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Horst & Graben Wealth Management’s Chevron CVX Stock Holding History

Horst & Graben 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 		$3.91M Buy
21,174
+43
+0.2% +$7.84K 0.54% 37
2025
Q4 		$3.22M Sell
21,131
-18
-0.1% -$2.74K 0.49% 38
2025
Q3 		$3.28M Buy
21,149
+94
+0.4% +$14.6K 0.5% 39
2025
Q2 		$3.01M Sell
21,055
-91
-0.4% -$12.8K 0.5% 39
2025
Q1 		$3.54M Buy
21,146
+41
+0.2% +$6.42K 0.63% 31
2024
Q4 		$3.06M Sell
21,105
-61
-0.3% -$9.34K 0.54% 31
2024
Q3 		$3.12M Buy
21,166
+10
+0% +$1.49K 0.56% 30
2024
Q2 		$3.31M Buy
21,156
+9
+0% +$1.44K 0.63% 27
2024
Q1 		$3.34M Buy
21,147
+1,041
+5% +$157K 0.68% 27
2023
Q4 		$3M Buy
20,106
+16
+0.1% +$2.42K 0.66% 29
2023
Q3 		$3.39M Hold
20,090
– – 0.83% 22
2023
Q2 		$3.16M Sell
20,090
-165
-0.8% -$26.5K 0.75% 20
2023
Q1 		$3.31M Buy
20,255
+23
+0.1% +$3.86K 0.82% 20
2022
Q4 		$3.63M Buy
20,232
+21
+0.1% +$3.67K 0.95% 24
2022
Q3 		$2.9M Buy
20,211
+22
+0.1% +$3.35K 0.82% 24
2022
Q2 		$2.92M Buy
20,189
+20
+0.1% +$3.31K 0.79% 25
2022
Q1 		$3.28M Sell
20,169
-596
-3% -$85.5K 0.8% 27
2021
Q4 		$2.44M Buy
20,765
+52
+0.3% +$5.91K 0.61% 33
2021
Q3 		$2.1M Sell
20,713
-311
-1% -$31K 0.58% 33
2021
Q2 		$2.2M Sell
21,024
-410
-2% -$43.3K 0.61% 33
2021
Q1 		$2.25M Buy
21,434
+501
+2% +$48.9K 0.71% 28
2020
Q4 		$1.77M Sell
20,933
-2,689
-11% -$218K 0.61% 30
2020
Q3 		$1.7M Sell
23,622
-21,893
-48% -$1.84M 0.66% 28
2020
Q2 		$4.06M Sell
45,515
-823
-2% -$73.7K 1.78% 12
2020
Q1 		$3.36M Buy
+46,338
New +$4.58M 1.77% 11

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

Horst & Graben Wealth Management's CVX Position: Q1 2026 in Review

Horst & Graben Wealth Management increased its Chevron (CVX) stake by 0.2% in Q1 2026, buying an estimated $7.84K and bringing the position to 21,174 shares worth $3.91M. The position accounts for 0.54% of the portfolio, ranked #37.

Horst & Graben Wealth Management first reported a position in CVX in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.06M in Q2 2020. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Horst & Graben Wealth Management held 21,174 shares of Chevron worth $3.91M as of Q1 2026.
  • Horst & Graben Wealth Management bought 43 Chevron shares in Q1 2026, an estimated $7.84K.
  • Chevron made up 0.54% of Horst & Graben Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Horst & Graben Wealth Management first reported a position in Chevron in Q1 2020 and has held it in 25 quarters since.
  • Horst & Graben Wealth Management's Chevron position peaked at $4.06M in Q2 2020.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.