HWM
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HighMark Wealth Management’s Chevron CVX Stock Holding History

HighMark 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 		$118K Buy
573
+9
+2% +$1.64K 0.05% 103
2025
Q4 		$85.9K Sell
564
-74
-12% -$11.3K 0.04% 121
2025
Q3 		$99K Buy
638
+7
+1% +$1.08K 0.04% 117
2025
Q2 		$90.3K Buy
631
+575
+1,027% +$81.1K 0.04% 120
2025
Q1 		$9.4K Sell
56
-52
-48% -$8.14K 0.01% 296
2024
Q4 		$15.6K Sell
108
-569
-84% -$87.1K 0.01% 230
2024
Q3 		$99.7K Sell
677
-25
-4% -$3.72K 0.05% 102
2024
Q2 		$110K Sell
702
-13
-2% -$2.07K 0.07% 91
2024
Q1 		$123K Sell
715
-26
-4% -$3.92K 0.08% 90
2023
Q4 		$111K Sell
741
-193
-21% -$29.2K 0.08% 89
2023
Q3 		$158K Buy
934
+205
+28% +$33.1K 0.13% 56
2023
Q2 		$113K Buy
729
+16
+2% +$2.56K 0.09% 76
2023
Q1 		$116K Sell
713
-274
-28% -$45.9K 0.09% 91
2022
Q4 		$177K Sell
987
-1
-0.1% -$175 0.13% 54
2022
Q3 		$142K Buy
988
+10
+1% +$1.52K 0.12% 56
2022
Q2 		$142K Buy
978
+45
+5% +$7.44K 0.11% 55
2022
Q1 		$152K Sell
933
-16
-2% -$2.29K 0.1% 64
2021
Q4 		$111K Buy
949
+87
+10% +$9.88K 0.07% 74
2021
Q3 		$87K Buy
862
+3
+0.3% +$299 0.06% 84
2021
Q2 		$90K Sell
859
-11
-1% -$1.16K 0.07% 80
2021
Q1 		$91K Hold
870
– – 0.07% 71
2020
Q4 		$73K Buy
870
+506
+139% +$41K 0.06% 79
2020
Q3 		$26K Buy
364
+5
+1% +$421 0.02% 142
2020
Q2 		$32K Sell
359
-10
-3% -$895 0.04% 96
2020
Q1 		$26K Sell
369
-113
-23% -$11.2K 0.03% 99
2019
Q4 		$58K Buy
+482
New +$56.8K 0.06% 74

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 $336B AUM 34.66% 1-Year Est. Return

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

HighMark Wealth Management increased its Chevron (CVX) stake by 1.6% in Q1 2026, buying an estimated $1.64K and bringing the position to 573 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #103.

HighMark Wealth Management first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. The position peaked at $177K in Q4 2022. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • HighMark Wealth Management held 573 shares of Chevron worth $118K as of Q1 2026.
  • HighMark Wealth Management bought 9 Chevron shares in Q1 2026, an estimated $1.64K.
  • Chevron made up 0.05% of HighMark Wealth Management's portfolio in Q1 2026, its #103 holding.
  • HighMark Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's Chevron position peaked at $177K in Q4 2022.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.