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Denver Wealth Management’s Chevron CVX Stock Holding History

Denver 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 		$375K Buy
1,815
+67
+4% +$12.2K 0.13% 73
2025
Q4 		$266K Sell
1,748
-123
-7% -$18.7K 0.09% 78
2025
Q3 		$291K Sell
1,871
-174
-9% -$26.9K 0.11% 77
2025
Q2 		$293K Sell
2,045
-81
-4% -$11.4K 0.12% 72
2025
Q1 		$356K Buy
2,126
+14
+0.7% +$2.19K 0.16% 62
2024
Q4 		$306K Sell
2,112
-63
-3% -$9.64K 0.14% 68
2024
Q3 		$320K Sell
2,175
-240
-10% -$35.7K 0.15% 69
2024
Q2 		$378K Sell
2,415
-149
-6% -$23.8K 0.19% 55
2024
Q1 		$404K Sell
2,564
-189
-7% -$28.5K 0.21% 54
2023
Q4 		$411K Buy
2,753
+22
+0.8% +$3.33K 0.23% 48
2023
Q3 		$460K Buy
2,731
+50
+2% +$8.08K 0.3% 43
2023
Q2 		$422K Sell
2,681
-29
-1% -$4.65K 0.29% 47
2023
Q1 		$442K Buy
2,710
+115
+4% +$19.3K 0.31% 51
2022
Q4 		$466K Buy
2,595
+50
+2% +$8.72K 0.35% 45
2022
Q3 		$366K Buy
2,545
+324
+15% +$49.4K 0.35% 38
2022
Q2 		$322K Buy
+2,221
New +$367K 0.34% 36
2021
Q4 		$240K Buy
+2,042
New +$232K 0.23% 38
2021
Q1 		$310K Buy
+1,906
New +$186K 0.33% 36

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 $336B AUM 34.66% 1-Year Est. Return

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

Denver Wealth Management increased its Chevron (CVX) stake by 3.8% in Q1 2026, buying an estimated $12.2K and bringing the position to 1,815 shares worth $375K. The position accounts for 0.13% of the portfolio, ranked #73.

Denver Wealth Management first reported a position in CVX in Q1 2021 and has held it in 18 quarters since. The position peaked at $466K in Q4 2022. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Denver Wealth Management held 1,815 shares of Chevron worth $375K as of Q1 2026.
  • Denver Wealth Management bought 67 Chevron shares in Q1 2026, an estimated $12.2K.
  • Chevron made up 0.13% of Denver Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Denver Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 18 quarters since.
  • Denver Wealth Management's Chevron position peaked at $466K in Q4 2022.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.