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Legacy Wealth Management (Idaho)’s Chevron CVX Stock Holding History

Legacy Wealth Management (Idaho)’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 		$45.5K Buy
220
+99
+82% +$18.1K 0.02% 276
2025
Q4 		$18.4K Buy
121
+80
+195% +$12.2K 0.01% 341
2025
Q3 		$6.37K Hold
41
– – ﹤0.01% 404
2025
Q2 		$5.87K Hold
41
– – ﹤0.01% 378
2025
Q1 		$6.86K Hold
41
– – ﹤0.01% 387
2024
Q4 		$6.26K Sell
41
-142
-78% -$21.7K ﹤0.01% 352
2024
Q3 		$29K Buy
+183
New +$27.2K 0.02% 165

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 Wealth Management (Idaho)'s CVX Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Chevron (CVX) stake by 82% in Q1 2026, buying an estimated $18.1K and bringing the position to 220 shares worth $45.5K. The position accounts for 0.02% of the portfolio, ranked #276.

Legacy Wealth Management (Idaho) first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 220 shares of Chevron worth $45.5K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 99 Chevron shares in Q1 2026, an estimated $18.1K.
  • Chevron made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #276 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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