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Leo Wealth LLC’s Chevron CVX Stock Holding History

Leo Wealth LLC’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 		$4.23M Buy
20,423
+873
+4% +$159K 0.31% 70
2025
Q4 		$2.98M Buy
19,550
+8,289
+74% +$1.26M 0.22% 81
2025
Q3 		$1.75M Sell
11,261
-8,011
-42% -$1.24M 0.23% 82
2025
Q2 		$2.76M Buy
19,272
+9,671
+101% +$1.36M 0.21% 91
2025
Q1 		$1.61M Sell
9,601
-4,751
-33% -$744K 0.23% 86
2024
Q4 		$2.08M Buy
14,352
+6,106
+74% +$935K 0.19% 97
2024
Q3 		$1.21M Buy
8,246
+1,354
+20% +$202K 0.11% 139
2024
Q2 		$1.08M Sell
6,892
-1,867
-21% -$298K 0.11% 138
2024
Q1 		$1.39M Buy
8,759
+1,609
+23% +$243K 0.14% 117
2023
Q4 		$1.08M Buy
+7,150
New +$1.08M 0.11% 135

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

Leo Wealth LLC's CVX Position: Q1 2026 in Review

Leo Wealth LLC increased its Chevron (CVX) stake by 4.5% in Q1 2026, buying an estimated $159K and bringing the position to 20,423 shares worth $4.23M. The position accounts for 0.31% of the portfolio, ranked #70.

Leo Wealth LLC first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Leo Wealth LLC held 20,423 shares of Chevron worth $4.23M as of Q1 2026.
  • Leo Wealth LLC bought 873 Chevron shares in Q1 2026, an estimated $159K.
  • Chevron made up 0.31% of Leo Wealth LLC's portfolio in Q1 2026, its #70 holding.
  • Leo Wealth LLC first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.