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Focused Wealth Management’s Chevron CVX Stock Holding History

Focused 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 		$467K Buy
2,255
+198
+10% +$36.1K 0.05% 122
2025
Q4 		$313K Buy
2,057
+116
+6% +$17.7K 0.03% 138
2025
Q3 		$301K Buy
1,941
+149
+8% +$23.1K 0.03% 143
2025
Q2 		$257K Buy
1,792
+14
+0.8% +$1.97K 0.03% 147
2025
Q1 		$297K Sell
1,778
-137
-7% -$21.4K 0.04% 125
2024
Q4 		$277K Buy
1,915
+59
+3% +$9.03K 0.04% 121
2024
Q3 		$273K Buy
1,856
+14
+0.8% +$2.08K 0.04% 163
2024
Q2 		$288K Sell
1,842
-3
-0.2% -$478 0.04% 146
2024
Q1 		$291K Sell
1,845
-15
-0.8% -$2.26K 0.04% 128
2023
Q4 		$277K Buy
1,860
+3
+0.2% +$454 0.05% 110
2023
Q3 		$313K Buy
1,857
+132
+8% +$21.3K 0.06% 97
2023
Q2 		$271K Buy
1,725
+52
+3% +$8.34K 0.05% 118
2023
Q1 		$273K Buy
1,673
+17
+1% +$2.85K 0.06% 115
2022
Q4 		$297K Sell
1,656
-30
-2% -$5.24K 0.06% 102
2022
Q3 		$242K Buy
1,686
+121
+8% +$18.5K 0.05% 115
2022
Q2 		$227K Buy
1,565
+2
+0.1% +$331 0.04% 125
2022
Q1 		$254K Sell
1,563
-17
-1% -$2.44K 0.04% 137
2021
Q4 		$185K Buy
1,580
+8
+0.5% +$909 0.03% 178
2021
Q3 		$159K Buy
1,572
+408
+35% +$40.7K 0.03% 198
2021
Q2 		$122K Buy
1,164
+4
+0.3% +$422 0.02% 259
2021
Q1 		$122K Buy
1,160
+19
+2% +$1.85K 0.02% 246
2020
Q4 		$96K Buy
1,141
+78
+7% +$6.32K 0.02% 273
2020
Q3 		$77K Sell
1,063
-566
-35% -$47.6K 0.02% 273
2020
Q2 		$145K Buy
1,629
+2
+0.1% +$179 0.03% 167
2020
Q1 		$118K Sell
1,627
-216
-12% -$21.3K 0.03% 174
2019
Q4 		$222K Buy
1,843
+873
+90% +$103K 0.05% 133
2019
Q3 		$115K Sell
970
-207
-18% -$25.1K 0.03% 216
2019
Q2 		$146K Buy
1,177
+4
+0.3% +$484 0.04% 183
2019
Q1 		$145K Buy
1,173
+3
+0.3% +$355 0.04% 160
2018
Q4 		$127K Sell
1,170
-4,693
-80% -$544K 0.04% 195
2018
Q3 		$717K Buy
5,863
+4,787
+445% +$581K 0.24% 68
2018
Q2 		$136K Hold
1,076
– – 0.05% 197
2018
Q1 		$123K Sell
1,076
-2,985
-74% -$357K 0.04% 222
2017
Q4 		$508K Sell
4,061
-10,080
-71% -$1.2M 0.16% 81
2017
Q3 		$1.66M Buy
14,141
+4,217
+42% +$460K 0.55% 34
2017
Q2 		$1.03M Buy
9,924
+101
+1% +$10.7K 0.39% 42
2017
Q1 		$1.05M Sell
9,823
-1,624
-14% -$182K 0.41% 40
2016
Q4 		$1.35M Sell
11,447
-83
-0.7% -$9.04K 0.57% 33
2016
Q3 		$1.19M Sell
11,530
-1,576
-12% -$161K 0.52% 35
2016
Q2 		$1.37M Sell
13,106
-321
-2% -$32.3K 0.63% 30
2016
Q1 		$1.28M Sell
13,427
-159
-1% -$13.9K 0.7% 33
2015
Q4 		$1.22M Buy
13,586
+3,846
+39% +$347K 0.7% 31
2015
Q3 		$768K Buy
9,740
+4,761
+96% +$401K 0.49% 39
2015
Q2 		$480K Buy
4,979
+2,222
+81% +$233K 0.3% 56
2015
Q1 		$289K Sell
2,757
-71
-3% -$7.58K 0.18% 84
2014
Q4 		$317K Buy
2,828
+315
+13% +$35.8K 0.22% 74
2014
Q3 		$300K Buy
2,513
+515
+26% +$65.7K 0.23% 76
2014
Q2 		$261K Buy
1,998
+819
+69% +$102K 0.2% 76
2014
Q1 		$140K Buy
1,179
+4
+0.3% +$465 0.12% 106
2013
Q4 		$147K Buy
1,175
+3
+0.3% +$363 0.12% 109
2013
Q3 		$142K Buy
+1,172
New +$144K 0.14% 104

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 $336B AUM 34.66% 1-Year Est. Return

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

Focused Wealth Management increased its Chevron (CVX) stake by 9.6% in Q1 2026, buying an estimated $36.1K and bringing the position to 2,255 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #122.

Focused Wealth Management first reported a position in CVX in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.66M in Q3 2017. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Focused Wealth Management held 2,255 shares of Chevron worth $467K as of Q1 2026.
  • Focused Wealth Management bought 198 Chevron shares in Q1 2026, an estimated $36.1K.
  • Chevron made up 0.05% of Focused Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Focused Wealth Management first reported a position in Chevron in Q3 2013 and has held it in 51 quarters since.
  • Focused Wealth Management's Chevron position peaked at $1.66M in Q3 2017.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.