Facet Wealth Inc’s Chevron CVX Stock Holding History

Facet Wealth Inc’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	$1.37M	Buy	6,644 +1,613	+32%	+$294K	0.02%	87
2025 Q4	$855K	Buy	5,031 +2,679	+114%	+$408K	0.02%	109
2025 Q3	$365K	Buy	2,352 +638	+37%	+$98.8K	0.01%	146
2025 Q2	$260K	Buy	+1,714	New	+$242K	0.01%	151
2024 Q4	–	Sell	-1,351	Closed	-$207K	–	145
2024 Q3	$207K	Buy	+1,351	New	+$201K	0.01%	139

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

Facet Wealth Inc's CVX Position: Q1 2026 in Review

Facet Wealth Inc increased its Chevron (CVX) stake by 32% in Q1 2026, buying an estimated $294K and bringing the position to 6,644 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #87.

Facet Wealth Inc first reported a position in CVX in Q3 2024 and has held it in 5 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Facet Wealth Inc held 6,644 shares of Chevron worth $1.37M as of Q1 2026.
Facet Wealth Inc bought 1,613 Chevron shares in Q1 2026, an estimated $294K.
Chevron made up 0.02% of Facet Wealth Inc's portfolio in Q1 2026, its #87 holding.
Facet Wealth Inc first reported a position in Chevron in Q3 2024 and has held it in 5 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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