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Elite Life Management’s Chevron CVX Stock Holding History

Elite Life 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 		$281K Buy
1,549
+60
+4% +$10.9K 0.35% 38
2025
Q4 		$269K Buy
1,489
+105
+8% +$16K 0.44% 38
2025
Q3 		$211K Buy
+1,384
New +$214K 0.43% 33
2025
Q2 		– Sell
-1,335
Closed -$223K – 32
2025
Q1 		$223K Buy
+1,335
New +$209K 0.7% 27
2024
Q3 		– Sell
-1,304
Closed -$204K – 27
2024
Q2 		$204K Sell
1,304
-6
-0.5% -$957 0.79% 23
2024
Q1 		$207K Buy
+1,310
New +$198K 1.01% 24

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

Elite Life Management's CVX Position: Q1 2026 in Review

Elite Life Management increased its Chevron (CVX) stake by 4% in Q1 2026, buying an estimated $10.9K and bringing the position to 1,549 shares worth $281K. The position accounts for 0.35% of the portfolio, ranked #38.

Elite Life Management first reported a position in CVX in Q1 2024 and has held it in 6 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Elite Life Management held 1,549 shares of Chevron worth $281K as of Q1 2026.
  • Elite Life Management bought 60 Chevron shares in Q1 2026, an estimated $10.9K.
  • Chevron made up 0.35% of Elite Life Management's portfolio in Q1 2026, its #38 holding.
  • Elite Life Management first reported a position in Chevron in Q1 2024 and has held it in 6 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Elite Life Management's 13F filing for Q1 2026, filed 11 May 2026.