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Premier Path Wealth Partners’s Chevron CVX Stock Holding History

Premier Path Wealth Partners’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 		$3.08M Buy
14,905
+805
+6% +$147K 0.4% 56
2025
Q4 		$2.15M Sell
14,100
-1,314
-9% -$200K 0.28% 81
2025
Q3 		$2.39M Buy
15,414
+2,854
+23% +$442K 0.31% 74
2025
Q2 		$1.8M Sell
12,560
-184
-1% -$25.9K 0.25% 92
2025
Q1 		$2.13M Buy
12,744
+208
+2% +$32.6K 0.33% 70
2024
Q4 		$1.82M Buy
12,536
+2,419
+24% +$370K 0.28% 84
2024
Q3 		$1.49M Sell
10,117
-2,000
-17% -$298K 0.23% 100
2024
Q2 		$1.9M Buy
12,117
+1,144
+10% +$182K 0.32% 76
2024
Q1 		$1.73M Buy
10,973
+1,164
+12% +$176K 0.33% 79
2023
Q4 		$1.45M Buy
+9,809
New +$1.48M 0.32% 74

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

Premier Path Wealth Partners's CVX Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Chevron (CVX) stake by 5.7% in Q1 2026, buying an estimated $147K and bringing the position to 14,905 shares worth $3.08M. The position accounts for 0.4% of the portfolio, ranked #56.

Premier Path Wealth Partners first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Premier Path Wealth Partners held 14,905 shares of Chevron worth $3.08M as of Q1 2026.
  • Premier Path Wealth Partners bought 805 Chevron shares in Q1 2026, an estimated $147K.
  • Chevron made up 0.4% of Premier Path Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • Premier Path Wealth Partners first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.