EWM
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Endowment Wealth Management’s Chevron CVX Stock Holding History

Endowment 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 		$427K Sell
2,064
-18
-0.9% -$3.28K 0.19% 90
2025
Q4 		$317K Buy
2,082
+118
+6% +$18K 0.15% 105
2025
Q3 		$305K Buy
1,964
+325
+20% +$50.3K 0.14% 111
2025
Q2 		$235K Sell
1,639
-13
-0.8% -$1.83K 0.12% 127
2025
Q1 		$276K Buy
+1,652
New +$259K 0.18% 109

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

Endowment Wealth Management's CVX Position: Q1 2026 in Review

Endowment Wealth Management reduced its Chevron (CVX) stake by 0.86% in Q1 2026, selling an estimated $3.28K and leaving 2,064 shares worth $427K. The position accounts for 0.19% of the portfolio, ranked #90.

Endowment Wealth Management first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Endowment Wealth Management held 2,064 shares of Chevron worth $427K as of Q1 2026.
  • Endowment Wealth Management sold 18 Chevron shares in Q1 2026, an estimated $3.28K.
  • Chevron made up 0.19% of Endowment Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Endowment Wealth Management first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.