NW
CVX icon

NewEdge Wealth’s Chevron CVX Stock Holding History

NewEdge Wealth’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 		$14.1M Sell
67,966
-17,788
-21% -$3.24M 0.17% 103
2025
Q4 		$13.1M Buy
85,754
+4,154
+5% +$633K 0.15% 115
2025
Q3 		$12.5M Buy
81,600
+5,876
+8% +$910K 0.18% 108
2025
Q2 		$11.6M Buy
75,724
+14,123
+23% +$1.99M 0.18% 106
2025
Q1 		$10.3M Buy
61,601
+4,324
+8% +$677K 0.19% 106
2024
Q4 		$8.3M Buy
57,277
+1,153
+2% +$176K 0.14% 128
2024
Q3 		$8.27M Buy
56,124
+15,039
+37% +$2.24M 0.15% 137
2024
Q2 		$6.43M Sell
41,085
-8,608
-17% -$1.37M 0.14% 133
2024
Q1 		$7.99M Buy
49,693
+1,936
+4% +$292K 0.18% 121
2023
Q4 		$7.12M Buy
47,757
+2,135
+5% +$323K 0.18% 123
2023
Q3 		$7.69M Buy
45,622
+2,664
+6% +$430K 0.24% 106
2023
Q2 		$6.76M Buy
42,958
+223
+0.5% +$35.8K 0.23% 108
2023
Q1 		$6.97M Buy
42,735
+2,064
+5% +$346K 0.26% 97
2022
Q4 		$7.3M Sell
40,671
-1,006
-2% -$176K 0.31% 91
2022
Q3 		$5.99M Buy
41,677
+3,588
+9% +$547K 0.28% 92
2022
Q2 		$5.51M Buy
38,089
+32,766
+616% +$5.42M 0.25% 99
2022
Q1 		$867K Buy
5,323
+1,785
+50% +$256K 0.04% 235
2021
Q4 		$415K Buy
3,538
+341
+11% +$38.7K 0.02% 313
2021
Q3 		$324K Buy
3,197
+817
+34% +$81.5K 0.02% 241
2021
Q2 		$249K Sell
2,380
-275
-10% -$29K 0.02% 256
2021
Q1 		$278K Buy
+2,655
New +$259K 0.03% 261

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

NewEdge Wealth's CVX Position: Q1 2026 in Review

NewEdge Wealth reduced its Chevron (CVX) stake by 21% in Q1 2026, selling an estimated $3.24M and leaving 67,966 shares worth $14.1M. The position accounts for 0.17% of the portfolio, ranked #103.

NewEdge Wealth first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • NewEdge Wealth held 67,966 shares of Chevron worth $14.1M as of Q1 2026.
  • NewEdge Wealth sold 17,788 Chevron shares in Q1 2026, an estimated $3.24M.
  • Chevron made up 0.17% of NewEdge Wealth's portfolio in Q1 2026, its #103 holding.
  • NewEdge Wealth first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.