JSW
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Journey Strategic Wealth’s Chevron CVX Stock Holding History

Journey Strategic 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 		$6.13M Buy
29,645
+1,715
+6% +$313K 0.15% 44
2025
Q4 		$4.26M Sell
27,930
-3,195
-10% -$487K 0.11% 53
2025
Q3 		$4.83M Buy
31,125
+3,104
+11% +$481K 0.14% 51
2025
Q2 		$4.01M Buy
28,021
+5,499
+24% +$775K 0.13% 58
2025
Q1 		$3.77M Buy
22,522
+5,103
+29% +$799K 0.13% 53
2024
Q4 		$2.52M Buy
17,419
+1,872
+12% +$287K 0.09% 60
2024
Q3 		$2.29M Buy
15,547
+3,011
+24% +$448K 0.08% 63
2024
Q2 		$1.96M Buy
12,536
+1,207
+11% +$192K 0.08% 49
2024
Q1 		$1.79M Sell
11,329
-561
-5% -$84.7K 0.08% 46
2023
Q4 		$1.77M Sell
11,890
-3,023
-20% -$457K 0.08% 44
2023
Q3 		$2.51M Buy
14,913
+2,714
+22% +$438K 0.12% 32
2023
Q2 		$1.92M Sell
12,199
-935
-7% -$150K 0.09% 37
2023
Q1 		$2.14M Buy
13,134
+210
+2% +$35.2K 0.23% 30
2022
Q4 		$2.32M Buy
12,924
+1,564
+14% +$273K 0.27% 26
2022
Q3 		$1.63M Buy
11,360
+2,826
+33% +$431K 0.22% 26
2022
Q2 		$1.24M Sell
8,534
-1,872
-18% -$309K 0.17% 32
2022
Q1 		$1.7M Buy
10,406
+243
+2% +$34.8K 0.18% 17
2021
Q4 		$1.19M Buy
+10,163
New +$1.15M 0.12% 37

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

Journey Strategic Wealth's CVX Position: Q1 2026 in Review

Journey Strategic Wealth increased its Chevron (CVX) stake by 6.1% in Q1 2026, buying an estimated $313K and bringing the position to 29,645 shares worth $6.13M. The position accounts for 0.15% of the portfolio, ranked #44.

Journey Strategic Wealth first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Journey Strategic Wealth held 29,645 shares of Chevron worth $6.13M as of Q1 2026.
  • Journey Strategic Wealth bought 1,715 Chevron shares in Q1 2026, an estimated $313K.
  • Chevron made up 0.15% of Journey Strategic Wealth's portfolio in Q1 2026, its #44 holding.
  • Journey Strategic Wealth first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.