IPWA
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International Private Wealth Advisors’s Chevron CVX Stock Holding History

International Private 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 		– Sell
-2,973
Closed -$453K – 153
2025
Q4 		$453K Buy
2,973
+11
+0.4% +$1.68K 0.29% 74
2025
Q3 		$460K Sell
2,962
-314
-10% -$48.6K 0.29% 76
2025
Q2 		$469K Buy
3,276
+1,406
+75% +$198K 0.4% 61
2025
Q1 		$313K Buy
1,870
+96
+5% +$15K 0.3% 99
2024
Q4 		$257K Buy
1,774
+28
+2% +$4.29K 0.26% 121
2024
Q3 		$257K Sell
1,746
-59
-3% -$8.78K 0.38% 95
2024
Q2 		$282K Sell
1,805
-900
-33% -$144K 0.48% 77
2024
Q1 		$427K Buy
2,705
+1,041
+63% +$157K 0.82% 34
2023
Q4 		$248K Buy
+1,664
New +$252K 0.25% 70

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

International Private Wealth Advisors's CVX Position: Q1 2026 in Review

International Private Wealth Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 2,973 shares — an estimated $453K sold.

International Private Wealth Advisors first reported a position in CVX in Q4 2023 and held it in 9 quarters. The position peaked at $469K in Q2 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • International Private Wealth Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • International Private Wealth Advisors sold 2,973 Chevron shares in Q1 2026, an estimated $453K.
  • International Private Wealth Advisors first reported a position in Chevron in Q4 2023 and held it in 9 quarters.
  • International Private Wealth Advisors's Chevron position peaked at $469K in Q2 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.