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Proactive Wealth Strategies’s Chevron CVX Stock Holding History

Proactive Wealth Strategies’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 		$1.11M Buy
5,348
+2,649
+98% +$483K 0.21% 100
2025
Q4 		$411K Sell
2,699
-4
-0.1% -$609 0.16% 104
2025
Q3 		$420K Buy
2,703
+30
+1% +$4.65K 0.18% 96
2025
Q2 		$383K Buy
2,673
+171
+7% +$24.1K 0.18% 97
2025
Q1 		$419K Sell
2,502
-94
-4% -$14.7K 0.22% 90
2024
Q4 		$376K Buy
2,596
+26
+1% +$3.98K 0.2% 93
2024
Q3 		$378K Buy
+2,570
New +$383K 0.21% 88

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Proactive Wealth Strategies's CVX Position: Q1 2026 in Review

Proactive Wealth Strategies increased its Chevron (CVX) stake by 98% in Q1 2026, buying an estimated $483K and bringing the position to 5,348 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #100.

Proactive Wealth Strategies first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,280 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Proactive Wealth Strategies held 5,348 shares of Chevron worth $1.11M as of Q1 2026.
  • Proactive Wealth Strategies bought 2,649 Chevron shares in Q1 2026, an estimated $483K.
  • Chevron made up 0.21% of Proactive Wealth Strategies's portfolio in Q1 2026, its #100 holding.
  • Proactive Wealth Strategies first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,280 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.