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Delos Wealth Advisors’s Chevron CVX Stock Holding History

Delos Wealth Advisors’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 		$324K Hold
1,567
– – 0.19% 61
2025
Q4 		$239K Sell
1,567
-39
-2% -$5.94K 0.16% 52
2025
Q3 		$249K Sell
1,606
-960
-37% -$149K 0.17% 51
2025
Q2 		$367K Buy
2,566
+1
+0% +$141 0.29% 43
2025
Q1 		$429K Buy
2,565
+208
+9% +$32.6K 0.34% 43
2024
Q4 		$341K Hold
2,357
– – 0.27% 43
2024
Q3 		$347K Buy
2,357
+1,929
+451% +$287K 0.3% 46
2024
Q2 		$67K Hold
428
– – 0.06% 74
2024
Q1 		$67.5K Buy
428
+13
+3% +$1.96K 0.08% 61
2023
Q4 		$61.9K Sell
415
-123
-23% -$18.6K 0.09% 54
2023
Q3 		$86.6K Hold
538
– – 0.1% 55
2023
Q2 		$84.6K Buy
538
+1
+0.2% +$160 0.11% 54
2023
Q1 		$87.6K Hold
537
– – 0.11% 52
2022
Q4 		$96.4K Hold
537
– – 0.15% 49
2022
Q3 		$77K Buy
537
+1
+0.2% +$153 0.09% 48
2022
Q2 		$78K Sell
536
-1,874
-78% -$310K 0.09% 51
2022
Q1 		$392K Buy
2,410
+1,874
+350% +$269K 0.39% 44
2021
Q4 		$63K Buy
536
+500
+1,389% +$56.8K 0.06% 67
2021
Q3 		$4K Hold
36
– – ﹤0.01% 118
2021
Q2 		$4K Buy
+36
New +$3.8K 0.01% 115

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

Delos Wealth Advisors's CVX Position: Q1 2026 in Review

Delos Wealth Advisors held its Chevron (CVX) position steady in Q1 2026 at 1,567 shares worth $324K. The position accounts for 0.19% of the portfolio, ranked #61.

Delos Wealth Advisors first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. The position peaked at $429K in Q1 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Delos Wealth Advisors held 1,567 shares of Chevron worth $324K as of Q1 2026.
  • Delos Wealth Advisors left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.19% of Delos Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Delos Wealth Advisors first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
  • Delos Wealth Advisors's Chevron position peaked at $429K in Q1 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.