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Copia Wealth Management’s Chevron CVX Stock Holding History

Copia 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 		$120K Sell
579
-3
-0.5% -$547 0.08% 133
2025
Q4 		$88.7K Sell
582
-28
-5% -$4.26K 0.06% 155
2025
Q3 		$94.7K Buy
610
+61
+11% +$9.45K 0.07% 136
2025
Q2 		$78.6K Buy
549
+11
+2% +$1.55K 0.07% 136
2025
Q1 		$90K Sell
538
-426
-44% -$66.7K 0.08% 126
2024
Q4 		$140K Buy
+964
New +$148K 0.13% 97

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

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

Copia Wealth Management reduced its Chevron (CVX) stake by 0.52% in Q1 2026, selling an estimated $547 and leaving 579 shares worth $120K. The position accounts for 0.08% of the portfolio, ranked #133.

Copia Wealth Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $140K in Q4 2024. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Copia Wealth Management held 579 shares of Chevron worth $120K as of Q1 2026.
  • Copia Wealth Management sold 3 Chevron shares in Q1 2026, an estimated $547.
  • Chevron made up 0.08% of Copia Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Copia Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Chevron position peaked at $140K in Q4 2024.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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