PJWM
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Philip James Wealth Mangement’s Chevron CVX Stock Holding History

Philip James Wealth Mangement’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 		$13.5M Sell
65,202
-1,287
-2% -$235K 1.55% 10
2025
Q4 		$10.1M Buy
66,489
+15,400
+30% +$2.35M 1.17% 19
2025
Q3 		$7.93M Sell
51,089
-59
-0.1% -$9.14K 0.93% 27
2025
Q2 		$7.32M Buy
51,148
+14,936
+41% +$2.11M 0.93% 25
2025
Q1 		$6.06M Sell
36,212
-375
-1% -$58.7K 0.74% 30
2024
Q4 		$5.3M Sell
36,587
-1,845
-5% -$282K 0.69% 35
2024
Q3 		$5.66M Buy
+38,432
New +$5.72M 0.7% 34
2024
Q2 		– Sell
-1,414
Closed -$223K – 79
2024
Q1 		$223K Sell
1,414
-1,793
-56% -$271K 0.16% 69
2023
Q4 		$478K Buy
+3,207
New +$485K 0.37% 34

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

Philip James Wealth Mangement's CVX Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Chevron (CVX) stake by 1.9% in Q1 2026, selling an estimated $235K and leaving 65,202 shares worth $13.5M. The position accounts for 1.55% of the portfolio, ranked #10.

Philip James Wealth Mangement first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Philip James Wealth Mangement held 65,202 shares of Chevron worth $13.5M as of Q1 2026.
  • Philip James Wealth Mangement sold 1,287 Chevron shares in Q1 2026, an estimated $235K.
  • Chevron made up 1.55% of Philip James Wealth Mangement's portfolio in Q1 2026, its #10 holding.
  • Philip James Wealth Mangement first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.