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Horizon Wealth Management’s Chevron CVX Stock Holding History

Horizon 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 		$656K Buy
3,171
+34
+1% +$6.2K 0.1% 71
2025
Q4 		$478K Buy
3,137
+12
+0.4% +$1.83K 0.07% 78
2025
Q3 		$485K Buy
3,125
+25
+0.8% +$3.87K 0.07% 73
2025
Q2 		$444K Sell
3,100
-96
-3% -$13.5K 0.08% 63
2025
Q1 		$535K Buy
3,196
+181
+6% +$28.3K 0.09% 51
2024
Q4 		$437K Sell
3,015
-39,717
-93% -$6.08M 0.08% 57
2024
Q3 		$6.29M Buy
42,732
+40,189
+1,580% +$5.98M 1.26% 16
2024
Q2 		$398K Sell
2,543
-10,192
-80% -$1.63M 0.09% 46
2024
Q1 		$2.01M Buy
12,735
+10,165
+396% +$1.53M 0.52% 21
2023
Q4 		$383K Buy
2,570
+10
+0.4% +$1.51K 0.11% 46
2023
Q3 		$432K Buy
2,560
+133
+5% +$21.5K 0.17% 38
2023
Q2 		$382K Buy
2,427
+5
+0.2% +$802 0.15% 45
2023
Q1 		$395K Buy
2,422
+864
+55% +$145K 0.3% 39
2022
Q4 		$280K Sell
1,558
-20,038
-93% -$3.5M 0.23% 45
2022
Q3 		$3.1M Sell
21,596
-1,496
-6% -$228K 2.27% 14
2022
Q2 		$3.34M Buy
23,092
+1,363
+6% +$225K 1.38% 20
2022
Q1 		$3.54M Sell
21,729
-49
-0.2% -$7.03K 1.1% 23
2021
Q4 		$2.56M Buy
+21,778
New +$2.47M 0.75% 23

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

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

Horizon Wealth Management increased its Chevron (CVX) stake by 1.1% in Q1 2026, buying an estimated $6.2K and bringing the position to 3,171 shares worth $656K. The position accounts for 0.1% of the portfolio, ranked #71.

Horizon Wealth Management first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.29M in Q3 2024. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Horizon Wealth Management held 3,171 shares of Chevron worth $656K as of Q1 2026.
  • Horizon Wealth Management bought 34 Chevron shares in Q1 2026, an estimated $6.2K.
  • Chevron made up 0.1% of Horizon Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Horizon Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's Chevron position peaked at $6.29M in Q3 2024.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.