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IAG Wealth Partners’s Chevron CVX Stock Holding History

IAG Wealth Partners’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 		$306K Buy
1,481
+141
+11% +$25.7K 0.03% 101
2025
Q4 		$204K Sell
1,340
-185
-12% -$28.2K 0.02% 120
2025
Q3 		$237K Buy
1,525
+6
+0.4% +$929 0.03% 112
2025
Q2 		$217K Buy
1,519
+109
+8% +$15.4K 0.03% 110
2025
Q1 		$236K Sell
1,410
-233
-14% -$36.5K 0.04% 102
2024
Q4 		$238K Sell
1,643
-731
-31% -$112K 0.04% 91
2024
Q3 		$350K Buy
2,374
+98
+4% +$14.6K 0.06% 80
2024
Q2 		$356K Buy
2,276
+459
+25% +$73.2K 0.07% 77
2024
Q1 		$287K Hold
1,817
– – 0.06% 78
2023
Q4 		$271K Hold
1,817
– – 0.06% 74
2023
Q3 		$306K Sell
1,817
-150
-8% -$24.2K 0.09% 66
2023
Q2 		$310K Hold
1,967
– – 0.08% 69
2023
Q1 		$321K Buy
1,967
+557
+40% +$93.4K 0.09% 58
2022
Q4 		$253K Sell
1,410
-43
-3% -$7.5K 0.07% 61
2022
Q3 		$209K Sell
1,453
-4
-0.3% -$610 0.07% 58
2022
Q2 		$211K Buy
1,457
+11
+0.8% +$1.82K 0.07% 60
2022
Q1 		$235K Sell
1,446
-354
-20% -$50.8K 0.07% 61
2021
Q4 		$211K Buy
1,800
+750
+71% +$85.2K 0.07% 58
2021
Q3 		$107K Hold
1,050
– – 0.04% 77
2021
Q2 		$110K Sell
1,050
-390
-27% -$41.2K 0.04% 73
2021
Q1 		$151K Buy
1,440
+90
+7% +$8.79K 0.06% 59
2020
Q4 		$115K Sell
1,350
-5,775
-81% -$468K 0.05% 69
2020
Q3 		$513K Sell
7,125
-2,471
-26% -$208K 0.24% 35
2020
Q2 		$857K Hold
9,596
– – 0.42% 31
2020
Q1 		$696K Sell
9,596
-315
-3% -$31.1K 0.46% 28
2019
Q4 		$1.2M Buy
+9,911
New +$1.17M 0.78% 18

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

IAG Wealth Partners's CVX Position: Q1 2026 in Review

IAG Wealth Partners increased its Chevron (CVX) stake by 11% in Q1 2026, buying an estimated $25.7K and bringing the position to 1,481 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #101.

IAG Wealth Partners first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.2M in Q4 2019. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • IAG Wealth Partners held 1,481 shares of Chevron worth $306K as of Q1 2026.
  • IAG Wealth Partners bought 141 Chevron shares in Q1 2026, an estimated $25.7K.
  • Chevron made up 0.03% of IAG Wealth Partners's portfolio in Q1 2026, its #101 holding.
  • IAG Wealth Partners first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Chevron position peaked at $1.2M in Q4 2019.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.