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Cordatus Wealth Management’s Chevron CVX Stock Holding History

Cordatus 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 		$4.1M Buy
19,838
+291
+1% +$53.1K 0.98% 28
2025
Q4 		$2.98M Buy
19,547
+87
+0.4% +$13.3K 0.69% 40
2025
Q3 		$3.02M Sell
19,460
-211
-1% -$32.7K 0.71% 40
2025
Q2 		$2.82M Sell
19,671
-52
-0.3% -$7.33K 0.69% 44
2025
Q1 		$3.3M Buy
19,723
+76
+0.4% +$11.9K 0.91% 32
2024
Q4 		$2.85M Buy
19,647
+763
+4% +$117K 0.75% 40
2024
Q3 		$2.78M Buy
18,884
+90
+0.5% +$13.4K 1% 29
2024
Q2 		$2.94M Buy
+18,794
New +$3M 1.1% 22
2023
Q3 		– Sell
-19,373
Closed -$3.05M – 82
2023
Q2 		$3.05M Buy
+19,373
New +$3.11M 1.15% 26
2022
Q4 		– Sell
-36,451
Closed -$5.24M – 59
2022
Q3 		$5.24M Buy
36,451
+21,005
+136% +$3.2M 5.52% 2
2022
Q2 		$2.24M Buy
15,446
+317
+2% +$52.4K 1.04% 31
2022
Q1 		$2.46M Sell
15,129
-31
-0.2% -$4.45K 0.87% 32
2021
Q4 		$1.78M Buy
+15,160
New +$1.72M 0.52% 74
2021
Q1 		$1.92M Buy
18,366
+4,947
+37% +$483K 0.74% 48
2020
Q4 		$1.13M Sell
13,419
-195
-1% -$15.8K 0.48% 79
2020
Q3 		$980K Sell
13,614
-930
-6% -$78.2K 0.47% 81
2020
Q2 		$1.3M Buy
14,544
+197
+1% +$17.6K 0.71% 56
2020
Q1 		$1.04M Buy
14,347
+6,993
+95% +$691K 0.75% 54
2019
Q4 		$886K Buy
7,354
+1,446
+24% +$170K 0.44% 84
2019
Q3 		$701K Buy
5,908
+686
+13% +$83.3K 0.37% 92
2019
Q2 		$650K Buy
5,222
+184
+4% +$22.2K 0.38% 85
2019
Q1 		$621K Buy
5,038
+693
+16% +$82K 0.34% 91
2018
Q4 		$473K Buy
+4,345
New +$503K 0.34% 72

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

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

Cordatus Wealth Management increased its Chevron (CVX) stake by 1.5% in Q1 2026, buying an estimated $53.1K and bringing the position to 19,838 shares worth $4.1M. The position accounts for 0.98% of the portfolio, ranked #28.

Cordatus Wealth Management first reported a position in CVX in Q4 2018 and has held it in 23 quarters since. The position peaked at $5.24M in Q3 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cordatus Wealth Management held 19,838 shares of Chevron worth $4.1M as of Q1 2026.
  • Cordatus Wealth Management bought 291 Chevron shares in Q1 2026, an estimated $53.1K.
  • Chevron made up 0.98% of Cordatus Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Cordatus Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 23 quarters since.
  • Cordatus Wealth Management's Chevron position peaked at $5.24M in Q3 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.