EBWM
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Eagle Bluffs Wealth Management’s Chevron CVX Stock Holding History

Eagle Bluffs 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 		$1.51M Buy
7,302
+624
+9% +$114K 0.59% 40
2025
Q4 		$1.02M Sell
6,678
-77
-1% -$11.7K 0.41% 45
2025
Q3 		$1.05M Buy
6,755
+569
+9% +$88.1K 0.45% 47
2025
Q2 		$886K Buy
6,186
+122
+2% +$17.2K 0.42% 47
2025
Q1 		$1.01M Buy
6,064
+141
+2% +$22.1K 0.54% 43
2024
Q4 		$858K Buy
5,923
+545
+10% +$83.4K 0.46% 45
2024
Q3 		$792K Buy
5,378
+12
+0.2% +$1.79K 0.43% 48
2024
Q2 		$839K Buy
5,366
+99
+2% +$15.8K 0.49% 44
2024
Q1 		$831K Buy
5,267
+170
+3% +$25.7K 0.52% 45
2023
Q4 		$760K Buy
5,097
+153
+3% +$23.1K 0.52% 45
2023
Q3 		$834K Buy
+4,944
New +$799K 0.64% 39
2022
Q1 		– Sell
-7,980
Closed -$936K – 67
2021
Q4 		$936K Buy
+7,980
New +$906K 0.98% 33

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

Eagle Bluffs Wealth Management's CVX Position: Q1 2026 in Review

Eagle Bluffs Wealth Management increased its Chevron (CVX) stake by 9.3% in Q1 2026, buying an estimated $114K and bringing the position to 7,302 shares worth $1.51M. The position accounts for 0.59% of the portfolio, ranked #40.

Eagle Bluffs Wealth Management first reported a position in CVX in Q4 2021 and has held it in 12 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Eagle Bluffs Wealth Management held 7,302 shares of Chevron worth $1.51M as of Q1 2026.
  • Eagle Bluffs Wealth Management bought 624 Chevron shares in Q1 2026, an estimated $114K.
  • Chevron made up 0.59% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Eagle Bluffs Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 12 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.