Legacy Capital Wealth Partners’s Chevron CVX Stock Holding History

Legacy Capital Wealth Partners’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	$2.06M	Sell	9,958 -694	-7%	-$127K	0.42%	41
2025 Q4	$1.62M	Sell	10,652 -213	-2%	-$32.4K	0.35%	52
2025 Q3	$1.69M	Buy	10,865 +652	+6%	+$101K	0.37%	47
2025 Q2	$1.46M	Sell	10,213 -1,920	-16%	-$271K	0.33%	58
2025 Q1	$2.03M	Buy	12,133 +251	+2%	+$39.3K	0.5%	28
2024 Q4	$1.72M	Sell	11,882 -280	-2%	-$42.9K	0.43%	39
2024 Q3	$1.79M	Sell	12,162 -962	-7%	-$143K	0.36%	52
2024 Q2	$2.05M	Sell	13,124 -7,607	-37%	-$1.21M	0.52%	31
2024 Q1	$3.51M	Buy	20,731 +8,631	+71%	+$1.3M	2.49%	8
2023 Q4	$1.8M	Sell	12,100 -170	-1%	-$25.7K	0.51%	39
2023 Q3	$2.07M	Buy	+12,270	New	+$1.98M	0.57%	30
2023 Q2	–	Sell	-10,226	Closed	-$1.67M	–	87
2023 Q1	$1.67M	Buy	+10,226	New	+$1.71M	0.46%	39
2021 Q2	–	Sell	-4,912	Closed	-$515K	–	34
2021 Q1	$515K	Buy	4,912 +710	+17%	+$69.3K	0.21%	45
2020 Q4	$355K	Buy	+4,202	New	+$340K	0.15%	61

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

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

Legacy Capital Wealth Partners reduced its Chevron (CVX) stake by 6.5% in Q1 2026, selling an estimated $127K and leaving 9,958 shares worth $2.06M. The position accounts for 0.42% of the portfolio, ranked #41.

Legacy Capital Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.51M in Q1 2024. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Legacy Capital Wealth Partners held 9,958 shares of Chevron worth $2.06M as of Q1 2026.
Legacy Capital Wealth Partners sold 694 Chevron shares in Q1 2026, an estimated $127K.
Chevron made up 0.42% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #41 holding.
Legacy Capital Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 14 quarters since.
Legacy Capital Wealth Partners's Chevron position peaked at $3.51M in Q1 2024.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.