Darden Wealth Group’s Chevron CVX Stock Holding History

Darden Wealth Group’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	$995K	Buy	4,809 +20	+0.4%	+$3.65K	0.51%	44
2025 Q4	$730K	Sell	4,789 -721	-13%	-$110K	0.35%	59
2025 Q3	$856K	Sell	5,510 -561	-9%	-$86.9K	0.45%	52
2025 Q2	$869K	Sell	6,071 -2,390	-28%	-$337K	0.52%	48
2025 Q1	$1.42M	Buy	8,461 +320	+4%	+$50.1K	1.1%	21
2024 Q4	$1.18M	Buy	8,141 +380	+5%	+$58.2K	0.79%	30
2024 Q3	$1.14M	Buy	7,761 +621	+9%	+$92.4K	0.82%	30
2024 Q2	$1.12M	Buy	7,140 +571	+9%	+$91.1K	0.67%	31
2024 Q1	$1.04M	Buy	6,569 +987	+18%	+$149K	0.81%	33
2023 Q4	$833K	Buy	+5,582	New	+$844K	0.8%	34

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

Darden Wealth Group's CVX Position: Q1 2026 in Review

Darden Wealth Group increased its Chevron (CVX) stake by 0.42% in Q1 2026, buying an estimated $3.65K and bringing the position to 4,809 shares worth $995K. The position accounts for 0.51% of the portfolio, ranked #44.

Darden Wealth Group first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q1 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Darden Wealth Group held 4,809 shares of Chevron worth $995K as of Q1 2026.
Darden Wealth Group bought 20 Chevron shares in Q1 2026, an estimated $3.65K.
Chevron made up 0.51% of Darden Wealth Group's portfolio in Q1 2026, its #44 holding.
Darden Wealth Group first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's Chevron position peaked at $1.42M in Q1 2025.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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