Midland Wealth Advisors’s Chevron CVX Stock Holding History

Midland 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	$2.41M	Sell	11,628 -730	-6%	-$133K	0.12%	39
2025 Q4	$1.88M	Sell	12,358 -962	-7%	-$147K	0.1%	46
2025 Q3	$2.07M	Sell	13,320 -927	-7%	-$144K	0.11%	44
2025 Q2	$2.04M	Buy	14,247 +565	+4%	+$79.6K	0.11%	45
2025 Q1	$2.29M	Sell	13,682 -876	-6%	-$137K	0.13%	40
2024 Q4	$2.11M	Sell	14,558 -953	-6%	-$146K	0.13%	49
2024 Q3	$2.28M	Sell	15,511 -235	-1%	-$35K	0.13%	46
2024 Q2	$2.46M	Sell	15,746 -949	-6%	-$151K	0.15%	42
2024 Q1	$2.63M	Sell	16,695 -142	-0.8%	-$21.4K	0.16%	35
2023 Q4	$2.51M	Buy	+16,837	New	+$2.55M	0.17%	32

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 $295B AUM 31.6% 1-Year Est. Return

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

Midland Wealth Advisors reduced its Chevron (CVX) stake by 5.9% in Q1 2026, selling an estimated $133K and leaving 11,628 shares worth $2.41M. The position accounts for 0.12% of the portfolio, ranked #39.

Midland Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.63M in Q1 2024. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Midland Wealth Advisors held 11,628 shares of Chevron worth $2.41M as of Q1 2026.
Midland Wealth Advisors sold 730 Chevron shares in Q1 2026, an estimated $133K.
Chevron made up 0.12% of Midland Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Midland Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
Midland Wealth Advisors's Chevron position peaked at $2.63M in Q1 2024.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.