EPW
CVX icon

Endeavor Private Wealth’s Chevron CVX Stock Holding History

Endeavor Private Wealth’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 		$801K Buy
3,869
+185
+5% +$33.7K 0.23% 84
2025
Q4 		$561K Sell
3,684
-42
-1% -$6.4K 0.16% 112
2025
Q3 		$579K Buy
3,726
+104
+3% +$16.1K 0.18% 107
2025
Q2 		$519K Sell
3,622
-358
-9% -$50.5K 0.25% 79
2025
Q1 		$666K Buy
3,980
+3,486
+706% +$546K 0.36% 61
2024
Q4 		$71.6K Buy
+494
New +$75.6K 0.07% 102

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

Endeavor Private Wealth's CVX Position: Q1 2026 in Review

Endeavor Private Wealth increased its Chevron (CVX) stake by 5% in Q1 2026, buying an estimated $33.7K and bringing the position to 3,869 shares worth $801K. The position accounts for 0.23% of the portfolio, ranked #84.

Endeavor Private Wealth first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Endeavor Private Wealth held 3,869 shares of Chevron worth $801K as of Q1 2026.
  • Endeavor Private Wealth bought 185 Chevron shares in Q1 2026, an estimated $33.7K.
  • Chevron made up 0.23% of Endeavor Private Wealth's portfolio in Q1 2026, its #84 holding.
  • Endeavor Private Wealth first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.