CWM
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Collaborative Wealth Management’s Chevron CVX Stock Holding History

Collaborative 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 		$203K Sell
981
-2,023
-67% -$369K 0.09% 150
2025
Q4 		$458K Buy
3,004
+1,577
+111% +$240K 0.16% 120
2025
Q3 		$222K Sell
1,427
-7
-0.5% -$1.08K 0.09% 171
2025
Q2 		$205K Buy
1,434
+10
+0.7% +$1.41K 0.09% 169
2025
Q1 		$238K Buy
1,424
+11
+0.8% +$1.72K 0.11% 147
2024
Q4 		$205K Sell
1,413
-10
-0.7% -$1.53K 0.09% 166
2024
Q3 		$210K Sell
1,423
-4
-0.3% -$595 0.09% 165
2024
Q2 		$223K Hold
1,427
– – 0.11% 150
2024
Q1 		$225K Hold
1,427
– – 0.11% 147
2023
Q4 		$213K Buy
1,427
+3
+0.2% +$454 0.12% 148
2023
Q3 		$240K Sell
1,424
-116
-8% -$18.7K 0.14% 143
2023
Q2 		$242K Sell
1,540
-21
-1% -$3.37K 0.14% 144
2023
Q1 		$255K Sell
1,561
-121
-7% -$20.3K 0.16% 141
2022
Q4 		$302K Buy
1,682
+3
+0.2% +$524 0.2% 129
2022
Q3 		$241K Sell
1,679
-104
-6% -$15.9K 0.17% 144
2022
Q2 		$258K Buy
+1,783
New +$295K 0.17% 155
2021
Q1 		$273K Buy
+1,679
New +$164K 0.16% 161

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

Collaborative Wealth Management's CVX Position: Q1 2026 in Review

Collaborative Wealth Management reduced its Chevron (CVX) stake by 67% in Q1 2026, selling an estimated $369K and leaving 981 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #150.

Collaborative Wealth Management first reported a position in CVX in Q1 2021 and has held it in 17 quarters since. The position peaked at $458K in Q4 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Collaborative Wealth Management held 981 shares of Chevron worth $203K as of Q1 2026.
  • Collaborative Wealth Management sold 2,023 Chevron shares in Q1 2026, an estimated $369K.
  • Chevron made up 0.09% of Collaborative Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Collaborative Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 17 quarters since.
  • Collaborative Wealth Management's Chevron position peaked at $458K in Q4 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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