FWP
CVX icon

Forefront Wealth Partners’s Chevron CVX Stock Holding History

Forefront Wealth Partners’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 		$232K Buy
+1,121
New +$204K 0.1% 145
2025
Q4 		– Sell
-1,624
Closed -$252K – 150
2025
Q3 		$252K Buy
+1,624
New +$252K 0.06% 167

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

Forefront Wealth Partners's CVX Position: Q1 2026 in Review

Forefront Wealth Partners opened a new position in Chevron (CVX) in Q1 2026: 1,121 shares worth $232K. The stake represents 0.1% of the portfolio and ranks #145 among its holdings. This is a return to the name: Forefront Wealth Partners previously reported a position in CVX as recently as Q3 2025.

Forefront Wealth Partners first reported a position in CVX in Q3 2025 and has held it in 2 quarters since. The position peaked at $252K in Q3 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Forefront Wealth Partners held 1,121 shares of Chevron worth $232K as of Q1 2026.
  • Chevron was a new Forefront Wealth Partners position in Q1 2026.
  • Chevron made up 0.1% of Forefront Wealth Partners's portfolio in Q1 2026, its #145 holding.
  • Forefront Wealth Partners first reported a position in Chevron in Q3 2025 and has held it in 2 quarters since.
  • Forefront Wealth Partners's Chevron position peaked at $252K in Q3 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.