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Finer Wealth Management’s Chevron CVX Stock Holding History

Finer 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 		$3.19M Sell
15,423
-92
-0.6% -$16.8K 1.6% 19
2025
Q4 		$2.36M Sell
15,515
-86
-0.6% -$13.1K 1.14% 26
2025
Q3 		$2.42M Sell
15,601
-179
-1% -$27.7K 1.21% 28
2025
Q2 		$2.26M Sell
15,780
-331
-2% -$46.7K 1.21% 26
2025
Q1 		$2.7M Buy
16,111
+658
+4% +$103K 1.61% 19
2024
Q4 		$2.24M Sell
15,453
-246
-2% -$37.7K 1.28% 24
2024
Q3 		$2.31M Sell
15,699
-104
-0.7% -$15.5K 1.43% 21
2024
Q2 		$2.47M Buy
15,803
+273
+2% +$43.5K 1.59% 17
2024
Q1 		$2.45M Sell
15,530
-134
-0.9% -$20.2K 1.61% 18
2023
Q4 		$2.34M Sell
15,664
-413
-3% -$62.5K 1.74% 18
2023
Q3 		$2.71M Sell
16,077
-581
-3% -$93.8K 2.17% 13
2023
Q2 		$2.62M Sell
16,658
-141
-0.8% -$22.6K 2.05% 13
2023
Q1 		$2.74M Buy
16,799
+598
+4% +$100K 2.32% 11
2022
Q4 		$2.91M Buy
16,201
+301
+2% +$52.5K 2.72% 10
2022
Q3 		$2.28M Buy
15,900
+335
+2% +$51.1K 2.25% 14
2022
Q2 		$2.25M Buy
15,565
+1,440
+10% +$238K 2.06% 16
2022
Q1 		$2.3M Buy
14,125
+861
+6% +$123K 1.88% 18
2021
Q4 		$1.56M Buy
+13,264
New +$1.51M 1.29% 24

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

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

Finer Wealth Management reduced its Chevron (CVX) stake by 0.59% in Q1 2026, selling an estimated $16.8K and leaving 15,423 shares worth $3.19M. The position accounts for 1.6% of the portfolio, ranked #19.

Finer Wealth Management first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Finer Wealth Management held 15,423 shares of Chevron worth $3.19M as of Q1 2026.
  • Finer Wealth Management sold 92 Chevron shares in Q1 2026, an estimated $16.8K.
  • Chevron made up 1.6% of Finer Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Finer Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.