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Mowery & Schoenfeld Wealth Management’s Chevron CVX Stock Holding History

Mowery & Schoenfeld 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 		$151K Sell
729
-127
-15% -$23.2K 0.23% 67
2025
Q4 		$131K Buy
856
+137
+19% +$20.9K 0.19% 75
2025
Q3 		$112K Sell
719
-31
-4% -$4.8K 0.19% 78
2025
Q2 		$107K Buy
750
+70
+10% +$9.87K 0.16% 73
2025
Q1 		$114K Sell
680
-42
-6% -$6.58K 0.22% 74
2024
Q4 		$105K Buy
722
+271
+60% +$41.5K 0.2% 67
2024
Q3 		$66.4K Buy
451
+66
+17% +$9.82K 0.1% 82
2024
Q2 		$60.2K Hold
385
– – 0.09% 87
2024
Q1 		$60.7K Sell
385
-45
-10% -$6.79K 0.12% 70
2023
Q4 		$64.1K Buy
+430
New +$65K 0.13% 66

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 $336B AUM 34.66% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CVX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Chevron (CVX) stake by 15% in Q1 2026, selling an estimated $23.2K and leaving 729 shares worth $151K. The position accounts for 0.23% of the portfolio, ranked #67.

Mowery & Schoenfeld Wealth Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 729 shares of Chevron worth $151K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 127 Chevron shares in Q1 2026, an estimated $23.2K.
  • Chevron made up 0.23% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.