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Maia Wealth’s Chevron CVX Stock Holding History

Maia Wealth’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 		$1.71M Sell
8,253
-188
-2% -$34.3K 0.29% 105
2025
Q4 		$1.54M Buy
8,441
+883
+12% +$134K 0.26% 108
2025
Q3 		$1.18M Buy
7,558
+1,666
+28% +$258K 0.2% 126
2025
Q2 		$844K Buy
5,892
+1,950
+49% +$275K 0.16% 143
2025
Q1 		$533K Buy
3,942
+988
+33% +$155K 0.12% 168
2024
Q4 		$464K Sell
2,954
-623
-17% -$95.4K 0.1% 175
2024
Q3 		$538K Buy
3,577
+107
+3% +$15.9K 0.13% 144
2024
Q2 		$548K Buy
+3,470
New +$553K 0.17% 114
2023
Q4 		$421K Buy
+2,822
New +$427K 0.17% 121

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

Maia Wealth's CVX Position: Q1 2026 in Review

Maia Wealth reduced its Chevron (CVX) stake by 2.2% in Q1 2026, selling an estimated $34.3K and leaving 8,253 shares worth $1.71M. The position accounts for 0.29% of the portfolio, ranked #105.

Maia Wealth first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Maia Wealth held 8,253 shares of Chevron worth $1.71M as of Q1 2026.
  • Maia Wealth sold 188 Chevron shares in Q1 2026, an estimated $34.3K.
  • Chevron made up 0.29% of Maia Wealth's portfolio in Q1 2026, its #105 holding.
  • Maia Wealth first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.