EW
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Element Wealth’s Chevron CVX Stock Holding History

Element Wealth’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 		$2.26M Buy
10,904
+6
+0.1% +$1.09K 0.93% 24
2025
Q4 		$1.66M Buy
10,898
+27
+0.2% +$4.11K 0.68% 32
2025
Q3 		$1.69M Buy
10,871
+2,997
+38% +$464K 0.73% 30
2025
Q2 		$1.13M Buy
7,874
+255
+3% +$35.9K 0.52% 47
2025
Q1 		$1.27M Buy
7,619
+24
+0.3% +$3.76K 0.68% 33
2024
Q4 		$1.1M Sell
7,595
-29
-0.4% -$4.44K 0.58% 35
2024
Q3 		$1.12M Buy
7,624
+210
+3% +$31.3K 0.59% 34
2024
Q2 		$1.16M Buy
7,414
+197
+3% +$31.4K 0.65% 31
2024
Q1 		$1.14M Sell
7,217
-154
-2% -$23.2K 0.67% 31
2023
Q4 		$1.1M Sell
7,371
-228
-3% -$34.5K 0.69% 28
2023
Q3 		$1.28M Buy
7,599
+262
+4% +$42.3K 0.92% 20
2023
Q2 		$1.15M Sell
7,337
-53
-0.7% -$8.5K 0.8% 26
2023
Q1 		$1.21M Buy
7,390
+56
+0.8% +$9.39K 0.9% 22
2022
Q4 		$1.32M Sell
7,334
-197
-3% -$34.4K 1.08% 18
2022
Q3 		$1.08M Buy
7,531
+5
+0.1% +$763 1% 19
2022
Q2 		$1.09M Buy
7,526
+246
+3% +$40.7K 1.08% 19
2022
Q1 		$1.19M Sell
7,280
-10,271
-59% -$1.47M 0.95% 20
2021
Q4 		$2.06M Buy
17,551
+68
+0.4% +$7.72K 1.55% 16
2021
Q3 		$1.77M Sell
17,483
-600
-3% -$59.8K 1.41% 17
2021
Q2 		$1.89M Buy
18,083
+11,036
+157% +$1.17M 1.48% 18
2021
Q1 		$739K Buy
7,047
+322
+5% +$31.4K 0.61% 24
2020
Q4 		$568K Buy
6,725
+166
+3% +$13.4K 0.53% 33
2020
Q3 		$472K Buy
6,559
+72
+1% +$6.05K 0.5% 35
2020
Q2 		$579K Buy
6,487
+978
+18% +$87.6K 0.66% 26
2020
Q1 		$399K Buy
5,509
+3,182
+137% +$314K 0.55% 35
2019
Q4 		$280K Buy
+2,327
New +$274K 0.29% 59

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

Element Wealth's CVX Position: Q1 2026 in Review

Element Wealth increased its Chevron (CVX) stake by 0.06% in Q1 2026, buying an estimated $1.09K and bringing the position to 10,904 shares worth $2.26M. The position accounts for 0.93% of the portfolio, ranked #24.

Element Wealth first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Element Wealth held 10,904 shares of Chevron worth $2.26M as of Q1 2026.
  • Element Wealth bought 6 Chevron shares in Q1 2026, an estimated $1.09K.
  • Chevron made up 0.93% of Element Wealth's portfolio in Q1 2026, its #24 holding.
  • Element Wealth first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.