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CreativeOne Wealth’s Chevron CVX Stock Holding History

CreativeOne 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 		$7.85M Sell
37,962
-2,860
-7% -$522K 0.18% 106
2025
Q4 		$6.22M Sell
40,822
-388
-0.9% -$59.1K 0.15% 121
2025
Q3 		$6.4M Sell
41,210
-3,700
-8% -$573K 0.16% 119
2025
Q2 		$6.43M Buy
44,910
+3,267
+8% +$461K 0.17% 113
2025
Q1 		$6.97M Buy
41,643
+1,876
+5% +$294K 0.21% 100
2024
Q4 		$5.76M Buy
39,767
+2,494
+7% +$382K 0.18% 117
2024
Q3 		$5.49M Buy
37,273
+10,174
+38% +$1.51M 0.19% 109
2024
Q2 		$4.24M Sell
27,099
-3,279
-11% -$523K 0.21% 99
2024
Q1 		$4.79M Buy
30,378
+12,777
+73% +$1.93M 0.19% 107
2023
Q4 		$2.63M Sell
17,601
-511
-3% -$77.3K 0.17% 117
2023
Q3 		$3.05M Sell
18,112
-12,635
-41% -$2.04M 0.22% 92
2023
Q2 		$4.84M Buy
30,747
+437
+1% +$70.1K 0.23% 83
2023
Q1 		$4.95M Buy
30,310
+1,893
+7% +$317K 0.24% 80
2022
Q4 		$5.1M Sell
28,417
-17
-0.1% -$2.97K 0.28% 77
2022
Q3 		$4.08M Buy
28,434
+1,015
+4% +$155K 0.25% 82
2022
Q2 		$3.97M Sell
27,419
-6,101
-18% -$1.01M 0.22% 76
2022
Q1 		$5.46M Buy
33,520
+7,126
+27% +$1.02M 0.28% 63
2021
Q4 		$3.1M Sell
26,394
-1,252
-5% -$142K 0.15% 101
2021
Q3 		$2.81M Buy
27,646
+400
+1% +$39.9K 0.16% 115
2021
Q2 		$2.85M Buy
27,246
+7,451
+38% +$787K 0.18% 112
2021
Q1 		$2.08M Buy
19,795
+2,860
+17% +$279K 0.16% 116
2020
Q4 		$1.43M Buy
16,935
+13,630
+412% +$1.1M 0.12% 140
2020
Q3 		$238K Buy
3,305
+640
+24% +$53.8K 0.03% 238
2020
Q2 		$238K Sell
2,665
-198
-7% -$17.7K 0.04% 215
2020
Q1 		$208K Sell
2,863
-339
-11% -$33.5K 0.04% 186
2019
Q4 		$386K Buy
3,202
+618
+24% +$72.8K 0.07% 130
2019
Q3 		$307K Sell
2,584
-77
-3% -$9.35K 0.06% 134
2019
Q2 		$331K Buy
+2,661
New +$322K 0.07% 116

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

CreativeOne Wealth's CVX Position: Q1 2026 in Review

CreativeOne Wealth reduced its Chevron (CVX) stake by 7% in Q1 2026, selling an estimated $522K and leaving 37,962 shares worth $7.85M. The position accounts for 0.18% of the portfolio, ranked #106.

CreativeOne Wealth first reported a position in CVX in Q2 2019 and has held it in 28 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • CreativeOne Wealth held 37,962 shares of Chevron worth $7.85M as of Q1 2026.
  • CreativeOne Wealth sold 2,860 Chevron shares in Q1 2026, an estimated $522K.
  • Chevron made up 0.18% of CreativeOne Wealth's portfolio in Q1 2026, its #106 holding.
  • CreativeOne Wealth first reported a position in Chevron in Q2 2019 and has held it in 28 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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