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Consilium Wealth Advisory’s Chevron CVX Stock Holding History

Consilium Wealth Advisory’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 		$1.56M Buy
7,517
+1,753
+30% +$320K 0.53% 35
2025
Q4 		$878K Buy
5,764
+307
+6% +$46.8K 0.32% 50
2025
Q3 		$847K Buy
5,457
+235
+5% +$36.4K 0.33% 52
2025
Q2 		$748K Sell
5,222
-819
-14% -$115K 0.32% 52
2025
Q1 		$1.01M Sell
6,041
-47
-0.8% -$7.36K 0.51% 39
2024
Q4 		$882K Buy
6,088
+739
+14% +$113K 0.42% 45
2024
Q3 		$788K Buy
5,349
+236
+5% +$35.1K 0.43% 43
2024
Q2 		$800K Buy
5,113
+1,351
+36% +$215K 0.44% 43
2024
Q1 		$593K Buy
3,762
+221
+6% +$33.3K 0.33% 52
2023
Q4 		$528K Buy
3,541
+1,943
+122% +$294K 0.32% 56
2023
Q3 		$269K Sell
1,598
-4,754
-75% -$768K 0.19% 71
2023
Q2 		$1,000K Sell
6,352
-621
-9% -$99.6K 0.69% 27
2023
Q1 		$1.14M Sell
6,973
-897
-11% -$150K 0.97% 21
2022
Q4 		$1.41M Buy
7,870
+2,081
+36% +$363K 1.2% 18
2022
Q3 		$832K Sell
5,789
-304
-5% -$46.4K 0.93% 25
2022
Q2 		$882K Buy
6,093
+65
+1% +$10.7K 0.95% 29
2022
Q1 		$982K Sell
6,028
-1,852
-24% -$266K 0.7% 31
2021
Q4 		$925K Buy
+7,880
New +$895K 0.6% 43

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

Consilium Wealth Advisory's CVX Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Chevron (CVX) stake by 30% in Q1 2026, buying an estimated $320K and bringing the position to 7,517 shares worth $1.56M. The position accounts for 0.53% of the portfolio, ranked #35.

Consilium Wealth Advisory first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Consilium Wealth Advisory held 7,517 shares of Chevron worth $1.56M as of Q1 2026.
  • Consilium Wealth Advisory bought 1,753 Chevron shares in Q1 2026, an estimated $320K.
  • Chevron made up 0.53% of Consilium Wealth Advisory's portfolio in Q1 2026, its #35 holding.
  • Consilium Wealth Advisory first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.