EWM
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Elevatus Welath Management’s Chevron CVX Stock Holding History

Elevatus Welath 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 		$4.14M Sell
19,991
-4,756
-19% -$867K 2.17% 12
2025
Q4 		$3.77M Buy
24,747
+5,337
+27% +$813K 1.03% 30
2025
Q3 		$3.01M Buy
19,410
+14,837
+324% +$2.3M 0.87% 31
2025
Q2 		$655K Sell
4,573
-92
-2% -$13K 0.22% 55
2025
Q1 		$780K Buy
4,665
+26
+0.6% +$4.07K 0.44% 39
2024
Q4 		$672K Buy
4,639
+102
+2% +$15.6K 0.23% 47
2024
Q3 		$668K Sell
4,537
-12
-0.3% -$1.79K 0.22% 49
2024
Q2 		$712K Buy
4,549
+1,081
+31% +$172K 0.27% 61
2024
Q1 		$547K Buy
3,468
+69
+2% +$10.4K 0.22% 53
2023
Q4 		$507K Buy
3,399
+608
+22% +$92K 0.23% 52
2023
Q3 		$471K Buy
2,791
+270
+11% +$43.6K 0.43% 41
2023
Q2 		$397K Buy
+2,521
New +$404K 0.28% 39

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

Elevatus Welath Management's CVX Position: Q1 2026 in Review

Elevatus Welath Management reduced its Chevron (CVX) stake by 19% in Q1 2026, selling an estimated $867K and leaving 19,991 shares worth $4.14M. The position accounts for 2.17% of the portfolio, ranked #12.

Elevatus Welath Management first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Elevatus Welath Management held 19,991 shares of Chevron worth $4.14M as of Q1 2026.
  • Elevatus Welath Management sold 4,756 Chevron shares in Q1 2026, an estimated $867K.
  • Chevron made up 2.17% of Elevatus Welath Management's portfolio in Q1 2026, its #12 holding.
  • Elevatus Welath Management first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.