | +$3.32M | 0.2% | 105 |
|
|
2022
Q3 | $19.2M | Buy |
133,604
+4,241
| +3% | +$647K | 0.15% | 132 |
|
|
2022
Q2 | $18.7M | Sell |
129,363
-17,344
| -12% | -$2.87M | 0.15% | 137 |
|
|
2022
Q1 | $23.9M | Sell |
146,707
-12,479
| -8% | -$1.79M | 0.17% | 121 |
|
|
2021
Q4 | $18.7M | Buy |
+159,186
| New | +$18.1M | 0.13% | 153 |
|
|
2021
Q2 | $11.3M | Hold |
108,074
| – | – | 0.09% | 189 |
|
|
2021
Q1 | $11.3M | Hold |
108,074
| – | – | 0.09% | 189 |
|
|
2020
Q4 | $11.3M | Hold |
108,074
| – | – | 0.09% | 189 |
|
|
2020
Q3 | $11.3M | Hold |
108,074
| – | – | 0.09% | 189 |
|
|
2020
Q2 | $11.3M | Hold |
108,074
| – | – | 0.09% | 189 |
|
|
2020
Q1 | $11.3M | Hold |
108,074
| – | – | 0.09% | 189 |
|
|
2019
Q4 | $11.3M | Hold |
108,074
| – | – | 0.09% | 189 |
|
|
2019
Q3 | $11.3M | Hold |
108,074
| – | – | 0.09% | 189 |
|
|
2019
Q2 | $11.3M | Hold |
108,074
| – | – | 0.09% | 189 |
|
|
2019
Q1 | $11.3M | Buy |
108,074
+84,067
| +350% | +$9.95M | 0.09% | 189 |
|
|
2018
Q4 | $2.61M | Buy |
24,007
+4,056
| +20% | +$470K | 0.07% | 246 |
|
|
2018
Q3 | $2.44M | Buy |
19,951
+1,934
| +11% | +$235K | 0.06% | 238 |
|
|
2018
Q2 | $2.28M | Buy |
18,017
+6,626
| +58% | +$823K | 0.08% | 204 |
|
|
2018
Q1 | $1.3M | Sell |
11,391
-1,577
| -12% | -$189K | 0.05% | 209 |
|
|
2017
Q4 | $1.62M | Sell |
12,968
-152,895
| -92% | -$18.1M | 0.07% | 194 |
|
|
2017
Q3 | $19.5M | Sell |
165,863
-3,141
| -2% | -$343K | 0.92% | 33 |
|
|
2017
Q2 | $17.6M | Sell |
169,004
-13,092
| -7% | -$1.39M | 0.9% | 33 |
|
|
2017
Q1 | $19.6M | Buy |
182,096
+15,580
| +9% | +$1.75M | 1.11% | 30 |
|
|
2016
Q4 | $19.6M | Buy |
166,516
+16,039
| +11% | +$1.75M | 1.2% | 28 |
|
|
2016
Q3 | $15.5M | Buy |
150,477
+24,697
| +20% | +$2.52M | 1.07% | 29 |
|
|
2016
Q2 | $13.2M | Buy |
125,780
+26,896
| +27% | +$2.71M | 0.96% | 34 |
|
|
2016
Q1 | $9.43M | Buy |
98,884
+93,147
| +1,624% | +$8.15M | 0.83% | 45 |
|
|
2015
Q4 | $516K | Sell |
5,737
-339
| -6% | -$30.6K | 0.05% | 175 |
|
|
2015
Q3 | $479K | Sell |
6,076
-50,696
| -89% | -$4.27M | 0.05% | 158 |
|
|
2015
Q2 | $5.48M | Buy |
56,772
+6,602
| +13% | +$693K | 0.53% | 80 |
|
|
2015
Q1 | $5.27M | Buy |
50,170
+17,373
| +53% | +$1.85M | 0.53% | 72 |
|
|
2014
Q4 | $3.68M | Buy |
32,797
+19,800
| +152% | +$2.25M | 0.45% | 88 |
|
|
2014
Q3 | $1.55M | Buy |
12,997
+7,500
| +136% | +$957K | 0.23% | 109 |
|
|
2014
Q2 | $718K | Buy |
5,497
+1,151
| +26% | +$143K | 0.13% | 103 |
|
|
2014
Q1 | $517K | Sell |
4,346
-467
| -10% | -$54.3K | 0.07% | 107 |
|
|
2013
Q4 | $601K | Buy |
4,813
+20
| +0.4% | +$2.42K | 0.09% | 128 |
|
|
2013
Q3 | $582K | Buy |
+4,793
| New | +$589K | 0.15% | 95 |
|
Other funds holding CVX
VCM
VPM
Carson Wealth (CWM LLC)'s CVX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Chevron (CVX) stake by 11% in Q1 2026, buying an estimated $7.13M and bringing the position to 398,906 shares worth $82.5M. The position accounts for 0.22% of the portfolio, ranked #90.
Carson Wealth (CWM LLC) first reported a position in CVX in Q3 2013 and has held it in 50 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Carson Wealth (CWM LLC) held 398,906 shares of Chevron worth $82.5M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 39,097 Chevron shares in Q1 2026, an estimated $7.13M.
- Chevron made up 0.22% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #90 holding.
- Carson Wealth (CWM LLC) first reported a position in Chevron in Q3 2013 and has held it in 50 quarters since.
- 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.