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Cherry Tree Wealth Management’s Chevron CVX Stock Holding History

Cherry Tree 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 		$99.7K Hold
482
– – 0.02% 210
2025
Q4 		$73.5K Sell
482
-130
-21% -$19.8K 0.02% 236
2025
Q3 		$95K Hold
612
– – 0.02% 219
2025
Q2 		$87.6K Sell
612
-49
-7% -$6.91K 0.02% 228
2025
Q1 		$111K Buy
661
+36
+6% +$5.64K 0.03% 204
2024
Q4 		$90.5K Sell
625
-25
-4% -$3.83K 0.02% 218
2024
Q3 		$95.7K Hold
650
– – 0.02% 219
2024
Q2 		$102K Sell
650
-15
-2% -$2.39K 0.03% 203
2024
Q1 		$105K Buy
665
+40
+6% +$6.04K 0.03% 202
2023
Q4 		$93.2K Hold
625
– – 0.02% 202
2023
Q3 		$105K Hold
625
– – 0.03% 182
2023
Q2 		$98.3K Buy
+625
New +$100K 0.03% 192

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 $336B AUM 34.66% 1-Year Est. Return

Cherry Tree Wealth Management's CVX Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Chevron (CVX) position steady in Q1 2026 at 482 shares worth $99.7K. The position accounts for 0.02% of the portfolio, ranked #210.

Cherry Tree Wealth Management first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. The position peaked at $111K in Q1 2025. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cherry Tree Wealth Management held 482 shares of Chevron worth $99.7K as of Q1 2026.
  • Cherry Tree Wealth Management left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #210 holding.
  • Cherry Tree Wealth Management first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Chevron position peaked at $111K in Q1 2025.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.