ERWM
CVX icon

Elk River Wealth Management’s Chevron CVX Stock Holding History

Elk River 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 		$1.25M Buy
6,035
+243
+4% +$44.3K 0.21% 52
2025
Q4 		$883K Hold
5,792
– – 0.14% 60
2025
Q3 		$899K Hold
5,792
– – 0.14% 56
2025
Q2 		$829K Hold
5,792
– – 0.14% 55
2025
Q1 		$969K Sell
5,792
-25
-0.4% -$3.91K 0.18% 51
2024
Q4 		$843K Sell
5,817
-80
-1% -$12.2K 0.15% 54
2024
Q3 		$868K Buy
5,897
+25
+0.4% +$3.72K 0.16% 54
2024
Q2 		$918K Sell
5,872
-172
-3% -$27.4K 0.18% 50
2024
Q1 		$953K Buy
6,044
+172
+3% +$26K 0.19% 51
2023
Q4 		$876K Sell
5,872
-350
-6% -$52.9K 0.17% 57
2023
Q3 		$1.05M Buy
6,222
+430
+7% +$69.5K 0.23% 51
2023
Q2 		$911K Sell
5,792
-430
-7% -$68.9K 0.2% 54
2023
Q1 		$1.02M Buy
6,222
+230
+4% +$38.6K 0.23% 51
2022
Q4 		$1.08M Buy
5,992
+126
+2% +$22K 0.26% 55
2022
Q3 		$843K Hold
5,866
– – 0.22% 58
2022
Q2 		$849K Hold
5,866
– – 0.21% 61
2022
Q1 		$955K Buy
5,866
+122
+2% +$17.5K 0.21% 64
2021
Q4 		$674K Buy
5,744
+169
+3% +$19.2K 0.15% 71
2021
Q3 		$566K Sell
5,575
-15
-0.3% -$1.5K 0.14% 78
2021
Q2 		$585K Sell
5,590
-702
-11% -$74.1K 0.15% 75
2021
Q1 		$659K Hold
6,292
– – 0.19% 69
2020
Q4 		$531K Buy
+6,292
New +$509K 0.18% 79

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

Elk River Wealth Management's CVX Position: Q1 2026 in Review

Elk River Wealth Management increased its Chevron (CVX) stake by 4.2% in Q1 2026, buying an estimated $44.3K and bringing the position to 6,035 shares worth $1.25M. The position accounts for 0.21% of the portfolio, ranked #52.

Elk River Wealth Management first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Elk River Wealth Management held 6,035 shares of Chevron worth $1.25M as of Q1 2026.
  • Elk River Wealth Management bought 243 Chevron shares in Q1 2026, an estimated $44.3K.
  • Chevron made up 0.21% of Elk River Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Elk River Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.