MWM
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Modern Wealth Management’s Chevron CVX Stock Holding History

Modern Wealth Management’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 		$15.9M Sell
80,362
-45,590
-36% -$8.31M 0.27% 95
2025
Q4 		$19.2M Buy
125,952
+4,483
+4% +$683K 0.35% 75
2025
Q3 		$18.9M Buy
121,469
+5,550
+5% +$860K 0.37% 74
2025
Q2 		$16.6M Buy
115,919
+3,331
+3% +$470K 0.41% 62
2025
Q1 		$18.8M Buy
112,588
+9,186
+9% +$1.44M 0.6% 39
2024
Q4 		$15M Buy
103,402
+77,980
+307% +$11.9M 0.56% 42
2024
Q3 		$3.74M Buy
25,422
+2,964
+13% +$441K 0.23% 74
2024
Q2 		$3.51M Buy
22,458
+3,354
+18% +$535K 0.26% 56
2024
Q1 		$3.01M Buy
19,104
+16,463
+623% +$2.48M 0.28% 47
2023
Q4 		$394K Buy
+2,641
New +$399K 0.05% 113

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

Modern Wealth Management's CVX Position: Q1 2026 in Review

Modern Wealth Management reduced its Chevron (CVX) stake by 36% in Q1 2026, selling an estimated $8.31M and leaving 80,362 shares worth $15.9M. The position accounts for 0.27% of the portfolio, ranked #95.

Modern Wealth Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.2M in Q4 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Modern Wealth Management held 80,362 shares of Chevron worth $15.9M as of Q1 2026.
  • Modern Wealth Management sold 45,590 Chevron shares in Q1 2026, an estimated $8.31M.
  • Chevron made up 0.27% of Modern Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Modern Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Modern Wealth Management's Chevron position peaked at $19.2M in Q4 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.