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Gen-Wealth Partners’s Chevron CVX Stock Holding History

Gen-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 		$3.68M Buy
17,782
+1,021
+6% +$186K 1.16% 16
2025
Q4 		$2.55M Buy
16,761
+1,728
+11% +$263K 0.82% 25
2025
Q3 		$2.33M Buy
15,033
+2,377
+19% +$368K 0.79% 24
2025
Q2 		$1.81M Buy
12,656
+904
+8% +$127K 0.7% 31
2025
Q1 		$1.97M Buy
11,752
+688
+6% +$108K 0.82% 25
2024
Q4 		$1.6M Buy
11,064
+541
+5% +$82.8K 0.69% 28
2024
Q3 		$1.56M Sell
10,523
-683
-6% -$102K 0.68% 27
2024
Q2 		$1.75M Buy
11,206
+152
+1% +$24.2K 0.85% 25
2024
Q1 		$1.74M Buy
+11,054
New +$1.67M 0.86% 23

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

Gen-Wealth Partners's CVX Position: Q1 2026 in Review

Gen-Wealth Partners increased its Chevron (CVX) stake by 6.1% in Q1 2026, buying an estimated $186K and bringing the position to 17,782 shares worth $3.68M. The position accounts for 1.16% of the portfolio, ranked #16.

Gen-Wealth Partners first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Gen-Wealth Partners held 17,782 shares of Chevron worth $3.68M as of Q1 2026.
  • Gen-Wealth Partners bought 1,021 Chevron shares in Q1 2026, an estimated $186K.
  • Chevron made up 1.16% of Gen-Wealth Partners's portfolio in Q1 2026, its #16 holding.
  • Gen-Wealth Partners first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.