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FSB Premier Wealth Management’s Chevron CVX Stock Holding History

FSB Premier 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 		$403K Buy
1,950
+337
+21% +$61.5K 0.13% 155
2025
Q4 		$246K Sell
1,613
-37
-2% -$5.63K 0.08% 211
2025
Q3 		$256K Sell
1,650
-17
-1% -$2.63K 0.08% 205
2025
Q2 		$239K Sell
1,667
-11
-0.7% -$1.55K 0.09% 196
2025
Q1 		$281K Sell
1,678
-204
-11% -$31.9K 0.11% 177
2024
Q4 		$273K Sell
1,882
-2,793
-60% -$428K 0.11% 178
2024
Q3 		$689K Buy
4,675
+1,021
+28% +$152K 0.28% 94
2024
Q2 		$572K Buy
3,654
+896
+32% +$143K 0.26% 97
2024
Q1 		$435K Buy
2,758
+304
+12% +$45.9K 0.2% 101
2023
Q4 		$366K Buy
2,454
+415
+20% +$62.8K 0.18% 106
2023
Q3 		$344K Buy
2,039
+749
+58% +$121K 0.19% 101
2023
Q2 		$203K Sell
1,290
-672
-34% -$108K 0.11% 150
2023
Q1 		$320K Sell
1,962
-73
-4% -$12.2K 0.18% 105
2022
Q4 		$365K Sell
2,035
-73
-3% -$12.7K 0.2% 98
2022
Q3 		$302K Hold
2,108
– – 0.18% 109
2022
Q2 		$305K Sell
2,108
-9
-0.4% -$1.49K 0.17% 106
2022
Q1 		$342K Buy
2,117
+41
+2% +$5.88K 0.17% 102
2021
Q4 		$243K Sell
2,076
-65
-3% -$7.38K 0.1% 117
2021
Q3 		$217K Sell
2,141
-908
-30% -$90.6K 0.11% 101
2021
Q2 		$319K Buy
3,049
+741
+32% +$78.2K 0.16% 82
2021
Q1 		$241K Buy
+2,308
New +$225K 0.13% 88

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

FSB Premier Wealth Management's CVX Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Chevron (CVX) stake by 21% in Q1 2026, buying an estimated $61.5K and bringing the position to 1,950 shares worth $403K. The position accounts for 0.13% of the portfolio, ranked #155.

FSB Premier Wealth Management first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $689K in Q3 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • FSB Premier Wealth Management held 1,950 shares of Chevron worth $403K as of Q1 2026.
  • FSB Premier Wealth Management bought 337 Chevron shares in Q1 2026, an estimated $61.5K.
  • Chevron made up 0.13% of FSB Premier Wealth Management's portfolio in Q1 2026, its #155 holding.
  • FSB Premier Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • FSB Premier Wealth Management's Chevron position peaked at $689K in Q3 2024.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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