Crestmont Private Wealth’s Chevron CVX Stock Holding History

Crestmont 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	$1.07M	Hold	5,160	–	–	0.34%	21
2025 Q4	$786K	Hold	5,160	–	–	0.26%	32
2025 Q3	$801K	Buy	5,160 +826	+19%	+$128K	0.26%	31
2025 Q2	$621K	Hold	4,334	–	–	0.22%	38
2025 Q1	$725K	Hold	4,334	–	–	0.31%	22
2024 Q4	$628K	Hold	4,334	–	–	0.28%	23
2024 Q3	$638K	Sell	4,334 -1,071	-20%	-$159K	0.28%	24
2024 Q2	$845K	Buy	5,405 +1,071	+25%	+$171K	0.41%	16
2024 Q1	$684K	Hold	4,334	–	–	0.34%	15
2023 Q4	$646K	Hold	4,334	–	–	0.33%	13
2023 Q3	$731K	Hold	4,334	–	–	0.45%	12
2023 Q2	$682K	Hold	4,334	–	–	0.4%	12
2023 Q1	$707K	Hold	4,334	–	–	0.46%	12
2022 Q4	$778K	Buy	4,334 +35	+0.8%	+$6.11K	0.53%	11
2022 Q3	$618K	Buy	4,299 +38	+0.9%	+$5.79K	0.47%	11
2022 Q2	$617K	Buy	+4,261	New	+$704K	0.61%	10

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

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

Crestmont Private Wealth held its Chevron (CVX) position steady in Q1 2026 at 5,160 shares worth $1.07M. The position accounts for 0.34% of the portfolio, ranked #21.

Crestmont Private Wealth first reported a position in CVX in Q2 2022 and has held it in 16 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Crestmont Private Wealth held 5,160 shares of Chevron worth $1.07M as of Q1 2026.
Crestmont Private Wealth left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.34% of Crestmont Private Wealth's portfolio in Q1 2026, its #21 holding.
Crestmont Private Wealth first reported a position in Chevron in Q2 2022 and has held it in 16 quarters since.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.