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Parcion Private Wealth’s Chevron CVX Stock Holding History

Parcion Private Wealth’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 		$12.2M Buy
59,108
+645
+1% +$118K 0.76% 26
2025
Q4 		$8.91M Sell
58,463
-1,511
-3% -$230K 0.54% 33
2025
Q3 		$9.31M Buy
59,974
+287
+0.5% +$44.4K 0.58% 34
2025
Q2 		$8.55M Buy
59,687
+2,908
+5% +$410K 0.61% 38
2025
Q1 		$9.5M Buy
56,779
+3,403
+6% +$533K 0.77% 31
2024
Q4 		$7.73M Buy
53,376
+1,203
+2% +$184K 0.59% 37
2024
Q3 		$7.68M Buy
52,173
+6,792
+15% +$1.01M 0.64% 35
2024
Q2 		$7.1M Buy
45,381
+566
+1% +$90.3K 0.65% 31
2024
Q1 		$7.07M Buy
44,815
+205
+0.5% +$30.9K 0.62% 32
2023
Q4 		$6.65M Buy
44,610
+6,923
+18% +$1.05M 0.61% 36
2023
Q3 		$6.35M Buy
37,687
+455
+1% +$73.5K 0.66% 35
2023
Q2 		$5.86M Buy
37,232
+1,147
+3% +$184K 0.59% 42
2023
Q1 		$5.89M Buy
36,085
+2,905
+9% +$487K 0.62% 38
2022
Q4 		$5.96M Sell
33,180
-4,582
-12% -$800K 0.65% 30
2022
Q3 		$5.42M Sell
37,762
-496
-1% -$75.6K 0.61% 37
2022
Q2 		$5.52M Sell
38,258
-4,694
-11% -$776K 0.54% 41
2022
Q1 		$7M Sell
42,952
-16,486
-28% -$2.36M 0.65% 34
2021
Q4 		$7.66M Buy
59,438
+1,143
+2% +$130K 0.69% 34
2021
Q3 		$6.39M Buy
58,295
+643
+1% +$64.1K 0.57% 47
2021
Q2 		$6.04M Buy
57,652
+965
+2% +$102K 0.6% 46
2021
Q1 		$5.94M Buy
56,687
+5,918
+12% +$578K 0.67% 36
2020
Q4 		$4.29M Sell
50,769
-2,031
-4% -$164K 0.57% 49
2020
Q3 		$3.76M Buy
52,800
+17,623
+50% +$1.48M 0.57% 37
2020
Q2 		$3.12M Buy
35,177
+27,940
+386% +$2.5M 0.53% 31
2020
Q1 		$524K Sell
7,237
-24,985
-78% -$2.47M 0.14% 96
2019
Q4 		$3.88M Buy
+32,222
New +$3.8M 0.85% 17

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

Parcion Private Wealth's CVX Position: Q1 2026 in Review

Parcion Private Wealth increased its Chevron (CVX) stake by 1.1% in Q1 2026, buying an estimated $118K and bringing the position to 59,108 shares worth $12.2M. The position accounts for 0.76% of the portfolio, ranked #26.

Parcion Private Wealth first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Parcion Private Wealth held 59,108 shares of Chevron worth $12.2M as of Q1 2026.
  • Parcion Private Wealth bought 645 Chevron shares in Q1 2026, an estimated $118K.
  • Chevron made up 0.76% of Parcion Private Wealth's portfolio in Q1 2026, its #26 holding.
  • Parcion Private Wealth first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.