FWM
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ForthRight Wealth Management’s Chevron CVX Stock Holding History

ForthRight 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 		$309K Hold
1,492
– – 0.09% 61
2025
Q4 		$227K Hold
1,492
– – 0.07% 67
2025
Q3 		$232K Hold
1,492
– – 0.07% 65
2025
Q2 		$214K Hold
1,492
– – 0.07% 63
2025
Q1 		$250K Sell
1,492
-77
-5% -$12.1K 0.08% 54
2024
Q4 		$227K Buy
1,569
+39
+3% +$5.97K 0.08% 59
2024
Q3 		$225K Buy
1,530
+49
+3% +$7.29K 0.08% 59
2024
Q2 		$232K Buy
1,481
+5
+0.3% +$797 0.08% 59
2024
Q1 		$233K Buy
1,476
+5
+0.3% +$755 0.08% 60
2023
Q4 		$219K Sell
1,471
-5
-0.3% -$756 0.09% 56
2023
Q3 		$249K Buy
1,476
+14
+1% +$2.26K 0.11% 48
2023
Q2 		$230K Sell
1,462
-170
-10% -$27.3K 0.1% 53
2023
Q1 		$266K Buy
1,632
+179
+12% +$30K 0.12% 43
2022
Q4 		$261K Buy
1,453
+4
+0.3% +$698 0.13% 42
2022
Q3 		$208K Sell
1,449
-435
-23% -$66.3K 0.12% 44
2022
Q2 		$273K Buy
1,884
+3
+0.2% +$496 0.15% 38
2022
Q1 		$306K Sell
1,881
-34
-2% -$4.88K 0.16% 35
2021
Q4 		$225K Sell
1,915
-84
-4% -$9.54K 0.12% 41
2021
Q3 		$203K Buy
+1,999
New +$199K 0.12% 37
2021
Q1 		– Sell
-1,404
Closed -$119K – 65
2020
Q4 		$119K Buy
+1,404
New +$114K 0.09% 41

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

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

ForthRight Wealth Management held its Chevron (CVX) position steady in Q1 2026 at 1,492 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #61.

ForthRight Wealth Management first reported a position in CVX in Q4 2020 and has held it in 20 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • ForthRight Wealth Management held 1,492 shares of Chevron worth $309K as of Q1 2026.
  • ForthRight Wealth Management left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.09% of ForthRight Wealth Management's portfolio in Q1 2026, its #61 holding.
  • ForthRight Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 20 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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