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Inlet Private Wealth’s Chevron CVX Stock Holding History

Inlet Private 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 		$3.02M Hold
14,606
– – 0.77% 46
2025
Q4 		$2.23M Sell
14,606
-300
-2% -$45.7K 0.52% 57
2025
Q3 		$2.31M Buy
14,906
+8
+0.1% +$1.24K 0.52% 57
2025
Q2 		$2.13M Sell
14,898
-50
-0.3% -$7.05K 0.52% 57
2025
Q1 		$2.5M Sell
14,948
-200
-1% -$31.3K 0.65% 50
2024
Q4 		$2.19M Hold
15,148
– – 0.58% 57
2024
Q3 		$2.23M Buy
15,148
+1,400
+10% +$208K 0.57% 61
2024
Q2 		$2.15M Buy
13,748
+910
+7% +$145K 0.59% 56
2024
Q1 		$2.03M Sell
12,838
-50
-0.4% -$7.54K 0.57% 56
2023
Q4 		$1.92M Buy
12,888
+4,638
+56% +$701K 0.59% 57
2023
Q3 		$1.39M Sell
8,250
-35,387
-81% -$5.72M 0.46% 65
2023
Q2 		$6.87M Buy
43,637
+225
+0.5% +$36.1K 1.73% 14
2023
Q1 		$7.08M Sell
43,412
-50
-0.1% -$8.38K 1.84% 14
2022
Q4 		$7.8M Buy
43,462
+9
+0% +$1.57K 2% 11
2022
Q3 		$6.24M Buy
43,453
+109
+0.3% +$16.6K 1.86% 13
2022
Q2 		$6.28M Buy
43,344
+1,008
+2% +$167K 1.79% 15
2022
Q1 		$6.89M Buy
42,336
+152
+0.4% +$21.8K 1.72% 12
2021
Q4 		$4.95M Buy
42,184
+11
+0% +$1.25K 1.2% 27
2021
Q3 		$4.28M Buy
42,173
+50
+0.1% +$4.99K 1.15% 30
2021
Q2 		$4.41M Buy
42,123
+1,978
+5% +$209K 1.16% 28
2021
Q1 		$4.21M Buy
40,145
+2,282
+6% +$223K 1.2% 30
2020
Q4 		$3.2M Sell
37,863
-1,475
-4% -$119K 1.05% 32
2020
Q3 		$2.83M Sell
39,338
-666
-2% -$56K 1.1% 28
2020
Q2 		$3.57M Hold
40,004
– – 1.43% 17
2020
Q1 		$2.9M Sell
40,004
-1,250
-3% -$124K 1.34% 20
2019
Q4 		$4.97M Buy
41,254
+33,435
+428% +$3.94M 1.65% 15
2019
Q3 		$927K Sell
7,819
-500
-6% -$60.7K 0.34% 74
2019
Q2 		$1.05M Buy
8,319
+1,187
+17% +$144K 0.38% 73
2019
Q1 		$879K Sell
7,132
-32,751
-82% -$3.87M 0.35% 77
2018
Q4 		$4.34M Buy
+39,883
New +$4.62M 2.33% 2

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

Inlet Private Wealth's CVX Position: Q1 2026 in Review

Inlet Private Wealth held its Chevron (CVX) position steady in Q1 2026 at 14,606 shares worth $3.02M. The position accounts for 0.77% of the portfolio, ranked #46.

Inlet Private Wealth first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.8M in Q4 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Inlet Private Wealth held 14,606 shares of Chevron worth $3.02M as of Q1 2026.
  • Inlet Private Wealth left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.77% of Inlet Private Wealth's portfolio in Q1 2026, its #46 holding.
  • Inlet Private Wealth first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Chevron position peaked at $7.8M in Q4 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.