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Encompass Wealth Advisors’s Chevron CVX Stock Holding History

Encompass Wealth Advisors’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 		$654K Sell
3,161
-701
-18% -$128K 0.23% 48
2025
Q4 		$589K Buy
3,862
+66
+2% +$10.1K 0.2% 52
2025
Q3 		$589K Sell
3,796
-71
-2% -$11K 0.2% 58
2025
Q2 		$554K Buy
3,867
+4
+0.1% +$564 0.2% 55
2025
Q1 		$646K Sell
3,863
-80
-2% -$12.5K 0.26% 53
2024
Q4 		$571K Sell
3,943
-2,261
-36% -$346K 0.23% 56
2024
Q3 		$914K Buy
6,204
+251
+4% +$37.4K 0.23% 90
2024
Q2 		$931K Sell
5,953
-243
-4% -$38.7K 0.25% 84
2024
Q1 		$977K Sell
6,196
-2
-0% -$302 0.26% 83
2023
Q4 		$924K Buy
6,198
+112
+2% +$16.9K 0.28% 70
2023
Q3 		$1.03M Sell
6,086
-23
-0.4% -$3.71K 0.34% 59
2023
Q2 		$961K Sell
6,109
-13
-0.2% -$2.08K 0.31% 60
2023
Q1 		$999K Buy
6,122
+2,200
+56% +$369K 0.34% 57
2022
Q4 		$704K Sell
3,922
-11
-0.3% -$1.92K 0.26% 70
2022
Q3 		$565K Sell
3,933
-59
-1% -$9K 0.21% 90
2022
Q2 		$578K Sell
3,992
-84
-2% -$13.9K 0.2% 93
2022
Q1 		$664K Buy
4,076
+169
+4% +$24.2K 0.17% 105
2021
Q4 		$458K Sell
3,907
-1
-0% -$114 0.11% 137
2021
Q3 		$396K Sell
3,908
-2,202
-36% -$220K 0.1% 147
2021
Q2 		$640K Buy
6,110
+100
+2% +$10.6K 0.16% 115
2021
Q1 		$637K Sell
6,010
-316
-5% -$30.9K 0.16% 110
2020
Q4 		$534K Buy
+6,326
New +$512K 0.31% 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

Encompass Wealth Advisors's CVX Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Chevron (CVX) stake by 18% in Q1 2026, selling an estimated $128K and leaving 3,161 shares worth $654K. The position accounts for 0.23% of the portfolio, ranked #48.

Encompass Wealth Advisors first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.03M in Q3 2023. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Encompass Wealth Advisors held 3,161 shares of Chevron worth $654K as of Q1 2026.
  • Encompass Wealth Advisors sold 701 Chevron shares in Q1 2026, an estimated $128K.
  • Chevron made up 0.23% of Encompass Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Encompass Wealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Chevron position peaked at $1.03M in Q3 2023.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.