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Legacy Capital Wealth Management’s Chevron CVX Stock Holding History

Legacy Capital Wealth Management’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 		$3.67M Buy
17,759
+1,104
+7% +$201K 2.11% 13
2025
Q4 		$2.54M Buy
+16,655
New +$2.54M 1.54% 28
2024
Q4 		$1.67M Buy
+11,503
New +$1.76M 1.65% 18

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 $336B AUM 34.66% 1-Year Est. Return

Legacy Capital Wealth Management's CVX Position: Q1 2026 in Review

Legacy Capital Wealth Management increased its Chevron (CVX) stake by 6.6% in Q1 2026, buying an estimated $201K and bringing the position to 17,759 shares worth $3.67M. The position accounts for 2.11% of the portfolio, ranked #13.

Legacy Capital Wealth Management first reported a position in CVX in Q4 2024 and has held it in 3 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Legacy Capital Wealth Management held 17,759 shares of Chevron worth $3.67M as of Q1 2026.
  • Legacy Capital Wealth Management bought 1,104 Chevron shares in Q1 2026, an estimated $201K.
  • Chevron made up 2.11% of Legacy Capital Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Legacy Capital Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 3 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.