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Opes Wealth Management’s Chevron CVX Stock Holding History

Opes 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 		$286K Buy
1,381
+29
+2% +$5.29K 0.05% 116
2025
Q4 		$206K Sell
1,352
-98
-7% -$14.9K 0.03% 143
2025
Q3 		$225K Buy
1,450
+20
+1% +$3.1K 0.04% 139
2025
Q2 		$205K Sell
1,430
-60
-4% -$8.46K 0.04% 143
2025
Q1 		$249K Sell
1,490
-95
-6% -$14.9K 0.05% 132
2024
Q4 		$230K Buy
1,585
+39
+3% +$5.97K 0.05% 126
2024
Q3 		$228K Sell
1,546
-64
-4% -$9.53K 0.04% 126
2024
Q2 		$252K Buy
1,610
+66
+4% +$10.5K 0.05% 118
2024
Q1 		$244K Sell
1,544
-1
-0.1% -$151 0.06% 119
2023
Q4 		$230K Buy
1,545
+351
+29% +$53.1K 0.06% 119
2023
Q3 		$201K Buy
+1,194
New +$193K 0.06% 119

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

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

Opes Wealth Management increased its Chevron (CVX) stake by 2.1% in Q1 2026, buying an estimated $5.29K and bringing the position to 1,381 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #116.

Opes Wealth Management first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Opes Wealth Management held 1,381 shares of Chevron worth $286K as of Q1 2026.
  • Opes Wealth Management bought 29 Chevron shares in Q1 2026, an estimated $5.29K.
  • Chevron made up 0.05% of Opes Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Opes Wealth Management first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.