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Correct Capital Wealth Management’s Chevron CVX Stock Holding History

Correct Capital 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 		$2.89M Buy
13,971
+38
+0.3% +$6.93K 0.54% 26
2025
Q4 		$2.12M Buy
13,933
+742
+6% +$113K 0.4% 37
2025
Q3 		$2.05M Buy
13,191
+253
+2% +$39.2K 0.34% 39
2025
Q2 		$1.85M Buy
12,938
+1,021
+9% +$144K 0.27% 37
2025
Q1 		$1.99M Buy
11,917
+4,837
+68% +$757K 0.32% 30
2024
Q4 		$1.03M Sell
7,080
-7,112
-50% -$1.09M 0.2% 53
2024
Q3 		$2.09M Buy
14,192
+4,018
+39% +$598K 0.46% 26
2024
Q2 		$1.59M Buy
10,174
+1,526
+18% +$243K 0.37% 29
2024
Q1 		$1.36M Buy
8,648
+1,547
+22% +$233K 0.31% 36
2023
Q4 		$1.06M Buy
+7,101
New +$1.07M 0.27% 40

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

Correct Capital Wealth Management's CVX Position: Q1 2026 in Review

Correct Capital Wealth Management increased its Chevron (CVX) stake by 0.27% in Q1 2026, buying an estimated $6.93K and bringing the position to 13,971 shares worth $2.89M. The position accounts for 0.54% of the portfolio, ranked #26.

Correct Capital Wealth Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Correct Capital Wealth Management held 13,971 shares of Chevron worth $2.89M as of Q1 2026.
  • Correct Capital Wealth Management bought 38 Chevron shares in Q1 2026, an estimated $6.93K.
  • Chevron made up 0.54% of Correct Capital Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Correct Capital Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.