Legacy Wealth Advisors’s Chevron CVX Stock Holding History

Legacy 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	$413K	Buy	1,998 +450	+29%	+$82.1K	0.21%	53
2025 Q4	$236K	Buy	+1,548	New	+$236K	0.16%	72

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 Wealth Advisors's CVX Position: Q1 2026 in Review

Legacy Wealth Advisors increased its Chevron (CVX) stake by 29% in Q1 2026, buying an estimated $82.1K and bringing the position to 1,998 shares worth $413K. The position accounts for 0.21% of the portfolio, ranked #53.

Legacy Wealth Advisors first reported a position in CVX in Q4 2025 and has held it in 2 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Legacy Wealth Advisors held 1,998 shares of Chevron worth $413K as of Q1 2026.
Legacy Wealth Advisors bought 450 Chevron shares in Q1 2026, an estimated $82.1K.
Chevron made up 0.21% of Legacy Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Legacy Wealth Advisors first reported a position in Chevron in Q4 2025 and has held it in 2 quarters since.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Legacy Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.