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Medallion Wealth Advisors’s Chevron CVX Stock Holding History

Medallion Wealth Advisors’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 		$581K Buy
2,809
+553
+25% +$101K 0.19% 114
2025
Q4 		$344K Buy
2,256
+1
+0% +$152 0.12% 170
2025
Q3 		$350K Buy
2,255
+61
+3% +$9.45K 0.12% 163
2025
Q2 		$318K Sell
2,194
-110
-5% -$15.5K 0.12% 167
2025
Q1 		$388K Buy
2,304
+94
+4% +$14.7K 0.18% 125
2024
Q4 		$331K Buy
+2,210
New +$338K 0.16% 134

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

Medallion Wealth Advisors's CVX Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Chevron (CVX) stake by 25% in Q1 2026, buying an estimated $101K and bringing the position to 2,809 shares worth $581K. The position accounts for 0.19% of the portfolio, ranked #114.

Medallion Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Medallion Wealth Advisors held 2,809 shares of Chevron worth $581K as of Q1 2026.
  • Medallion Wealth Advisors bought 553 Chevron shares in Q1 2026, an estimated $101K.
  • Chevron made up 0.19% of Medallion Wealth Advisors's portfolio in Q1 2026, its #114 holding.
  • Medallion Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.