IWA
CVX icon

Icon Wealth Advisors’s Chevron CVX Stock Holding History

Icon Wealth Advisors’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 		$22.2M Sell
115,548
-5,087
-4% -$928K 1.44% 20
2025
Q4 		$18.4M Sell
120,635
-1,677
-1% -$255K 1.23% 21
2025
Q3 		$19M Buy
122,312
+2,880
+2% +$446K 1.29% 19
2025
Q2 		$17.1M Buy
119,432
+5,830
+5% +$822K 1.22% 21
2025
Q1 		$19M Sell
113,602
-2,793
-2% -$437K 1.56% 14
2024
Q4 		$16.9M Buy
116,395
+1,549
+1% +$237K 1.39% 14
2024
Q3 		$16.9M Sell
114,846
-5,092
-4% -$758K 1.41% 15
2024
Q2 		$19.2M Buy
119,938
+3,482
+3% +$555K 1.71% 12
2024
Q1 		$18.4M Sell
116,456
-1,936
-2% -$292K 1.71% 12
2023
Q4 		$17.7M Buy
+118,392
New +$17.9M 1.84% 11
2022
Q4 		$24.1M Buy
134,294
+4,745
+4% +$828K 2.77% 5
2022
Q3 		$18.6M Buy
+129,549
New +$19.8M 2.26% 7

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

Icon Wealth Advisors's CVX Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Chevron (CVX) stake by 4.2% in Q1 2026, selling an estimated $928K and leaving 115,548 shares worth $22.2M. The position accounts for 1.44% of the portfolio, ranked #20.

Icon Wealth Advisors first reported a position in CVX in Q3 2022 and has held it in 12 quarters since. The position peaked at $24.1M in Q4 2022. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Icon Wealth Advisors held 115,548 shares of Chevron worth $22.2M as of Q1 2026.
  • Icon Wealth Advisors sold 5,087 Chevron shares in Q1 2026, an estimated $928K.
  • Chevron made up 1.44% of Icon Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Icon Wealth Advisors first reported a position in Chevron in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Chevron position peaked at $24.1M in Q4 2022.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.