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Palumbo Wealth Management’s Chevron CVX Stock Holding History

Palumbo 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 		$829K Buy
4,005
+237
+6% +$43.2K 0.2% 82
2025
Q4 		$574K Buy
3,768
+13
+0.3% +$1.98K 0.14% 111
2025
Q3 		$496K Buy
3,755
+461
+14% +$71.4K 0.16% 90
2025
Q2 		$472K Sell
3,294
-350
-10% -$49.3K 0.15% 108
2025
Q1 		$610K Buy
3,644
+533
+17% +$83.4K 0.2% 78
2024
Q4 		$451K Buy
3,111
+23
+0.7% +$3.52K 0.17% 92
2024
Q3 		$455K Sell
3,088
-523
-14% -$77.8K 0.18% 92
2024
Q2 		$565K Buy
3,611
+23
+0.6% +$3.67K 0.24% 74
2024
Q1 		$566K Buy
3,588
+28
+0.8% +$4.22K 0.25% 71
2023
Q4 		$531K Buy
3,560
+586
+20% +$88.6K 0.27% 70
2023
Q3 		$502K Buy
2,974
+23
+0.8% +$3.71K 0.28% 66
2023
Q2 		$464K Buy
2,951
+321
+12% +$51.5K 0.28% 64
2023
Q1 		$429K Buy
2,630
+23
+0.9% +$3.86K 0.29% 64
2022
Q4 		$468K Buy
2,607
+9
+0.3% +$1.57K 0.37% 56
2022
Q3 		$373K Buy
2,598
+23
+0.9% +$3.51K 0.32% 59
2022
Q2 		$373K Buy
2,575
+19
+0.7% +$3.14K 0.3% 61
2022
Q1 		$416K Buy
2,556
+22
+0.9% +$3.15K 0.27% 65
2021
Q4 		$297K Buy
2,534
+27
+1% +$3.07K 0.19% 80
2021
Q3 		$254K Sell
2,507
-493
-16% -$49.2K 0.17% 83
2021
Q2 		$314K Buy
+3,000
New +$317K 0.21% 79

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

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

Palumbo Wealth Management increased its Chevron (CVX) stake by 6.3% in Q1 2026, buying an estimated $43.2K and bringing the position to 4,005 shares worth $829K. The position accounts for 0.2% of the portfolio, ranked #82.

Palumbo Wealth Management first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Palumbo Wealth Management held 4,005 shares of Chevron worth $829K as of Q1 2026.
  • Palumbo Wealth Management bought 237 Chevron shares in Q1 2026, an estimated $43.2K.
  • Chevron made up 0.2% of Palumbo Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Palumbo Wealth Management first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.