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Defined Wealth Management’s Chevron CVX Stock Holding History

Defined 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 		$964K Buy
4,657
+77
+2% +$14K 0.56% 50
2025
Q4 		$698K Sell
4,580
-6
-0.1% -$914 0.4% 58
2025
Q3 		$712K Buy
4,586
+137
+3% +$21.2K 0.41% 57
2025
Q2 		$637K Sell
4,449
-41
-0.9% -$5.78K 0.39% 57
2025
Q1 		$751K Sell
4,490
-3
-0.1% -$470 0.51% 52
2024
Q4 		$651K Buy
4,493
+26
+0.6% +$3.98K 0.43% 54
2024
Q3 		$658K Buy
4,467
+84
+2% +$12.5K 0.43% 56
2024
Q2 		$686K Buy
4,383
+46
+1% +$7.33K 0.48% 54
2024
Q1 		$684K Buy
4,337
+56
+1% +$8.45K 0.49% 55
2023
Q4 		$639K Sell
4,281
-12
-0.3% -$1.81K 0.49% 52
2023
Q3 		$724K Buy
4,293
+46
+1% +$7.43K 0.62% 46
2023
Q2 		$668K Buy
4,247
+10
+0.2% +$1.6K 0.56% 47
2023
Q1 		$691K Buy
4,237
+2
+0% +$335 0.65% 43
2022
Q4 		$760K Buy
4,235
+2
+0% +$349 0.71% 40
2022
Q3 		$608K Buy
4,233
+2
+0% +$305 0.66% 37
2022
Q2 		$612K Buy
4,231
+2
+0% +$331 0.63% 38
2022
Q1 		$689K Buy
4,229
+3
+0.1% +$430 0.61% 35
2021
Q4 		$496K Buy
4,226
+2
+0% +$227 0.41% 55
2021
Q3 		$428K Buy
4,224
+4
+0.1% +$399 0.38% 61
2021
Q2 		$442K Buy
4,220
+3
+0.1% +$317 0.39% 59
2021
Q1 		$442K Buy
4,217
+3
+0.1% +$293 0.42% 53
2020
Q4 		$356K Buy
+4,214
New +$341K 0.35% 62

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

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

Defined Wealth Management increased its Chevron (CVX) stake by 1.7% in Q1 2026, buying an estimated $14K and bringing the position to 4,657 shares worth $964K. The position accounts for 0.56% of the portfolio, ranked #50.

Defined Wealth Management first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Defined Wealth Management held 4,657 shares of Chevron worth $964K as of Q1 2026.
  • Defined Wealth Management bought 77 Chevron shares in Q1 2026, an estimated $14K.
  • Chevron made up 0.56% of Defined Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Defined Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.