OWA
CVX icon

Outlook Wealth Advisors’s Chevron CVX Stock Holding History

Outlook Wealth Advisors’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 		$3.21M Sell
15,521
-71
-0.5% -$12.9K 0.78% 27
2025
Q4 		$2.38M Sell
15,592
-135
-0.9% -$20.6K 0.54% 37
2025
Q3 		$2.44M Buy
15,727
+1,671
+12% +$259K 0.61% 34
2025
Q2 		$2.01M Sell
14,056
-291
-2% -$41K 0.52% 37
2025
Q1 		$2.4M Buy
14,347
+1
+0% +$157 0.67% 27
2024
Q4 		$2.08M Sell
14,346
-247
-2% -$37.8K 0.6% 31
2024
Q3 		$2.15M Sell
14,593
-507
-3% -$75.5K 0.62% 33
2024
Q2 		$2.36M Buy
15,100
+544
+4% +$86.7K 0.74% 28
2024
Q1 		$2.3M Buy
14,556
+1,944
+15% +$293K 0.71% 31
2023
Q4 		$1.88M Sell
12,612
-82
-0.6% -$12.4K 0.66% 33
2023
Q3 		$2.14M Buy
12,694
+639
+5% +$103K 0.82% 30
2023
Q2 		$1.9M Buy
12,055
+22
+0.2% +$3.53K 0.72% 33
2023
Q1 		$1.96M Sell
12,033
-99
-0.8% -$16.6K 0.87% 27
2022
Q4 		$2.18M Sell
12,132
-62
-0.5% -$10.8K 1.03% 21
2022
Q3 		$1.75M Sell
12,194
-11
-0.1% -$1.68K 0.79% 32
2022
Q2 		$1.77M Sell
12,205
-1,295
-10% -$214K 0.72% 32
2022
Q1 		$2.2M Sell
13,500
-3,483
-21% -$500K 0.74% 27
2021
Q4 		$1.99M Sell
16,983
-1,478
-8% -$168K 0.59% 34
2021
Q3 		$1.87M Sell
18,461
-2,977
-14% -$297K 0.61% 40
2021
Q2 		$2.25M Buy
21,438
+609
+3% +$64.3K 0.72% 35
2021
Q1 		$2.18M Buy
20,829
+305
+1% +$29.8K 0.76% 32
2020
Q4 		$1.73M Sell
20,524
-3,379
-14% -$274K 0.63% 39
2020
Q3 		$1.72M Buy
23,903
+241
+1% +$20.3K 0.68% 34
2020
Q2 		$2.11M Sell
23,662
-343
-1% -$30.7K 0.89% 26
2020
Q1 		$1.74M Buy
24,005
+20,379
+562% +$2.01M 0.98% 28
2019
Q4 		$682K Sell
3,626
-26,111
-88% -$3.08M 0.38% 50
2019
Q3 		$3.53M Sell
29,737
-686
-2% -$83.3K 2.1% 8
2019
Q2 		$3.79M Buy
30,423
+886
+3% +$107K 2.5% 7
2019
Q1 		$3.64M Buy
29,537
+26,396
+840% +$3.12M 3% 6
2018
Q4 		$3.42M Buy
+3,141
New +$364K 1.56% 11

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

Outlook Wealth Advisors's CVX Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Chevron (CVX) stake by 0.46% in Q1 2026, selling an estimated $12.9K and leaving 15,521 shares worth $3.21M. The position accounts for 0.78% of the portfolio, ranked #27.

Outlook Wealth Advisors first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.79M in Q2 2019. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Outlook Wealth Advisors held 15,521 shares of Chevron worth $3.21M as of Q1 2026.
  • Outlook Wealth Advisors sold 71 Chevron shares in Q1 2026, an estimated $12.9K.
  • Chevron made up 0.78% of Outlook Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Outlook Wealth Advisors first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Outlook Wealth Advisors's Chevron position peaked at $3.79M in Q2 2019.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.