CWM
CVX icon

Consultiva Wealth Management’s Chevron CVX Stock Holding History

Consultiva 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 		$50.9K Hold
246
– – 0.15% 96
2025
Q4 		$37.5K Hold
246
– – 0.11% 107
2025
Q3 		$38.2K Hold
246
– – 0.11% 106
2025
Q2 		$35.2K Hold
246
– – 0.11% 110
2025
Q1 		$41.2K Buy
246
+179
+267% +$28K 0.14% 99
2024
Q4 		$9.7K Buy
+67
New +$10.3K 0.05% 129

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

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

Consultiva Wealth Management held its Chevron (CVX) position steady in Q1 2026 at 246 shares worth $50.9K. The position accounts for 0.15% of the portfolio, ranked #96.

Consultiva Wealth Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Consultiva Wealth Management held 246 shares of Chevron worth $50.9K as of Q1 2026.
  • Consultiva Wealth Management left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.15% of Consultiva Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Consultiva Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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