EWM
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Elite Wealth Management’s Chevron CVX Stock Holding History

Elite 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 		$336K Sell
1,622
-1,200
-43% -$219K 0.11% 40
2025
Q4 		$430K Hold
2,822
– – 0.12% 42
2025
Q3 		$438K Sell
2,822
-800
-22% -$124K 0.11% 43
2025
Q2 		$519K Sell
3,622
-115
-3% -$16.2K 0.17% 25
2025
Q1 		$625K Sell
3,737
-1,500
-29% -$235K 0.08% 26
2024
Q4 		$759K Sell
5,237
-200
-4% -$30.6K 0.09% 26
2024
Q3 		$801K Buy
5,437
+700
+15% +$104K 0.11% 27
2024
Q2 		$741K Hold
4,737
– – 0.02% 26
2024
Q1 		$747K Hold
4,737
– – 0.03% 31
2023
Q4 		$707K Buy
4,737
+1,000
+27% +$151K 0.04% 28
2023
Q3 		$630K Sell
3,737
-105
-3% -$17K 0.05% 33
2023
Q2 		$605K Sell
3,842
-87
-2% -$13.9K 0.05% 36
2023
Q1 		$641K Hold
3,929
– – 0.04% 34
2022
Q4 		$705K Buy
3,929
+61
+2% +$10.6K 0.06% 32
2022
Q3 		$556K Buy
3,868
+26
+0.7% +$3.96K 0.05% 34
2022
Q2 		$556K Hold
3,842
– – 0.08% 33
2022
Q1 		$626K Buy
3,842
+115
+3% +$16.5K 0.1% 34
2021
Q4 		$437K Hold
3,727
– – 0.06% 41
2021
Q3 		$378K Buy
3,727
+1,400
+60% +$140K 0.07% 45
2021
Q2 		$244 Buy
2,327
+27
+1% +$2.85K 0.02% 55
2021
Q1 		$241 Sell
2,300
-667
-22% -$65.1K 0.03% 51
2020
Q4 		$251K Buy
+2,967
New +$240K 0.03% 47
2020
Q2 		– Sell
-3,205
Closed -$232K – 41
2020
Q1 		$232K Buy
3,205
+1,000
+45% +$98.8K 0.18% 34
2019
Q4 		$266K Hold
2,205
– – 0.15% 24
2019
Q3 		$262K Sell
2,205
-700
-24% -$85K 0.36% 24
2019
Q2 		$361K Sell
2,905
-200
-6% -$24.2K 0.49% 21
2019
Q1 		$382K Sell
3,105
-171
-5% -$20.2K 0.71% 22
2018
Q4 		$356K Buy
3,276
+700
+27% +$81.1K 0.35% 37
2018
Q3 		$315K Sell
2,576
-600
-19% -$72.8K 0.07% 40
2018
Q2 		$402K Hold
3,176
– – 0.14% 39
2018
Q1 		$362K Buy
3,176
+700
+28% +$83.7K 0.3% 45
2017
Q4 		$310K Buy
+2,476
New +$294K 0.26% 48
2016
Q3 		$42K Buy
+405
New +$41.4K 0.07% 65
2015
Q4 		– Sell
-7,422
Closed -$585K – 50
2015
Q3 		$585K Buy
7,422
+3,515
+90% +$296K 0.92% 42
2015
Q2 		$376K Hold
3,907
– – 0.39% 48
2015
Q1 		$410K Hold
3,907
– – 0.36% 49
2014
Q4 		$438K Buy
3,907
+1,405
+56% +$160K 0.42% 47
2014
Q3 		$299K Buy
2,502
+800
+47% +$102K 0.27% 61
2014
Q2 		$222K Hold
1,702
– – 0.22% 61
2014
Q1 		$202K Sell
1,702
-1,825
-52% -$212K 0.16% 66
2013
Q4 		$441K Buy
3,527
+707
+25% +$85.5K 0.32% 50
2013
Q3 		$343K Buy
2,820
+2,135
+312% +$262K 0.3% 53
2013
Q2 		$81K Buy
+685
New +$82.8K 0.12% 86

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 Wealth Management's CVX Position: Q1 2026 in Review

Elite Wealth Management reduced its Chevron (CVX) stake by 43% in Q1 2026, selling an estimated $219K and leaving 1,622 shares worth $336K. The position accounts for 0.11% of the portfolio, ranked #40.

Elite Wealth Management first reported a position in CVX in Q2 2013 and has held it in 43 quarters since. The position peaked at $801K in Q3 2024. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Elite Wealth Management held 1,622 shares of Chevron worth $336K as of Q1 2026.
  • Elite Wealth Management sold 1,200 Chevron shares in Q1 2026, an estimated $219K.
  • Chevron made up 0.11% of Elite Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Elite Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 43 quarters since.
  • Elite Wealth Management's Chevron position peaked at $801K in Q3 2024.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.