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Marks Group Wealth Management’s Chevron CVX Stock Holding History

Marks Group Wealth Management’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 		$553K Buy
2,675
+596
+29% +$109K 0.05% 235
2025
Q4 		$317K Buy
2,079
+172
+9% +$26.2K 0.03% 283
2025
Q3 		$296K Buy
1,907
+30
+2% +$4.65K 0.03% 259
2025
Q2 		$269K Sell
1,877
-137
-7% -$19.3K 0.03% 266
2025
Q1 		$337K Buy
2,014
+6
+0.3% +$939 0.03% 269
2024
Q4 		$291K Buy
2,008
+5
+0.2% +$765 0.03% 257
2024
Q3 		$295K Sell
2,003
-101
-5% -$15K 0.03% 259
2024
Q2 		$329K Sell
2,104
-44
-2% -$7.02K 0.03% 249
2024
Q1 		$339K Buy
2,148
+65
+3% +$9.81K 0.04% 253
2023
Q4 		$311K Buy
2,083
+106
+5% +$16K 0.04% 258
2023
Q3 		$333K Buy
1,977
+4
+0.2% +$646 0.04% 234
2023
Q2 		$311K Sell
1,973
-46
-2% -$7.38K 0.04% 247
2023
Q1 		$329K Buy
2,019
+345
+21% +$57.8K 0.04% 243
2022
Q4 		$300K Sell
1,674
-66
-4% -$11.5K 0.04% 244
2022
Q3 		$250K Buy
1,740
+109
+7% +$16.6K 0.04% 247
2022
Q2 		$236K Buy
1,631
+168
+11% +$27.8K 0.03% 265
2022
Q1 		$239K Buy
+1,463
New +$210K 0.03% 280

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

Marks Group Wealth Management's CVX Position: Q1 2026 in Review

Marks Group Wealth Management increased its Chevron (CVX) stake by 29% in Q1 2026, buying an estimated $109K and bringing the position to 2,675 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #235.

Marks Group Wealth Management first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Marks Group Wealth Management held 2,675 shares of Chevron worth $553K as of Q1 2026.
  • Marks Group Wealth Management bought 596 Chevron shares in Q1 2026, an estimated $109K.
  • Chevron made up 0.05% of Marks Group Wealth Management's portfolio in Q1 2026, its #235 holding.
  • Marks Group Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.