Chung Wu Investment Group’s Chevron CVX Stock Holding History

Chung Wu Investment Group’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	$1.16M	Buy	5,620 +2,000	+55%	+$365K	1%	23
2025 Q4	$552K	Sell	3,620 -350	-9%	-$53.3K	0.45%	48
2025 Q3	$617K	Sell	3,970 -850	-18%	-$132K	0.51%	42
2025 Q2	$690K	Buy	4,820 +1,920	+66%	+$271K	0.72%	31
2025 Q1	$485K	Buy	+2,900	New	+$454K	0.58%	37

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Chung Wu Investment Group's CVX Position: Q1 2026 in Review

Chung Wu Investment Group increased its Chevron (CVX) stake by 55% in Q1 2026, buying an estimated $365K and bringing the position to 5,620 shares worth $1.16M. The position accounts for 1% of the portfolio, ranked #23.

Chung Wu Investment Group first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Chung Wu Investment Group held 5,620 shares of Chevron worth $1.16M as of Q1 2026.
Chung Wu Investment Group bought 2,000 Chevron shares in Q1 2026, an estimated $365K.
Chevron made up 1% of Chung Wu Investment Group's portfolio in Q1 2026, its #23 holding.
Chung Wu Investment Group first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.