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King Wealth Management Group’s Chevron CVX Stock Holding History

King Wealth Management Group’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 		$4.72M Buy
22,801
+2,116
+10% +$386K 0.59% 34
2025
Q4 		$3.15M Buy
20,685
+2,367
+13% +$361K 0.38% 42
2025
Q3 		$2.85M Buy
18,318
+2,110
+13% +$327K 0.36% 42
2025
Q2 		$2.32M Buy
16,208
+1,153
+8% +$163K 0.31% 41
2025
Q1 		$2.52M Buy
15,055
+1,481
+11% +$232K 0.38% 42
2024
Q4 		$1.97M Buy
13,574
+2,494
+23% +$382K 0.29% 44
2024
Q3 		$1.63M Buy
11,080
+514
+5% +$76.5K 0.25% 47
2024
Q2 		$1.65M Buy
10,566
+362
+4% +$57.7K 0.28% 44
2024
Q1 		$1.61M Buy
10,204
+503
+5% +$75.9K 0.28% 45
2023
Q4 		$1.45M Buy
9,701
+810
+9% +$123K 0.28% 45
2023
Q3 		$1.5M Buy
8,891
+4,423
+99% +$714K 0.32% 43
2023
Q2 		$703K Buy
4,468
+1,428
+47% +$229K 0.14% 65
2023
Q1 		$496K Buy
3,040
+187
+7% +$31.4K 0.11% 79
2022
Q4 		$512K Buy
2,853
+246
+9% +$42.9K 0.12% 79
2022
Q3 		$375K Buy
2,607
+160
+7% +$24.4K 0.1% 95
2022
Q2 		$354K Buy
2,447
+400
+20% +$66.1K 0.08% 108
2022
Q1 		$333K Buy
+2,047
New +$294K 0.07% 128
2020
Q1 		– Sell
-22,562
Closed -$2.72M – 138
2019
Q4 		$2.72M Buy
22,562
+594
+3% +$70K 0.72% 29
2019
Q3 		$2.6M Buy
21,968
+1,056
+5% +$128K 0.75% 28
2019
Q2 		$2.6M Buy
20,912
+607
+3% +$73.4K 0.78% 27
2019
Q1 		$2.5M Buy
20,305
+84
+0.4% +$9.94K 0.78% 28
2018
Q4 		$2.2M Sell
20,221
-451
-2% -$52.2K 0.8% 29
2018
Q3 		$2.53M Sell
20,672
-794
-4% -$96.3K 0.79% 28
2018
Q2 		$2.71M Buy
21,466
+907
+4% +$113K 0.93% 26
2018
Q1 		$2.34M Buy
20,559
+2,207
+12% +$264K 0.83% 29
2017
Q4 		$2.3M Buy
18,352
+578
+3% +$68.5K 0.81% 30
2017
Q3 		$2.09M Buy
17,774
+2,347
+15% +$256K 0.78% 30
2017
Q2 		$1.61M Buy
15,427
+868
+6% +$92K 0.64% 34
2017
Q1 		$1.56M Buy
14,559
+932
+7% +$105K 0.65% 32
2016
Q4 		$1.6M Buy
13,627
+2,570
+23% +$280K 0.72% 32
2016
Q3 		$1.14M Buy
11,057
+1,440
+15% +$147K 0.57% 37
2016
Q2 		$1.01M Buy
9,617
+721
+8% +$72.5K 0.54% 38
2016
Q1 		$849K Sell
8,896
-120
-1% -$10.5K 0.46% 46
2015
Q4 		$811K Sell
9,016
-148
-2% -$13.3K 0.45% 50
2015
Q3 		$723K Sell
9,164
-686
-7% -$57.7K 0.44% 45
2015
Q2 		$950K Sell
9,850
-586
-6% -$61.5K 0.52% 42
2015
Q1 		$1.09M Sell
10,436
-1,323
-11% -$141K 0.63% 36
2014
Q4 		$1.32M Buy
11,759
+2,833
+32% +$322K 0.7% 38
2014
Q3 		$1.06M Buy
8,926
+29
+0.3% +$3.7K 0.67% 38
2014
Q2 		$1.16M Sell
8,897
-50
-0.6% -$6.22K 0.71% 38
2014
Q1 		$1.06M Sell
8,947
-40,626
-82% -$4.72M 0.73% 35
2013
Q4 		$6.19M Buy
49,573
+64
+0.1% +$7.74K 3.53% 5
2013
Q3 		$6.02M Buy
49,509
+417
+0.8% +$51.3K 3.92% 4
2013
Q2 		$5.81M Buy
+49,092
New +$5.93M 4.02% 4

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

King Wealth Management Group's CVX Position: Q1 2026 in Review

King Wealth Management Group increased its Chevron (CVX) stake by 10% in Q1 2026, buying an estimated $386K and bringing the position to 22,801 shares worth $4.72M. The position accounts for 0.59% of the portfolio, ranked #34.

King Wealth Management Group first reported a position in CVX in Q2 2013 and has held it in 44 quarters since. The position peaked at $6.19M in Q4 2013. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • King Wealth Management Group held 22,801 shares of Chevron worth $4.72M as of Q1 2026.
  • King Wealth Management Group bought 2,116 Chevron shares in Q1 2026, an estimated $386K.
  • Chevron made up 0.59% of King Wealth Management Group's portfolio in Q1 2026, its #34 holding.
  • King Wealth Management Group first reported a position in Chevron in Q2 2013 and has held it in 44 quarters since.
  • King Wealth Management Group's Chevron position peaked at $6.19M in Q4 2013.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.