IWM
CVX icon

IMG Wealth Management’s Chevron CVX Stock Holding History

IMG 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 		$68.7K Sell
332
-29
-8% -$5.29K 0.04% 152
2025
Q4 		$55K Buy
361
+96
+36% +$14.6K 0.03% 159
2025
Q3 		$41.2K Hold
265
– – 0.03% 158
2025
Q2 		$37.9K Buy
265
+91
+52% +$12.8K 0.03% 161
2025
Q1 		$29.1K Hold
174
– – 0.03% 173
2024
Q4 		$25.2K Buy
+174
New +$26.6K 0.02% 166

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

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

IMG Wealth Management reduced its Chevron (CVX) stake by 8% in Q1 2026, selling an estimated $5.29K and leaving 332 shares worth $68.7K. The position accounts for 0.04% of the portfolio, ranked #152.

IMG Wealth Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • IMG Wealth Management held 332 shares of Chevron worth $68.7K as of Q1 2026.
  • IMG Wealth Management sold 29 Chevron shares in Q1 2026, an estimated $5.29K.
  • Chevron made up 0.04% of IMG Wealth Management's portfolio in Q1 2026, its #152 holding.
  • IMG Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.