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Geneos Wealth Management’s Chevron CVX Stock Holding History

Geneos 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 		$18.4M Sell
88,781
-3,029
-3% -$552K 0.43% 54
2025
Q4 		$14M Sell
91,810
-356
-0.4% -$54.2K 0.34% 65
2025
Q3 		$14.3M Buy
92,166
+30,949
+51% +$4.79M 0.36% 62
2025
Q2 		$8.77M Sell
61,217
-46,008
-43% -$6.49M 0.21% 120
2025
Q1 		$17.9M Buy
107,225
+67,863
+172% +$10.6M 0.26% 97
2024
Q4 		$5.7M Buy
39,362
+2,697
+7% +$413K 0.2% 112
2024
Q3 		$5.4M Buy
36,665
+1,279
+4% +$190K 0.21% 114
2024
Q2 		$5.54M Sell
35,386
-3,530
-9% -$563K 0.25% 91
2024
Q1 		$6.14M Buy
38,916
+844
+2% +$127K 0.28% 81
2023
Q4 		$5.68M Sell
38,072
-570
-1% -$86.2K 0.28% 86
2023
Q3 		$6.52M Buy
38,642
+2,500
+7% +$404K 0.34% 67
2023
Q2 		$5.69M Buy
36,142
+5,367
+17% +$860K 0.3% 80
2023
Q1 		$5.02M Sell
30,775
-4,682
-13% -$785K 0.3% 81
2022
Q4 		$6.36M Sell
35,457
-427
-1% -$74.5K 0.39% 55
2022
Q3 		$5.16M Sell
35,884
-42,094
-54% -$6.42M 0.36% 62
2022
Q2 		$11.4M Buy
77,978
+5,682
+8% +$939K 0.56% 34
2022
Q1 		$11.8M Sell
72,296
-10,177
-12% -$1.46M 0.51% 36
2021
Q4 		$9.68M Sell
82,473
-2,716
-3% -$309K 0.37% 54
2021
Q3 		$8.89M Buy
85,189
+910
+1% +$90.8K 0.34% 58
2021
Q2 		$8.94M Sell
84,279
-8,269
-9% -$873K 0.35% 59
2021
Q1 		$9.54M Sell
92,548
-4,032
-4% -$394K 0.27% 86
2020
Q4 		$9.38M Buy
96,580
+15,405
+19% +$1.25M 0.38% 53
2020
Q3 		$5.83M Sell
81,175
-856
-1% -$72K 0.3% 73
2020
Q2 		$7.09M Buy
82,031
+1,917
+2% +$172K 0.39% 57
2020
Q1 		$5.51M Sell
80,114
-162
-0.2% -$16K 0.37% 61
2019
Q4 		$9.66M Buy
80,276
+9,375
+13% +$1.1M 0.52% 36
2019
Q3 		$8.41M Buy
70,901
+717
+1% +$87.1K 0.5% 39
2019
Q2 		$8.74M Sell
70,184
-373
-0.5% -$45.1K 0.54% 34
2019
Q1 		$8.69M Buy
70,557
+2,005
+3% +$237K 0.57% 31
2018
Q4 		$7.45M Buy
68,552
+972
+1% +$113K 0.55% 36
2018
Q3 		$8.27M Buy
67,580
+2,549
+4% +$309K 0.55% 32
2018
Q2 		$8.22M Sell
65,031
-7,316
-10% -$908K 0.64% 29
2018
Q1 		$8.25M Sell
72,347
-1,866
-3% -$223K 0.72% 24
2017
Q4 		$9.29M Sell
74,213
-1,982
-3% -$235K 0.83% 17
2017
Q3 		$8.95M Buy
76,195
+976
+1% +$107K 0.89% 14
2017
Q2 		$7.85M Sell
75,219
-1,392
-2% -$147K 0.8% 21
2017
Q1 		$8.22M Buy
76,611
+4,925
+7% +$552K 0.86% 15
2016
Q4 		$8.44M Buy
71,686
+2,800
+4% +$305K 1.11% 8
2016
Q3 		$7.09M Buy
68,886
+998
+1% +$102K 0.95% 18
2016
Q2 		$7.07M Sell
67,888
-3,393
-5% -$341K 1.03% 14
2016
Q1 		$6.72M Buy
+71,281
New +$6.23M 1.03% 15

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

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

Geneos Wealth Management reduced its Chevron (CVX) stake by 3.3% in Q1 2026, selling an estimated $552K and leaving 88,781 shares worth $18.4M. The position accounts for 0.43% of the portfolio, ranked #54.

Geneos Wealth Management first reported a position in CVX in Q1 2016 and has held it in 41 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Geneos Wealth Management held 88,781 shares of Chevron worth $18.4M as of Q1 2026.
  • Geneos Wealth Management sold 3,029 Chevron shares in Q1 2026, an estimated $552K.
  • Chevron made up 0.43% of Geneos Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Geneos Wealth Management first reported a position in Chevron in Q1 2016 and has held it in 41 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.