Cranbrook Wealth Management’s Chevron CVX Stock Holding History

Cranbrook 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	$178K	Hold	859	–	–	0.04%	125
2025 Q4	$131K	Buy	859 +69	+9%	+$10.5K	0.03%	144
2025 Q3	$123K	Sell	790 -367	-32%	-$56.8K	0.02%	150
2025 Q2	$166K	Buy	1,157 +17	+1%	+$2.4K	0.04%	126
2025 Q1	$191K	Buy	1,140 +30	+3%	+$4.7K	0.04%	113
2024 Q4	$161K	Sell	1,110 -54	-5%	-$8.27K	0.04%	122
2024 Q3	$171K	Buy	1,164 +141	+14%	+$21K	0.04%	120
2024 Q2	$160K	Buy	1,023 +880	+615%	+$140K	0.04%	119
2024 Q1	$22.6K	Hold	143	–	–	0.01%	193
2023 Q4	$21.3K	Buy	143 +81	+131%	+$12.3K	0.01%	198
2023 Q3	$10.5K	Sell	62 -25	-29%	-$4.04K	﹤0.01%	225
2023 Q2	$13.7K	Hold	87	–	–	﹤0.01%	215
2023 Q1	$14.1K	Buy	87 +1	+1%	+$168	﹤0.01%	213
2022 Q4	$15.5K	Hold	86	–	–	﹤0.01%	206
2022 Q3	$12K	Hold	86	–	–	﹤0.01%	233
2022 Q2	$12K	Sell	86 -74	-46%	-$12.2K	﹤0.01%	236
2022 Q1	$26K	Hold	160	–	–	0.01%	229
2021 Q4	$19K	Sell	160 -100	-38%	-$11.4K	﹤0.01%	241
2021 Q3	$26K	Buy	260 +101	+64%	+$10.1K	0.01%	231
2021 Q2	$17K	Hold	159	–	–	﹤0.01%	251
2021 Q1	$17K	Buy	159 +126	+382%	+$12.3K	﹤0.01%	252
2020 Q4	$3K	Hold	33	–	–	﹤0.01%	288
2020 Q3	$2K	Buy	33 +1	+3%	+$84	﹤0.01%	248
2020 Q2	$3K	Hold	32	–	–	﹤0.01%	239
2020 Q1	$2K	Hold	32	–	–	﹤0.01%	240
2019 Q4	$4K	Sell	32 -116	-78%	-$13.7K	﹤0.01%	227
2019 Q3	$18K	Buy	148 +117	+377%	+$14.2K	0.01%	174
2019 Q2	$4K	Hold	31	–	–	﹤0.01%	210
2019 Q1	$4K	Buy	31 +1	+3%	+$118	﹤0.01%	210
2018 Q4	$3K	Buy	+30	New	+$3.48K	﹤0.01%	208
2017 Q4	–	Sell	-220	Closed	-$26K	–	219
2017 Q3	$26K	Hold	220	–	–	0.01%	144
2017 Q2	$23K	Hold	220	–	–	0.01%	152
2017 Q1	$24K	Buy	220 +134	+156%	+$15K	0.01%	140
2016 Q4	$10K	Hold	86	–	–	﹤0.01%	174
2016 Q3	$9K	Hold	86	–	–	﹤0.01%	169
2016 Q2	$9K	Hold	86	–	–	﹤0.01%	153
2016 Q1	$8K	Hold	86	–	–	﹤0.01%	163
2015 Q4	$8K	Hold	86	–	–	﹤0.01%	161
2015 Q3	$7K	Hold	86	–	–	﹤0.01%	173
2015 Q2	$8K	Hold	86	–	–	﹤0.01%	172
2015 Q1	$9K	Hold	86	–	–	0.01%	165
2014 Q4	$10K	Hold	86	–	–	0.01%	164
2014 Q3	$10K	Hold	86	–	–	0.01%	128
2014 Q2	$11K	Hold	86	–	–	0.01%	125
2014 Q1	$10K	Sell	86 -50	-37%	-$5.82K	0.01%	123
2013 Q4	$17K	Buy	+136	New	+$16.4K	0.01%	140

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Cranbrook Wealth Management held its Chevron (CVX) position steady in Q1 2026 at 859 shares worth $178K. The position accounts for 0.04% of the portfolio, ranked #125.

Cranbrook Wealth Management first reported a position in CVX in Q4 2013 and has held it in 46 quarters since. The position peaked at $191K in Q1 2025. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Cranbrook Wealth Management held 859 shares of Chevron worth $178K as of Q1 2026.
Cranbrook Wealth Management left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.04% of Cranbrook Wealth Management's portfolio in Q1 2026, its #125 holding.
Cranbrook Wealth Management first reported a position in Chevron in Q4 2013 and has held it in 46 quarters since.
Cranbrook Wealth Management's Chevron position peaked at $191K in Q1 2025.
4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.