Daner Wealth Management’s Chevron CVX Stock Holding History

Daner 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	$208K	Sell	1,119 -8	-0.7%	-$1.46K	0.12%	87
2025 Q4	$205K	Buy	+1,127	New	+$172K	0.13%	93

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 $295B AUM 31.6% 1-Year Est. Return

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

Daner Wealth Management reduced its Chevron (CVX) stake by 0.71% in Q1 2026, selling an estimated $1.46K and leaving 1,119 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #87.

Daner Wealth Management first reported a position in CVX in Q4 2025 and has held it in 2 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Daner Wealth Management held 1,119 shares of Chevron worth $208K as of Q1 2026.
Daner Wealth Management sold 8 Chevron shares in Q1 2026, an estimated $1.46K.
Chevron made up 0.12% of Daner Wealth Management's portfolio in Q1 2026, its #87 holding.
Daner Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 2 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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