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Compton Wealth Advisory Group’s Chevron CVX Stock Holding History

Compton Wealth Advisory 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 		$2.79M Buy
14,125
+562
+4% +$102K 0.62% 32
2025
Q4 		$2.07M Sell
13,563
-237
-2% -$36.1K 0.45% 43
2025
Q3 		$2.14M Buy
13,800
+313
+2% +$48.5K 0.5% 38
2025
Q2 		$1.93M Sell
13,487
-45
-0.3% -$6.34K 0.49% 39
2025
Q1 		$2.26M Sell
13,532
-1,659
-11% -$260K 0.63% 32
2024
Q4 		$2.2M Buy
15,191
+34
+0.2% +$5.2K 0.57% 38
2024
Q3 		$2.23M Buy
15,157
+572
+4% +$85.1K 0.56% 39
2024
Q2 		$2.28M Buy
14,585
+1,259
+9% +$201K 0.61% 35
2024
Q1 		$2.1M Buy
13,326
+287
+2% +$43.3K 0.58% 38
2023
Q4 		$1.94M Buy
13,039
+1,614
+14% +$244K 0.61% 33
2023
Q3 		$1.93M Hold
11,425
– – 0.66% 30
2023
Q2 		$1.8M Sell
11,425
-61
-0.5% -$9.78K 0.6% 34
2023
Q1 		$1.87M Sell
11,486
-60
-0.5% -$10.1K 0.65% 31
2022
Q4 		$2.07M Sell
11,546
-621
-5% -$108K 0.81% 29
2022
Q3 		$1.75M Sell
12,167
-78
-0.6% -$11.9K 0.74% 27
2022
Q2 		$1.77M Sell
12,245
-430
-3% -$71.1K 0.76% 30
2022
Q1 		$2.06M Buy
12,675
+468
+4% +$67.1K 0.8% 30
2021
Q4 		$1.43M Buy
12,207
+55
+0.5% +$6.25K 0.61% 39
2021
Q3 		$1.23M Buy
12,152
+153
+1% +$15.3K 0.58% 41
2021
Q2 		$1.26M Buy
11,999
+54
+0.5% +$5.7K 0.59% 41
2021
Q1 		$1.25M Buy
11,945
+767
+7% +$74.9K 0.72% 37
2020
Q4 		$944K Buy
11,178
+549
+5% +$44.5K 0.59% 38
2020
Q3 		$765K Buy
10,629
+457
+4% +$38.4K 0.57% 45
2020
Q2 		$908K Sell
10,172
-879
-8% -$78.7K 0.97% 33
2020
Q1 		$801K Sell
11,051
-803
-7% -$79.3K 1.04% 35
2019
Q4 		$1.43M Sell
11,854
-18
-0.2% -$2.12K 1.26% 25
2019
Q3 		$1.41M Buy
11,872
+249
+2% +$30.2K 0.77% 24
2019
Q2 		$1.45M Buy
11,623
+1
+0% +$121 0.74% 23
2019
Q1 		$1.43M Hold
11,622
– – 0.76% 22
2018
Q4 		$1.26M Buy
+11,622
New +$1.35M 0.65% 25

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

Compton Wealth Advisory Group's CVX Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its Chevron (CVX) stake by 4.1% in Q1 2026, buying an estimated $102K and bringing the position to 14,125 shares worth $2.79M. The position accounts for 0.62% of the portfolio, ranked #32.

Compton Wealth Advisory Group first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Compton Wealth Advisory Group held 14,125 shares of Chevron worth $2.79M as of Q1 2026.
  • Compton Wealth Advisory Group bought 562 Chevron shares in Q1 2026, an estimated $102K.
  • Chevron made up 0.62% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #32 holding.
  • Compton Wealth Advisory Group first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.