Measured Wealth Private Client Group’s Chevron CVX Stock Holding History

Measured Wealth Private Client Group’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	$130K	Hold	627	–	–	0.04%	219
2025 Q4	$95.6K	Sell	627 -20	-3%	-$3.05K	0.03%	249
2025 Q3	$100K	Buy	+647	New	+$100K	0.03%	239
2020 Q4	–	Sell	-2,824	Closed	-$203K	–	134
2020 Q3	$203K	Buy	+2,824	New	+$238K	0.1%	131
2020 Q1	–	Sell	-2,113	Closed	-$255K	–	108
2019 Q4	$255K	Buy	2,113 +10	+0.5%	+$1.18K	0.17%	81
2019 Q3	$249K	Sell	2,103 -1,905	-48%	-$231K	0.16%	99
2019 Q2	$499K	Sell	4,008 -90	-2%	-$10.9K	0.29%	65
2019 Q1	$505K	Buy	4,098 +1,403	+52%	+$166K	0.31%	64
2018 Q4	$293K	Sell	2,695 -729	-21%	-$84.5K	0.27%	60
2018 Q3	$419K	Buy	3,424 +720	+27%	+$87.4K	0.25%	67
2018 Q2	$341K	Buy	+2,704	New	+$336K	0.28%	81
2017 Q3	$390K	Buy	+3,317	New	+$362K	0.53%	33

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Measured Wealth Private Client Group's CVX Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Chevron (CVX) position steady in Q1 2026 at 627 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #219.

Measured Wealth Private Client Group first reported a position in CVX in Q3 2017 and has held it in 12 quarters since. The position peaked at $505K in Q1 2019. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Measured Wealth Private Client Group held 627 shares of Chevron worth $130K as of Q1 2026.
Measured Wealth Private Client Group left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.04% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #219 holding.
Measured Wealth Private Client Group first reported a position in Chevron in Q3 2017 and has held it in 12 quarters since.
Measured Wealth Private Client Group's Chevron position peaked at $505K in Q1 2019.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.