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Prestige Wealth Management Group’s Chevron CVX Stock Holding History

Prestige Wealth Management Group’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 		$367K Buy
1,772
+85
+5% +$15.5K 0.07% 124
2025
Q4 		$257K Buy
1,687
+107
+7% +$16.3K 0.05% 148
2025
Q3 		$245K Buy
1,580
+857
+119% +$133K 0.05% 159
2025
Q2 		$104K Sell
723
-13
-2% -$1.83K 0.02% 203
2025
Q1 		$123K Sell
736
-6
-0.8% -$939 0.03% 186
2024
Q4 		$107K Buy
742
+6
+0.8% +$918 0.02% 197
2024
Q3 		$108K Hold
736
– – 0.02% 188
2024
Q2 		$115K Sell
736
-396
-35% -$63.1K 0.02% 165
2024
Q1 		$179K Sell
1,132
-99
-8% -$14.9K 0.04% 160
2023
Q4 		$184K Buy
1,231
+298
+32% +$45.1K 0.04% 144
2023
Q3 		$157K Sell
933
-2
-0.2% -$323 0.04% 150
2023
Q2 		$147K Buy
935
+70
+8% +$11.2K 0.03% 170
2023
Q1 		$141K Sell
865
-26
-3% -$4.36K 0.04% 161
2022
Q4 		$160K Buy
891
+48
+6% +$8.38K 0.04% 151
2022
Q3 		$122K Sell
843
-165
-16% -$25.2K 0.03% 160
2022
Q2 		$146K Buy
1,008
+26
+3% +$4.3K 0.04% 152
2022
Q1 		$160K Sell
982
-13,092
-93% -$1.88M 0.04% 156
2021
Q4 		$1.65M Sell
14,074
-2,092
-13% -$238K 0.39% 36
2021
Q3 		$1.64M Buy
16,166
+3,163
+24% +$315K 0.42% 36
2021
Q2 		$1.36M Buy
13,003
+72
+0.6% +$7.6K 0.36% 36
2021
Q1 		$1.35M Buy
12,931
+12,006
+1,298% +$1.17M 0.37% 38
2020
Q4 		$78K Sell
925
-441
-32% -$35.7K 0.02% 202
2020
Q3 		$99K Buy
1,366
+27
+2% +$2.27K 0.03% 174
2020
Q2 		$119K Sell
1,339
-144
-10% -$12.9K 0.04% 140
2020
Q1 		$108K Buy
1,483
+135
+10% +$13.3K 0.05% 119
2019
Q4 		$163K Sell
1,348
-47
-3% -$5.54K 0.09% 131
2019
Q3 		$165K Buy
1,395
+47
+3% +$5.71K 0.1% 118
2019
Q2 		$168K Hold
1,348
– – 0.1% 115
2019
Q1 		$166K Sell
1,348
-879
-39% -$104K 0.1% 117
2018
Q4 		$242K Buy
+2,227
New +$258K 0.18% 100

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

Prestige Wealth Management Group's CVX Position: Q1 2026 in Review

Prestige Wealth Management Group increased its Chevron (CVX) stake by 5% in Q1 2026, buying an estimated $15.5K and bringing the position to 1,772 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #124.

Prestige Wealth Management Group first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.65M in Q4 2021. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Prestige Wealth Management Group held 1,772 shares of Chevron worth $367K as of Q1 2026.
  • Prestige Wealth Management Group bought 85 Chevron shares in Q1 2026, an estimated $15.5K.
  • Chevron made up 0.07% of Prestige Wealth Management Group's portfolio in Q1 2026, its #124 holding.
  • Prestige Wealth Management Group first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Chevron position peaked at $1.65M in Q4 2021.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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