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Consilio Wealth Advisors’s Chevron CVX Stock Holding History

Consilio 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 		$320K Buy
1,545
+97
+7% +$17.7K 0.09% 69
2025
Q4 		$221K Buy
1,448
+13
+0.9% +$1.98K 0.06% 90
2025
Q3 		$223K Buy
+1,435
New +$222K 0.07% 87
2025
Q2 		– Sell
-1,567
Closed -$262K – 86
2025
Q1 		$262K Buy
1,567
+167
+12% +$26.1K 0.11% 57
2024
Q4 		$203K Buy
+1,400
New +$214K 0.08% 70
2024
Q3 		– Sell
-1,390
Closed -$217K – 75
2024
Q2 		$217K Buy
1,390
+72
+5% +$11.5K 0.1% 58
2024
Q1 		$208K Buy
+1,318
New +$199K 0.1% 60

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

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

Consilio Wealth Advisors increased its Chevron (CVX) stake by 6.7% in Q1 2026, buying an estimated $17.7K and bringing the position to 1,545 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #69.

Consilio Wealth Advisors first reported a position in CVX in Q1 2024 and has held it in 7 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Consilio Wealth Advisors held 1,545 shares of Chevron worth $320K as of Q1 2026.
  • Consilio Wealth Advisors bought 97 Chevron shares in Q1 2026, an estimated $17.7K.
  • Chevron made up 0.09% of Consilio Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Consilio Wealth Advisors first reported a position in Chevron in Q1 2024 and has held it in 7 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.