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Obermeyer Wealth Partners’s Chevron CVX Stock Holding History

Obermeyer Wealth Partners’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 		$1.43M Buy
6,917
+347
+5% +$63.3K 0.07% 96
2025
Q4 		$1M Buy
6,570
+1,251
+24% +$191K 0.05% 115
2025
Q3 		$826K Sell
5,319
-593
-10% -$91.8K 0.04% 128
2025
Q2 		$847K Sell
5,912
-739
-11% -$104K 0.04% 115
2025
Q1 		$1.11M Buy
6,651
+53
+0.8% +$8.3K 0.06% 90
2024
Q4 		$956K Sell
6,598
-113,785
-95% -$17.4M 0.05% 106
2024
Q3 		$17.7M Sell
120,383
-5,822
-5% -$867K 0.95% 35
2024
Q2 		$19.7M Sell
126,205
-1,679
-1% -$268K 1.13% 33
2024
Q1 		$20.2M Sell
127,884
-1,897
-1% -$286K 1.19% 32
2023
Q4 		$19.4M Sell
129,781
-5,401
-4% -$817K 1.32% 28
2023
Q3 		$22.8M Buy
135,182
+314
+0.2% +$50.7K 1.69% 25
2023
Q2 		$21.2M Sell
134,868
-3,476
-3% -$557K 1.53% 26
2023
Q1 		$22.6M Buy
138,344
+133,921
+3,028% +$22.5M 1.69% 27
2022
Q4 		$794K Sell
4,423
-14
-0.3% -$2.44K 0.06% 81
2022
Q3 		$638K Buy
4,437
+96
+2% +$14.6K 0.05% 89
2022
Q2 		$629K Hold
4,341
– – 0.05% 95
2022
Q1 		$707K Sell
4,341
-10
-0.2% -$1.43K 0.04% 102
2021
Q4 		$511K Sell
4,351
-798
-15% -$90.6K 0.03% 126
2021
Q3 		$522K Buy
5,149
+960
+23% +$95.8K 0.03% 117
2021
Q2 		$439K Buy
4,189
+894
+27% +$94.4K 0.02% 135
2021
Q1 		$345K Buy
3,295
+336
+11% +$32.8K 0.02% 149
2020
Q4 		$250K Sell
2,959
-3,116
-51% -$252K 0.02% 129
2020
Q3 		$437K Buy
6,075
+791
+15% +$66.5K 0.03% 90
2020
Q2 		$471K Sell
5,284
-326
-6% -$29.2K 0.04% 81
2020
Q1 		$407K Sell
5,610
-149
-3% -$14.7K 0.04% 76
2019
Q4 		$694K Sell
5,759
-210
-4% -$24.7K 0.06% 67
2019
Q3 		$708K Sell
5,969
-220
-4% -$26.7K 0.07% 61
2019
Q2 		$770K Sell
6,189
-500
-7% -$60.5K 0.07% 59
2019
Q1 		$824K Sell
6,689
-350
-5% -$41.4K 0.08% 57
2018
Q4 		$766K Hold
7,039
– – 0.08% 59
2018
Q3 		$861K Sell
7,039
-5,279
-43% -$640K 0.07% 57
2018
Q2 		$1.56M Buy
12,318
+3,936
+47% +$489K 0.14% 46
2018
Q1 		$956K Sell
8,382
-926
-10% -$111K 0.09% 54
2017
Q4 		$1.17M Buy
9,308
+143
+2% +$17K 0.1% 54
2017
Q3 		$1.08M Buy
9,165
+150
+2% +$16.4K 0.09% 58
2017
Q2 		$941K Buy
9,015
+311
+4% +$32.9K 0.08% 61
2017
Q1 		$935K Sell
8,704
-2,580
-23% -$289K 0.09% 60
2016
Q4 		$1.33M Buy
11,284
+1,512
+15% +$165K 0.13% 49
2016
Q3 		$1.01M Hold
9,772
– – 0.1% 55
2016
Q2 		$1.02M Sell
9,772
-1,183
-11% -$119K 0.1% 55
2016
Q1 		$1.04M Hold
10,955
– – 0.1% 52
2015
Q4 		$986K Sell
10,955
-1,450
-12% -$131K 0.09% 52
2015
Q3 		$979K Sell
12,405
-76
-0.6% -$6.4K 0.1% 49
2015
Q2 		$1.2M Buy
12,481
+50
+0.4% +$5.25K 0.1% 55
2015
Q1 		$1.3M Buy
12,431
+525
+4% +$56K 0.11% 65
2014
Q4 		$1.34M Buy
11,906
+4,888
+70% +$555K 0.12% 68
2014
Q3 		$837K Buy
7,018
+100
+1% +$12.8K 0.21% 36
2014
Q2 		$903K Sell
6,918
-1,600
-19% -$199K 0.22% 34
2014
Q1 		$1.01M Sell
8,518
-4,704
-36% -$547K 0.25% 33
2013
Q4 		$1.65M Hold
13,222
– – 0.42% 30
2013
Q3 		$1.61M Sell
13,222
-200
-1% -$24.6K 0.45% 30
2013
Q2 		$1.59M Buy
+13,422
New +$1.62M 0.44% 30

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

Obermeyer Wealth Partners's CVX Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Chevron (CVX) stake by 5.3% in Q1 2026, buying an estimated $63.3K and bringing the position to 6,917 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #96.

Obermeyer Wealth Partners first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.8M in Q3 2023. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Obermeyer Wealth Partners held 6,917 shares of Chevron worth $1.43M as of Q1 2026.
  • Obermeyer Wealth Partners bought 347 Chevron shares in Q1 2026, an estimated $63.3K.
  • Chevron made up 0.07% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #96 holding.
  • Obermeyer Wealth Partners first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Obermeyer Wealth Partners's Chevron position peaked at $22.8M in Q3 2023.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.