Integrity Wealth Advisors’s Chevron CVX Stock Holding History

Integrity 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	$706K	Hold	3,411	–	–	0.42%	38
2025 Q4	$520K	Sell	3,411 -2,369	-41%	-$361K	0.35%	44
2025 Q3	$866K	Buy	5,780 +2,471	+75%	+$383K	0.31%	37
2025 Q2	$474K	Buy	3,309 +110	+3%	+$15.5K	0.33%	40
2025 Q1	$535K	Sell	3,199 -4	-0.1%	-$626	0.39%	35
2024 Q4	$464K	Buy	+3,203	New	+$490K	0.34%	37

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Integrity Wealth Advisors held its Chevron (CVX) position steady in Q1 2026 at 3,411 shares worth $706K. The position accounts for 0.42% of the portfolio, ranked #38.

Integrity Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $866K in Q3 2025. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Integrity Wealth Advisors held 3,411 shares of Chevron worth $706K as of Q1 2026.
Integrity Wealth Advisors left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.42% of Integrity Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Integrity Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
Integrity Wealth Advisors's Chevron position peaked at $866K in Q3 2025.
4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.