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High Net Worth Advisory Group’s Chevron CVX Stock Holding History

High Net Worth Advisory Group’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 		$2.25M Buy
10,866
+113
+1% +$20.6K 0.52% 50
2025
Q4 		$1.64M Buy
10,753
+1,303
+14% +$198K 0.38% 62
2025
Q3 		$1.47M Sell
9,450
-1,475
-14% -$228K 0.35% 63
2025
Q2 		$1.56M Sell
10,925
-473
-4% -$66.7K 0.41% 55
2025
Q1 		$1.91M Buy
11,398
+102
+0.9% +$16K 0.54% 47
2024
Q4 		$1.64M Sell
11,296
-2,155
-16% -$330K 0.46% 55
2024
Q3 		$1.98M Buy
13,451
+435
+3% +$64.7K 0.54% 43
2024
Q2 		$2.04M Buy
13,016
+866
+7% +$138K 0.62% 41
2024
Q1 		$1.92M Buy
12,150
+2,251
+23% +$340K 0.6% 39
2023
Q4 		$1.48M Sell
9,899
-991
-9% -$150K 0.55% 50
2023
Q3 		$1.84M Buy
10,890
+673
+7% +$109K 0.74% 34
2023
Q2 		$1.61M Buy
10,217
+643
+7% +$103K 0.62% 44
2023
Q1 		$1.56M Sell
9,574
-66
-0.7% -$11.1K 0.64% 41
2022
Q4 		$1.73M Sell
9,640
-169
-2% -$29.5K 0.67% 36
2022
Q3 		$1.41M Buy
9,809
+773
+9% +$118K 0.6% 45
2022
Q2 		$1.31M Sell
9,036
-1,713
-16% -$283K 0.54% 49
2022
Q1 		$1.75M Sell
10,749
-3,080
-22% -$442K 0.64% 39
2021
Q4 		$1.62M Buy
+13,829
New +$1.57M 0.57% 41

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

High Net Worth Advisory Group's CVX Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Chevron (CVX) stake by 1.1% in Q1 2026, buying an estimated $20.6K and bringing the position to 10,866 shares worth $2.25M. The position accounts for 0.52% of the portfolio, ranked #50.

High Net Worth Advisory Group first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • High Net Worth Advisory Group held 10,866 shares of Chevron worth $2.25M as of Q1 2026.
  • High Net Worth Advisory Group bought 113 Chevron shares in Q1 2026, an estimated $20.6K.
  • Chevron made up 0.52% of High Net Worth Advisory Group's portfolio in Q1 2026, its #50 holding.
  • High Net Worth Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.