EWM
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EPG Wealth Management’s Chevron CVX Stock Holding History

EPG 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 		$3.08M Buy
14,900
+1,242
+9% +$226K 0.84% 26
2025
Q4 		$2.08M Buy
13,658
+466
+4% +$71K 0.56% 44
2025
Q3 		$2.05M Buy
13,192
+764
+6% +$118K 0.56% 47
2025
Q2 		$1.78M Sell
12,428
-200
-2% -$28.2K 0.53% 51
2025
Q1 		$2.11M Buy
12,628
+1,497
+13% +$234K 0.59% 36
2024
Q4 		$1.61M Sell
11,131
-150
-1% -$23K 0.43% 61
2024
Q3 		$1.66M Buy
+11,281
New +$1.68M 0.42% 63
2024
Q2 		– Sell
-11,223
Closed -$1.79M – 62
2024
Q1 		$1.77M Buy
11,223
+296
+3% +$44.7K 0.43% 61
2023
Q4 		$1.65M Buy
10,927
+578
+6% +$87.4K 0.43% 60
2023
Q3 		$1.75M Buy
10,349
+1,071
+12% +$173K 0.53% 39
2023
Q2 		$1.46M Buy
9,278
+504
+6% +$80.8K 0.43% 55
2023
Q1 		$1.43M Buy
8,774
+3,524
+67% +$591K 0.45% 51
2022
Q4 		$942K Sell
5,250
-171
-3% -$29.8K 0.36% 66
2022
Q3 		$779K Buy
5,421
+349
+7% +$53.2K 0.32% 75
2022
Q2 		$734K Buy
5,072
+173
+4% +$28.6K 0.31% 77
2022
Q1 		$798K Buy
4,899
+1,030
+27% +$148K 0.28% 73
2021
Q4 		$454K Buy
3,869
+66
+2% +$7.5K 0.16% 124
2021
Q3 		$386K Sell
3,803
-533
-12% -$53.2K 0.15% 132
2021
Q2 		$454K Sell
4,336
-4
-0.1% -$422 0.19% 114
2021
Q1 		$455K Buy
+4,340
New +$424K 0.22% 104
2020
Q3 		– Sell
-2,584
Closed -$231K – 127
2020
Q2 		$231K Buy
2,584
+97
+4% +$8.68K 0.16% 124
2020
Q1 		$180K Buy
2,487
+1,299
+109% +$128K 0.13% 130
2019
Q4 		$143K Buy
+1,188
New +$140K 0.1% 124

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

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

EPG Wealth Management increased its Chevron (CVX) stake by 9.1% in Q1 2026, buying an estimated $226K and bringing the position to 14,900 shares worth $3.08M. The position accounts for 0.84% of the portfolio, ranked #26.

EPG Wealth Management first reported a position in CVX in Q4 2019 and has held it in 23 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • EPG Wealth Management held 14,900 shares of Chevron worth $3.08M as of Q1 2026.
  • EPG Wealth Management bought 1,242 Chevron shares in Q1 2026, an estimated $226K.
  • Chevron made up 0.84% of EPG Wealth Management's portfolio in Q1 2026, its #26 holding.
  • EPG Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 23 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.