Peloton Wealth Strategists’s Chevron CVX Stock Holding History

Peloton Wealth Strategists’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	$344K	Sell	1,664 -58	-3%	-$10.6K	0.14%	77
2025 Q4	$262K	Buy	1,722 +300	+21%	+$45.7K	0.1%	83
2025 Q3	$221K	Buy	1,422 +24	+2%	+$3.72K	0.09%	88
2025 Q2	$200K	Buy	1,398 +8	+0.6%	+$1.13K	0.08%	88
2025 Q1	$233K	Buy	+1,390	New	+$218K	0.1%	90
2017 Q3	–	Sell	-1,965	Closed	-$205K	–	67
2017 Q2	$205K	Hold	1,965	–	–	0.16%	69
2017 Q1	$211K	Hold	1,965	–	–	0.17%	67
2016 Q4	$231K	Hold	1,965	–	–	0.19%	73
2016 Q3	$202K	Buy	+1,965	New	+$201K	0.17%	73
2015 Q3	–	Sell	-2,981	Closed	-$288K	–	76
2015 Q2	$288K	Hold	2,981	–	–	0.23%	71
2015 Q1	$313K	Hold	2,981	–	–	0.24%	70
2014 Q4	$334K	Hold	2,981	–	–	0.25%	71
2014 Q3	$356K	Buy	2,981 +1,016	+52%	+$130K	0.28%	70
2014 Q2	$206K	Hold	1,965	–	–	0.18%	70
2014 Q1	$234K	Hold	1,965	–	–	0.19%	75
2013 Q4	$245K	Hold	1,965	–	–	0.2%	72
2013 Q3	$239K	Sell	1,965 -150	-7%	-$18.4K	0.2%	71
2013 Q2	$250K	Buy	+2,115	New	+$256K	0.22%	72

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Peloton Wealth Strategists's CVX Position: Q1 2026 in Review

Peloton Wealth Strategists reduced its Chevron (CVX) stake by 3.4% in Q1 2026, selling an estimated $10.6K and leaving 1,664 shares worth $344K. The position accounts for 0.14% of the portfolio, ranked #77.

Peloton Wealth Strategists first reported a position in CVX in Q2 2013 and has held it in 18 quarters since. The position peaked at $356K in Q3 2014. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Peloton Wealth Strategists held 1,664 shares of Chevron worth $344K as of Q1 2026.
Peloton Wealth Strategists sold 58 Chevron shares in Q1 2026, an estimated $10.6K.
Chevron made up 0.14% of Peloton Wealth Strategists's portfolio in Q1 2026, its #77 holding.
Peloton Wealth Strategists first reported a position in Chevron in Q2 2013 and has held it in 18 quarters since.
Peloton Wealth Strategists's Chevron position peaked at $356K in Q3 2014.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.