MWP
CVX icon

Madison Wealth Partners’s Chevron CVX Stock Holding History

Madison 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 		$689K Buy
3,328
+543
+19% +$99K 0.11% 88
2025
Q4 		$425K Buy
2,785
+229
+9% +$34.9K 0.08% 112
2025
Q3 		$397K Buy
2,556
+8
+0.3% +$1.24K 0.08% 104
2025
Q2 		$365K Buy
2,548
+2
+0.1% +$282 0.08% 108
2025
Q1 		$426K Sell
2,546
-19
-0.7% -$2.97K 0.11% 85
2024
Q4 		$371K Buy
2,565
+1
+0% +$153 0.1% 95
2024
Q3 		$378K Hold
2,564
– – 0.11% 92
2024
Q2 		$401K Buy
2,564
+52
+2% +$8.29K 0.14% 77
2024
Q1 		$396K Hold
2,512
– – 0.14% 73
2023
Q4 		$375K Sell
2,512
-16
-0.6% -$2.42K 0.15% 71
2023
Q3 		$426K Buy
2,528
+25
+1% +$4.04K 0.22% 54
2023
Q2 		$394K Buy
2,503
+100
+4% +$16K 0.18% 53
2023
Q1 		$392K Buy
2,403
+81
+3% +$13.6K 0.2% 56
2022
Q4 		$417K Buy
2,322
+121
+5% +$21.1K 0.24% 47
2022
Q3 		$316K Buy
2,201
+17
+0.8% +$2.59K 0.21% 51
2022
Q2 		$316K Hold
2,184
– – 0.2% 55
2022
Q1 		$356K Buy
2,184
+62
+3% +$8.89K 0.2% 49
2021
Q4 		$249K Buy
+2,122
New +$241K 0.13% 64

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 $295B AUM 31.6% 1-Year Est. Return

Madison Wealth Partners's CVX Position: Q1 2026 in Review

Madison Wealth Partners increased its Chevron (CVX) stake by 19% in Q1 2026, buying an estimated $99K and bringing the position to 3,328 shares worth $689K. The position accounts for 0.11% of the portfolio, ranked #88.

Madison Wealth Partners first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Madison Wealth Partners held 3,328 shares of Chevron worth $689K as of Q1 2026.
  • Madison Wealth Partners bought 543 Chevron shares in Q1 2026, an estimated $99K.
  • Chevron made up 0.11% of Madison Wealth Partners's portfolio in Q1 2026, its #88 holding.
  • Madison Wealth Partners first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.