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McCarter Private Wealth Services’s Chevron CVX Stock Holding History

McCarter Private Wealth Services’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 		$4.6M Buy
22,240
+510
+2% +$93K 2% 13
2025
Q4 		$3.31M Buy
21,730
+1,676
+8% +$255K 1.49% 18
2025
Q3 		$3.11M Sell
20,054
-95
-0.5% -$14.7K 1.59% 22
2025
Q2 		$2.89M Sell
20,149
-1,251
-6% -$176K 1.65% 21
2025
Q1 		$3.58M Sell
21,400
-92
-0.4% -$14.4K 2.35% 12
2024
Q4 		$3.11M Sell
21,492
-301
-1% -$46.1K 1.97% 17
2024
Q3 		$3.21M Buy
+21,793
New +$3.24M 2.03% 15

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

McCarter Private Wealth Services's CVX Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Chevron (CVX) stake by 2.3% in Q1 2026, buying an estimated $93K and bringing the position to 22,240 shares worth $4.6M. The position accounts for 2% of the portfolio, ranked #13.

McCarter Private Wealth Services first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • McCarter Private Wealth Services held 22,240 shares of Chevron worth $4.6M as of Q1 2026.
  • McCarter Private Wealth Services bought 510 Chevron shares in Q1 2026, an estimated $93K.
  • Chevron made up 2% of McCarter Private Wealth Services's portfolio in Q1 2026, its #13 holding.
  • McCarter Private Wealth Services first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.