CM Wealth Advisors’s Chevron CVX Stock Holding History

CM Wealth Advisors’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	$980K	Buy	4,737 +10	+0.2%	+$1.82K	0.21%	44
2025 Q4	$720K	Buy	4,727 +942	+25%	+$143K	0.16%	59
2025 Q3	$588K	Hold	3,785	–	–	0.16%	49
2025 Q2	$542K	Sell	3,785 -715	-16%	-$101K	0.16%	49
2025 Q1	$753K	Hold	4,500	–	–	0.24%	40
2024 Q4	$652K	Hold	4,500	–	–	0.21%	44
2024 Q3	$663K	Hold	4,500	–	–	0.21%	46
2024 Q2	$704K	Sell	4,500 -727	-14%	-$116K	0.33%	25
2024 Q1	$850K	Buy	5,227 +1,342	+35%	+$203K	0.24%	38
2023 Q4	$579K	Hold	3,885	–	–	0.25%	39
2023 Q3	$564K	Buy	3,885 +715	+23%	+$115K	0.22%	38
2023 Q2	$505K	Sell	3,170 -7,866	-71%	-$1.26M	0.17%	65
2023 Q1	$1.83M	Buy	11,036 +7,151	+184%	+$1.2M	0.35%	60
2022 Q4	$697K	Sell	3,885 -190	-5%	-$33.2K	0.36%	30
2022 Q3	$585M	Hold	4,075	–	–	0.32%	32
2022 Q2	$590K	Buy	+4,075	New	+$674K	0.36%	32

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

CM Wealth Advisors's CVX Position: Q1 2026 in Review

CM Wealth Advisors increased its Chevron (CVX) stake by 0.21% in Q1 2026, buying an estimated $1.82K and bringing the position to 4,737 shares worth $980K. The position accounts for 0.21% of the portfolio, ranked #44.

CM Wealth Advisors first reported a position in CVX in Q2 2022 and has held it in 16 quarters since. The position peaked at $585M in Q3 2022. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

CM Wealth Advisors held 4,737 shares of Chevron worth $980K as of Q1 2026.
CM Wealth Advisors bought 10 Chevron shares in Q1 2026, an estimated $1.82K.
Chevron made up 0.21% of CM Wealth Advisors's portfolio in Q1 2026, its #44 holding.
CM Wealth Advisors first reported a position in Chevron in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's Chevron position peaked at $585M in Q3 2022.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.