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Imprint Wealth’s Chevron CVX Stock Holding History

Imprint Wealth’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 		$383K Sell
1,849
-61
-3% -$11.1K 1.75% 16
2025
Q4 		$291K Sell
1,910
-1,673
-47% -$255K 1.36% 21
2025
Q3 		$556K Buy
+3,583
New +$555K 1.78% 19
2024
Q1 		$3.77M Buy
23,683
+6,246
+36% +$943K 0.91% 21
2023
Q4 		$2.6M Buy
17,437
+315
+2% +$47.6K 2.09% 7
2023
Q3 		$2.89M Sell
17,122
-16,889
-50% -$2.73M 2.44% 5
2023
Q2 		$5.38M Sell
34,011
-561
-2% -$89.9K 3.39% 3
2023
Q1 		$5.61M Buy
+34,572
New +$5.8M 3.69% 3

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

Imprint Wealth's CVX Position: Q1 2026 in Review

Imprint Wealth reduced its Chevron (CVX) stake by 3.2% in Q1 2026, selling an estimated $11.1K and leaving 1,849 shares worth $383K. The position accounts for 1.75% of the portfolio, ranked #16.

Imprint Wealth first reported a position in CVX in Q1 2023 and has held it in 8 quarters since. The position peaked at $5.61M in Q1 2023. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Imprint Wealth held 1,849 shares of Chevron worth $383K as of Q1 2026.
  • Imprint Wealth sold 61 Chevron shares in Q1 2026, an estimated $11.1K.
  • Chevron made up 1.75% of Imprint Wealth's portfolio in Q1 2026, its #16 holding.
  • Imprint Wealth first reported a position in Chevron in Q1 2023 and has held it in 8 quarters since.
  • Imprint Wealth's Chevron position peaked at $5.61M in Q1 2023.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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