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Independent Solutions Wealth Management’s Chevron CVX Stock Holding History

Independent Solutions 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 		$7.98M Buy
38,563
+14,517
+60% +$2.65M 1.17% 20
2025
Q4 		$3.66M Sell
24,046
-2,116
-8% -$322K 0.67% 46
2025
Q3 		$4.06M Buy
26,162
+725
+3% +$112K 0.72% 40
2025
Q2 		$3.64M Buy
25,437
+864
+4% +$122K 0.71% 45
2025
Q1 		$4.11M Buy
24,573
+202
+0.8% +$31.6K 0.92% 29
2024
Q4 		$3.53M Buy
24,371
+1,360
+6% +$208K 0.77% 37
2024
Q3 		$3.39M Buy
23,011
+716
+3% +$107K 0.77% 40
2024
Q2 		$3.49M Sell
22,295
-279
-1% -$44.5K 0.8% 37
2024
Q1 		$3.56M Buy
22,574
+1,598
+8% +$241K 0.85% 34
2023
Q4 		$3.13M Buy
20,976
+3,783
+22% +$572K 0.8% 41
2023
Q3 		$2.9M Sell
17,193
-1,689
-9% -$273K 0.75% 36
2023
Q2 		$2.97M Buy
18,882
+451
+2% +$72.3K 0.75% 34
2023
Q1 		$3.01M Buy
18,431
+481
+3% +$80.6K 0.89% 26
2022
Q4 		$3.22M Buy
17,950
+1,190
+7% +$208K 0.98% 24
2022
Q3 		$2.41M Sell
16,760
-5,072
-23% -$774K 0.79% 30
2022
Q2 		$3.16M Sell
21,832
-2,614
-11% -$432K 0.99% 20
2022
Q1 		$3.98M Buy
24,446
+1,533
+7% +$220K 0.94% 23
2021
Q4 		$2.69M Buy
22,913
+2,217
+11% +$252K 0.63% 39
2021
Q3 		$2.1M Buy
20,696
+631
+3% +$62.9K 0.52% 48
2021
Q2 		$2.1M Buy
20,065
+9,776
+95% +$1.03M 0.51% 48
2021
Q1 		$1.08M Buy
10,289
+6,999
+213% +$683K 0.3% 76
2020
Q4 		$278K Sell
3,290
-737
-18% -$59.7K 0.09% 152
2020
Q3 		$290K Sell
4,027
-515
-11% -$43.3K 0.11% 129
2020
Q2 		$405K Sell
4,542
-387
-8% -$34.6K 0.17% 101
2020
Q1 		$357K Sell
4,929
-7,741
-61% -$765K 0.2% 84
2019
Q4 		$1.53M Buy
+12,670
New +$1.49M 0.68% 31

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

Independent Solutions Wealth Management's CVX Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Chevron (CVX) stake by 60% in Q1 2026, buying an estimated $2.65M and bringing the position to 38,563 shares worth $7.98M. The position accounts for 1.17% of the portfolio, ranked #20.

Independent Solutions Wealth Management first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Independent Solutions Wealth Management held 38,563 shares of Chevron worth $7.98M as of Q1 2026.
  • Independent Solutions Wealth Management bought 14,517 Chevron shares in Q1 2026, an estimated $2.65M.
  • Chevron made up 1.17% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Independent Solutions Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.