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
2025 Q4	–	Sell	-1,400	Closed	-$217K	–	219
2025 Q3	$217K	Buy	+1,400	New	+$217K	0.02%	175
2025 Q1	–	Sell	-2,200	Closed	-$22	–	201
2024 Q4	$22	Hold	2,200	–	–	﹤0.01%	185
2024 Q3	$324K	Hold	2,200	–	–	0.04%	146
2024 Q2	$344K	Sell	2,200 -2,600	-54%	-$415K	0.05%	125
2024 Q1	$757K	Buy	+4,800	New	+$724K	0.12%	72
2022 Q4	–	Sell	-2,400	Closed	-$1K	–	1110
2022 Q3	$1K	Buy	+2,400	New	+$366K	﹤0.01%	821

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

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. 4,265 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.
4,265 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.