Corient Private Wealth
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Corient Private Wealth’s Chevron CVX Stock Holding History

Corient Private Wealth’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 		$457M Sell
2,360,028
-2,659,497
-53% -$485M 0.65% 25
2025
Q4 		$733M Buy
5,019,525
+2,808,978
+127% +$428M 0.49% 33
2025
Q3 		$342M Sell
2,210,547
-324,552
-13% -$50.3M 0.54% 31
2025
Q2 		$363M Buy
2,535,099
+47,836
+2% +$6.74M 0.48% 31
2025
Q1 		$416M Sell
2,487,263
-38,262
-2% -$5.99M 0.68% 27
2024
Q4 		$360M Buy
2,525,525
+19,155
+0.8% +$2.93M 0.6% 30
2024
Q3 		$369M Buy
2,506,370
+30,370
+1% +$4.52M 0.58% 32
2024
Q2 		$387M Sell
2,476,000
-130,271
-5% -$20.8M 0.67% 29
2024
Q1 		$411M Sell
2,606,271
-35,038
-1% -$5.29M 0.73% 28
2023
Q4 		$394M Buy
2,641,309
+261,290
+11% +$39.5M 0.72% 26
2023
Q3 		$401M Buy
2,380,019
+13,907
+0.6% +$2.25M 0.92% 19
2023
Q2 		$372M Buy
2,366,112
+496,095
+27% +$79.5M 0.86% 22
2023
Q1 		$305M Buy
1,870,017
+368,855
+25% +$61.8M 0.82% 22
2022
Q4 		$270M Buy
+1,501,162
New +$262M 0.98% 15

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

Corient Private Wealth's CVX Position: Q1 2026 in Review

Corient Private Wealth reduced its Chevron (CVX) stake by 53% in Q1 2026, selling an estimated $485M and leaving 2,360,028 shares worth $457M. The position accounts for 0.65% of the portfolio, ranked #25.

Corient Private Wealth first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $733M in Q4 2025. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Corient Private Wealth held 2,360,028 shares of Chevron worth $457M as of Q1 2026.
  • Corient Private Wealth sold 2,659,497 Chevron shares in Q1 2026, an estimated $485M.
  • Chevron made up 0.65% of Corient Private Wealth's portfolio in Q1 2026, its #25 holding.
  • Corient Private Wealth first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Chevron position peaked at $733M in Q4 2025.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.