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Paces Ferry Wealth Advisors’s Chevron CVX Stock Holding History

Paces Ferry 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 		$442K Sell
2,135
-209
-9% -$38.1K 0.18% 75
2025
Q4 		$357K Sell
2,344
-132
-5% -$20.1K 0.15% 88
2025
Q3 		$384K Buy
2,476
+611
+33% +$94.6K 0.16% 78
2025
Q2 		$267K Sell
1,865
-545
-23% -$76.8K 0.12% 97
2025
Q1 		$403K Buy
2,410
+11
+0.5% +$1.72K 0.2% 71
2024
Q4 		$347K Buy
2,399
+683
+40% +$105K 0.17% 79
2024
Q3 		$253K Sell
1,716
-738
-30% -$110K 0.15% 99
2024
Q2 		$384K Buy
2,454
+8
+0.3% +$1.28K 0.23% 73
2024
Q1 		$386K Buy
2,446
+52
+2% +$7.85K 0.25% 72
2023
Q4 		$357K Buy
2,394
+179
+8% +$27.1K 0.25% 75
2023
Q3 		$373K Buy
2,215
+7
+0.3% +$1.13K 0.3% 65
2023
Q2 		$347K Buy
2,208
+46
+2% +$7.38K 0.26% 71
2023
Q1 		$353K Buy
2,162
+305
+16% +$51.1K 0.28% 76
2022
Q4 		$333K Buy
1,857
+141
+8% +$24.6K 0.32% 74
2022
Q3 		$246K Buy
1,716
+37
+2% +$5.64K 0.27% 79
2022
Q2 		$243K Buy
1,679
+7
+0.4% +$1.16K 0.24% 87
2022
Q1 		$272K Sell
1,672
-1,492
-47% -$214K 0.22% 92
2021
Q4 		$371K Sell
3,164
-656
-17% -$74.5K 0.27% 75
2021
Q3 		$387K Sell
3,820
-77
-2% -$7.68K 0.31% 76
2021
Q2 		$408K Buy
3,897
+129
+3% +$13.6K 0.31% 72
2021
Q1 		$395K Buy
+3,768
New +$368K 0.34% 69
2020
Q4 		– Sell
-3,437
Closed -$247K – 353
2020
Q3 		$247K Buy
+3,437
New +$289K 0.22% 84

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

Paces Ferry Wealth Advisors's CVX Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its Chevron (CVX) stake by 8.9% in Q1 2026, selling an estimated $38.1K and leaving 2,135 shares worth $442K. The position accounts for 0.18% of the portfolio, ranked #75.

Paces Ferry Wealth Advisors first reported a position in CVX in Q3 2020 and has held it in 22 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Paces Ferry Wealth Advisors held 2,135 shares of Chevron worth $442K as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 209 Chevron shares in Q1 2026, an estimated $38.1K.
  • Chevron made up 0.18% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #75 holding.
  • Paces Ferry Wealth Advisors first reported a position in Chevron in Q3 2020 and has held it in 22 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.