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Private Wealth Advisors (California)’s Chevron CVX Stock Holding History

Private Wealth Advisors (California)’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 		$275K Sell
1,329
-51
-4% -$9.3K 0.08% 87
2025
Q4 		$210K Buy
1,380
+77
+6% +$11.7K 0.07% 88
2025
Q3 		$202K Sell
1,303
-1,141
-47% -$177K 0.07% 88
2025
Q2 		$350K Buy
2,444
+25
+1% +$3.52K 0.13% 73
2025
Q1 		$405K Buy
2,419
+23
+1% +$3.6K 0.15% 70
2024
Q4 		$347K Buy
2,396
+7
+0.3% +$1.07K 0.14% 72
2024
Q3 		$358K Buy
2,389
+25
+1% +$3.72K 0.14% 65
2024
Q2 		$370K Buy
2,364
+2
+0.1% +$319 0.14% 65
2024
Q1 		$373K Sell
2,362
-10
-0.4% -$1.51K 0.15% 63
2023
Q4 		$354K Sell
2,372
-44
-2% -$6.66K 0.14% 58
2023
Q3 		$407K Sell
2,416
-96
-4% -$15.5K 0.17% 59
2023
Q2 		$395K Sell
2,512
-119
-5% -$19.1K 0.16% 59
2023
Q1 		$429K Sell
2,631
-41
-2% -$6.87K 0.18% 60
2022
Q4 		$480K Sell
2,672
-24
-0.9% -$4.19K 0.16% 64
2022
Q3 		$387K Buy
2,696
+10
+0.4% +$1.52K 0.18% 56
2022
Q2 		$429K Buy
2,686
+6
+0.2% +$992 0.16% 57
2022
Q1 		$436K Sell
2,680
-12
-0.4% -$1.72K 0.14% 61
2021
Q4 		$316K Buy
2,692
+27
+1% +$3.07K 0.07% 79
2021
Q3 		$305K Buy
2,665
+33
+1% +$3.29K 0.07% 93
2021
Q2 		$276K Buy
2,632
+28
+1% +$2.96K 0.08% 78
2021
Q1 		$273K Buy
2,604
+37
+1% +$3.61K 0.09% 72
2020
Q4 		$239K Buy
+2,567
New +$208K 0.08% 66
2020
Q1 		– Sell
-2,478
Closed -$299K – 56
2019
Q4 		$299K Buy
2,478
+22
+0.9% +$2.59K 0.17% 68
2019
Q3 		$291K Sell
2,456
-38
-2% -$4.62K 0.19% 53
2019
Q2 		$307K Hold
2,494
– – 0.21% 50
2019
Q1 		$307K Buy
2,494
+22
+0.9% +$2.6K 0.21% 50
2018
Q4 		$269K Buy
+2,472
New +$286K 0.22% 47

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 $336B AUM 34.66% 1-Year Est. Return

Private Wealth Advisors (California)'s CVX Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its Chevron (CVX) stake by 3.7% in Q1 2026, selling an estimated $9.3K and leaving 1,329 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #87.

Private Wealth Advisors (California) first reported a position in CVX in Q4 2018 and has held it in 27 quarters since. The position peaked at $480K in Q4 2022. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Private Wealth Advisors (California) held 1,329 shares of Chevron worth $275K as of Q1 2026.
  • Private Wealth Advisors (California) sold 51 Chevron shares in Q1 2026, an estimated $9.3K.
  • Chevron made up 0.08% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #87 holding.
  • Private Wealth Advisors (California) first reported a position in Chevron in Q4 2018 and has held it in 27 quarters since.
  • Private Wealth Advisors (California)'s Chevron position peaked at $480K in Q4 2022.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.