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Cornerstone Wealth Group’s Chevron CVX Stock Holding History

Cornerstone Wealth Group’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 		$9.88M Sell
53,148
-4,003
-7% -$730K 0.63% 37
2025
Q4 		$8.71M Buy
57,151
+1,395
+3% +$212K 0.6% 45
2025
Q3 		$8.66M Buy
55,756
+1,084
+2% +$168K 0.58% 46
2025
Q2 		$7.83M Buy
54,672
+356
+0.7% +$50.2K 0.59% 47
2025
Q1 		$9.09M Buy
54,316
+5,687
+12% +$890K 0.75% 37
2024
Q4 		$7.04M Buy
48,629
+1,648
+4% +$252K 0.57% 40
2024
Q3 		$6.92M Sell
46,981
-1,759
-4% -$262K 0.57% 45
2024
Q2 		$7.62M Buy
48,740
+2,504
+5% +$399K 0.68% 36
2024
Q1 		$7.29M Buy
46,236
+16,406
+55% +$2.48M 0.67% 42
2023
Q4 		$4.45M Buy
29,830
+4,766
+19% +$721K 0.64% 47
2023
Q3 		$4.23M Buy
25,064
+536
+2% +$86.6K 0.75% 39
2023
Q2 		$3.86M Buy
24,528
+745
+3% +$119K 0.7% 54
2023
Q1 		$3.88M Sell
23,783
-813
-3% -$136K 0.69% 52
2022
Q4 		$4.41M Sell
24,596
-719
-3% -$125K 0.83% 37
2022
Q3 		$3.64M Buy
25,315
+1,449
+6% +$221K 0.8% 47
2022
Q2 		$3.46M Sell
23,866
-5,637
-19% -$932K 0.72% 51
2022
Q1 		$4.8M Sell
29,503
-6,844
-19% -$982K 0.88% 31
2021
Q4 		$4.26M Buy
36,347
+141
+0.4% +$16K 0.73% 41
2021
Q3 		$3.67M Sell
36,206
-12,843
-26% -$1.28M 0.65% 46
2021
Q2 		$4.71M Buy
49,049
+4,893
+11% +$517K 0.96% 23
2021
Q1 		$4.54M Buy
44,156
+9,596
+28% +$937K 0.92% 26
2020
Q4 		$2.92M Buy
34,560
+31,250
+944% +$2.53M 0.72% 40
2020
Q3 		$238K Sell
3,310
-70
-2% -$5.89K 0.07% 117
2020
Q2 		$302K Sell
3,380
-854
-20% -$76.5K 0.08% 103
2020
Q1 		$307K Sell
4,234
-15,148
-78% -$1.5M 0.11% 90
2019
Q4 		$2.34M Sell
19,382
-187
-1% -$22K 0.63% 56
2019
Q3 		$2.32M Sell
19,569
-422
-2% -$51.3K 0.58% 54
2019
Q2 		$2.49M Sell
19,991
-2,550
-11% -$308K 0.67% 39
2019
Q1 		$2.78M Buy
+22,541
New +$2.67M 0.7% 29

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

Cornerstone Wealth Group's CVX Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Chevron (CVX) stake by 7% in Q1 2026, selling an estimated $730K and leaving 53,148 shares worth $9.88M. The position accounts for 0.63% of the portfolio, ranked #37.

Cornerstone Wealth Group first reported a position in CVX in Q1 2019 and has held it in 29 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cornerstone Wealth Group held 53,148 shares of Chevron worth $9.88M as of Q1 2026.
  • Cornerstone Wealth Group sold 4,003 Chevron shares in Q1 2026, an estimated $730K.
  • Chevron made up 0.63% of Cornerstone Wealth Group's portfolio in Q1 2026, its #37 holding.
  • Cornerstone Wealth Group first reported a position in Chevron in Q1 2019 and has held it in 29 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.