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Pursue Wealth Partners’s Chevron CVX Stock Holding History

Pursue 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 		$1.99M Buy
9,623
+7,250
+306% +$1.32M 1.19% 25
2025
Q4 		$362K Sell
2,373
-3,267
-58% -$498K 0.18% 73
2025
Q3 		$876K Buy
5,640
+179
+3% +$27.7K 0.48% 50
2025
Q2 		$782K Buy
+5,461
New +$770K 0.44% 52
2024
Q3 		– Sell
-2,709
Closed -$424K – 113
2024
Q2 		$424K Sell
2,709
-750
-22% -$120K 0.23% 64
2024
Q1 		$546K Hold
3,459
– – 0.32% 59
2023
Q4 		$516K Hold
3,459
– – 0.33% 55
2023
Q3 		$583K Hold
3,459
– – 0.41% 54
2023
Q2 		$544K Sell
3,459
-504
-13% -$80.8K 0.34% 61
2023
Q1 		$647K Buy
3,963
+1,145
+41% +$192K 0.44% 57
2022
Q4 		$506K Buy
2,818
+1,000
+55% +$175K 0.39% 63
2022
Q3 		$261K Sell
1,818
-83
-4% -$12.7K 0.19% 86
2022
Q2 		$275K Sell
1,901
-3,000
-61% -$496K 0.18% 90
2022
Q1 		$819K Sell
4,901
-3,885
-44% -$557K 0.34% 64
2021
Q4 		$1.03M Buy
+8,786
New +$998K 0.4% 56

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

Pursue Wealth Partners's CVX Position: Q1 2026 in Review

Pursue Wealth Partners increased its Chevron (CVX) stake by 306% in Q1 2026, buying an estimated $1.32M and bringing the position to 9,623 shares worth $1.99M. The position accounts for 1.19% of the portfolio, ranked #25.

Pursue Wealth Partners first reported a position in CVX in Q4 2021 and has held it in 15 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Pursue Wealth Partners held 9,623 shares of Chevron worth $1.99M as of Q1 2026.
  • Pursue Wealth Partners bought 7,250 Chevron shares in Q1 2026, an estimated $1.32M.
  • Chevron made up 1.19% of Pursue Wealth Partners's portfolio in Q1 2026, its #25 holding.
  • Pursue Wealth Partners first reported a position in Chevron in Q4 2021 and has held it in 15 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.