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MASECO Private Wealth’s Chevron CVX Stock Holding History

MASECO Private 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 		$13.2K Sell
64
-259
-80% -$47.2K ﹤0.01% 229
2025
Q4 		$49.2K Buy
+323
New +$49.2K ﹤0.01% 178
2025
Q3 		– Sell
-369
Closed -$52.8K – 330
2025
Q2 		$52.8K Buy
+369
New +$52K ﹤0.01% 169

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

MASECO Private Wealth's CVX Position: Q1 2026 in Review

MASECO Private Wealth reduced its Chevron (CVX) stake by 80% in Q1 2026, selling an estimated $47.2K and leaving 64 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

MASECO Private Wealth first reported a position in CVX in Q2 2025 and has held it in 3 quarters since. The position peaked at $52.8K in Q2 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • MASECO Private Wealth held 64 shares of Chevron worth $13.2K as of Q1 2026.
  • MASECO Private Wealth sold 259 Chevron shares in Q1 2026, an estimated $47.2K.
  • Chevron made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #229 holding.
  • MASECO Private Wealth first reported a position in Chevron in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Chevron position peaked at $52.8K in Q2 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.