MWM
CVX icon

Moran Wealth Management’s Chevron CVX Stock Holding History

Moran 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 		$18.7M Sell
90,406
-3,778
-4% -$689K 0.57% 45
2025
Q4 		$14.4M Sell
94,184
-2,086
-2% -$318K 0.44% 72
2025
Q3 		$14.9M Buy
96,270
+9
+0% +$1.39K 0.45% 70
2025
Q2 		$13.8M Buy
+96,261
New +$13.6M 0.42% 71
2023
Q4 		– Sell
-32,206
Closed -$5.43M – 424
2023
Q3 		$5.43M Sell
32,206
-78,317
-71% -$12.6M 0.21% 145
2023
Q2 		$17.4M Sell
110,523
-3,399
-3% -$545K 0.65% 54
2023
Q1 		$18.6M Buy
113,922
+26,929
+31% +$4.51M 0.7% 43
2022
Q4 		$15.6M Buy
+86,993
New +$15.2M 0.59% 52

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

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

Moran Wealth Management reduced its Chevron (CVX) stake by 4% in Q1 2026, selling an estimated $689K and leaving 90,406 shares worth $18.7M. The position accounts for 0.57% of the portfolio, ranked #45.

Moran Wealth Management first reported a position in CVX in Q4 2022 and has held it in 8 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Moran Wealth Management held 90,406 shares of Chevron worth $18.7M as of Q1 2026.
  • Moran Wealth Management sold 3,778 Chevron shares in Q1 2026, an estimated $689K.
  • Chevron made up 0.57% of Moran Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Moran Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 8 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.