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Fortress Financial Solutions’s Chevron CVX Stock Holding History

Fortress Financial Solutions’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 		$220K Buy
+1,065
New +$194K 0.23% 54

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fortress Financial Solutions's CVX Position: Q1 2026 in Review

Fortress Financial Solutions opened a new position in Chevron (CVX) in Q1 2026: 1,065 shares worth $220K. The stake represents 0.23% of the portfolio and ranks #54 among its holdings.

4,295 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Fortress Financial Solutions held 1,065 shares of Chevron worth $220K as of Q1 2026.
  • Chevron was a new Fortress Financial Solutions position in Q1 2026.
  • Chevron made up 0.23% of Fortress Financial Solutions's portfolio in Q1 2026, its #54 holding.
  • 4,295 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.