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Glass Wealth Management’s Chevron CVX Stock Holding History

Glass 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 		$6.07M Buy
29,318
+1,183
+4% +$216K 2.35% 16
2025
Q4 		$4.29M Buy
28,135
+2,168
+8% +$330K 1.76% 20
2025
Q3 		$4.03M Buy
25,967
+3,480
+15% +$539K 1.8% 20
2025
Q2 		$3.22M Buy
22,487
+7
+0% +$987 1.71% 20
2025
Q1 		$3.76M Sell
22,480
-1,187
-5% -$186K 2.26% 15
2024
Q4 		$3.43M Sell
23,667
-1,262
-5% -$193K 1.86% 17
2024
Q3 		$3.67M Buy
24,929
+1,372
+6% +$204K 2.03% 18
2024
Q2 		$3.68M Buy
23,557
+420
+2% +$67K 2.15% 15
2024
Q1 		$3.65M Buy
+23,137
New +$3.49M 2.23% 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

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

Glass Wealth Management increased its Chevron (CVX) stake by 4.2% in Q1 2026, buying an estimated $216K and bringing the position to 29,318 shares worth $6.07M. The position accounts for 2.35% of the portfolio, ranked #16.

Glass Wealth Management first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Glass Wealth Management held 29,318 shares of Chevron worth $6.07M as of Q1 2026.
  • Glass Wealth Management bought 1,183 Chevron shares in Q1 2026, an estimated $216K.
  • Chevron made up 2.35% of Glass Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Glass Wealth Management first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Glass Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.