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Money Concepts Capital’s Chevron CVX Stock Holding History

Money Concepts Capital’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 		$2.36M Buy
11,403
+356
+3% +$64.9K 0.13% 158
2025
Q4 		$1.68M Buy
11,047
+738
+7% +$112K 0.09% 197
2025
Q3 		$1.6M Buy
10,309
+863
+9% +$134K 0.1% 191
2025
Q2 		$1.35M Buy
9,446
+1,302
+16% +$184K 0.09% 202
2025
Q1 		$1.36M Buy
8,144
+157
+2% +$24.6K 0.1% 184
2024
Q4 		$1.16M Buy
7,987
+527
+7% +$80.7K 0.09% 198
2024
Q3 		$1.1M Buy
7,460
+151
+2% +$22.5K 0.08% 201
2024
Q2 		$1.14M Sell
7,309
-284
-4% -$45.3K 0.1% 187
2024
Q1 		$1.2M Buy
7,593
+702
+10% +$106K 0.11% 196
2023
Q4 		$1.03M Sell
6,891
-228
-3% -$34.5K 0.1% 204
2023
Q3 		$1.2M Buy
7,119
+391
+6% +$63.2K 0.13% 177
2023
Q2 		$1.06M Sell
6,728
-14,832
-69% -$2.38M 0.11% 194
2023
Q1 		$3.56M Sell
21,560
-11,198
-34% -$1.88M 0.2% 98
2022
Q4 		$5.88M Buy
32,758
+9,684
+42% +$1.69M 0.26% 76
2022
Q3 		$3.31M Buy
23,074
+5,673
+33% +$865K 0.2% 97
2022
Q2 		$2.55M Sell
17,401
-8,121
-32% -$1.34M 0.23% 100
2022
Q1 		$4.16M Sell
25,522
-7,436
-23% -$1.07M 0.23% 88
2021
Q4 		$3.87M Buy
+32,958
New +$3.74M 0.33% 70
2021
Q1 		$3.1M Buy
29,628
+9,690
+49% +$946K 0.25% 97
2020
Q4 		$1.68M Buy
+19,938
New +$1.61M 0.16% 137

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

Money Concepts Capital's CVX Position: Q1 2026 in Review

Money Concepts Capital increased its Chevron (CVX) stake by 3.2% in Q1 2026, buying an estimated $64.9K and bringing the position to 11,403 shares worth $2.36M. The position accounts for 0.13% of the portfolio, ranked #158.

Money Concepts Capital first reported a position in CVX in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.88M in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Money Concepts Capital held 11,403 shares of Chevron worth $2.36M as of Q1 2026.
  • Money Concepts Capital bought 356 Chevron shares in Q1 2026, an estimated $64.9K.
  • Chevron made up 0.13% of Money Concepts Capital's portfolio in Q1 2026, its #158 holding.
  • Money Concepts Capital first reported a position in Chevron in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Chevron position peaked at $5.88M in Q4 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.