Entruity Wealth’s Chevron CVX Stock Holding History

Entruity 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	$5.69M	Buy	27,482 +1,168	+4%	+$213K	3.86%	7
2025 Q4	$4.01M	Buy	26,314 +16,980	+182%	+$2.59M	2.86%	12
2025 Q3	$1.45M	Hold	9,334	–	–	1.13%	24
2025 Q2	$1.34M	Buy	9,334 +100	+1%	+$14.1K	1.14%	24
2025 Q1	$1.54M	Sell	9,234 -355	-4%	-$55.6K	1.46%	20
2024 Q4	$1.39M	Buy	+9,589	New	+$1.47M	1.38%	19

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Entruity Wealth's CVX Position: Q1 2026 in Review

Entruity Wealth increased its Chevron (CVX) stake by 4.4% in Q1 2026, buying an estimated $213K and bringing the position to 27,482 shares worth $5.69M. The position accounts for 3.86% of the portfolio, ranked #7.

Entruity 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.

Entruity Wealth held 27,482 shares of Chevron worth $5.69M as of Q1 2026.
Entruity Wealth bought 1,168 Chevron shares in Q1 2026, an estimated $213K.
Chevron made up 3.86% of Entruity Wealth's portfolio in Q1 2026, its #7 holding.
Entruity 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 Entruity Wealth's 13F filing for Q1 2026, filed 8 May 2026.