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Heirloom Wealth Management’s Chevron CVX Stock Holding History

Heirloom 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 		$339K Buy
1,639
+59
+4% +$10.8K 0.06% 78
2025
Q4 		$241K Buy
1,580
+31
+2% +$4.72K 0.06% 40
2025
Q3 		$241K Buy
1,549
+4
+0.3% +$619 0.06% 40
2025
Q2 		$221K Sell
1,545
-578
-27% -$81.5K 0.06% 42
2025
Q1 		$355K Sell
2,123
-643
-23% -$101K 0.1% 35
2024
Q4 		$401K Buy
2,766
+90
+3% +$13.8K 0.12% 35
2024
Q3 		$394K Buy
2,676
+39
+1% +$5.8K 0.12% 34
2024
Q2 		$412K Sell
2,637
-211
-7% -$33.6K 0.13% 31
2024
Q1 		$449K Sell
2,848
-547
-16% -$82.5K 0.15% 36
2023
Q4 		$506K Sell
3,395
-266
-7% -$40.2K 0.19% 35
2023
Q3 		$617K Sell
3,661
-76
-2% -$12.3K 0.27% 31
2023
Q2 		$588K Sell
3,737
-329
-8% -$52.7K 0.26% 35
2023
Q1 		$663K Sell
4,066
-420
-9% -$70.4K 0.32% 31
2022
Q4 		$805K Buy
+4,486
New +$783K 0.5% 27
2022
Q2 		$697K Sell
4,486
-723
-14% -$120K 0.57% 21
2022
Q1 		$874K Buy
+5,209
New +$747K 0.61% 21

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

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

Heirloom Wealth Management increased its Chevron (CVX) stake by 3.7% in Q1 2026, buying an estimated $10.8K and bringing the position to 1,639 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #78.

Heirloom Wealth Management first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. The position peaked at $874K in Q1 2022. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Heirloom Wealth Management held 1,639 shares of Chevron worth $339K as of Q1 2026.
  • Heirloom Wealth Management bought 59 Chevron shares in Q1 2026, an estimated $10.8K.
  • Chevron made up 0.06% of Heirloom Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Heirloom Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • Heirloom Wealth Management's Chevron position peaked at $874K in Q1 2022.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.