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Heritage Wealth Management (Texas)’s Chevron CVX Stock Holding History

Heritage Wealth Management (Texas)’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 		$629K Sell
3,038
-2
-0.1% -$365 0.27% 20
2025
Q4 		$463K Sell
3,040
-192
-6% -$29.2K 0.2% 26
2025
Q3 		$502K Buy
3,232
+1,280
+66% +$198K 0.22% 23
2025
Q2 		$280K Buy
1,952
+3
+0.2% +$423 0.14% 30
2025
Q1 		$326K Sell
1,949
-19
-1% -$2.97K 0.19% 28
2024
Q4 		$285K Buy
1,968
+3
+0.2% +$459 0.17% 28
2024
Q3 		$289K Buy
1,965
+3
+0.2% +$447 0.17% 31
2024
Q2 		$307K Buy
1,962
+3
+0.2% +$478 0.19% 29
2024
Q1 		$309K Buy
1,959
+2
+0.1% +$302 0.2% 31
2023
Q4 		$292K Buy
1,957
+245
+14% +$37.1K 0.21% 30
2023
Q3 		$289K Sell
1,712
-7
-0.4% -$1.13K 0.26% 23
2023
Q2 		$270K Buy
+1,719
New +$276K 0.24% 23
2023
Q1 		– Sell
-1,297
Closed -$233K – 27
2022
Q4 		$233K Buy
+1,297
New +$226K 0.24% 26

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

Heritage Wealth Management (Texas)'s CVX Position: Q1 2026 in Review

Heritage Wealth Management (Texas) reduced its Chevron (CVX) stake by 0.07% in Q1 2026, selling an estimated $365 and leaving 3,038 shares worth $629K. The position accounts for 0.27% of the portfolio, ranked #20.

Heritage Wealth Management (Texas) first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Heritage Wealth Management (Texas) held 3,038 shares of Chevron worth $629K as of Q1 2026.
  • Heritage Wealth Management (Texas) sold 2 Chevron shares in Q1 2026, an estimated $365.
  • Chevron made up 0.27% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #20 holding.
  • Heritage Wealth Management (Texas) first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.