QPW
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Quantum Private Wealth’s Chevron CVX Stock Holding History

Quantum Private Wealth’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 		$481K Sell
2,327
-160
-6% -$29.2K 0.15% 96
2025
Q4 		$379K Sell
2,487
-200
-7% -$30.5K 0.11% 112
2025
Q3 		$417K Sell
2,687
-1,009
-27% -$156K 0.12% 114
2025
Q2 		$529K Buy
3,696
+97
+3% +$13.7K 0.17% 97
2025
Q1 		$602K Hold
3,599
– – 0.23% 80
2024
Q4 		$521K Sell
3,599
-20
-0.6% -$3.06K 0.17% 104
2024
Q3 		$533K Sell
3,619
-114
-3% -$17K 0.18% 107
2024
Q2 		$584K Buy
3,733
+9
+0.2% +$1.44K 0.21% 89
2024
Q1 		$587K Sell
3,724
-47
-1% -$7.09K 0.22% 88
2023
Q4 		$562K Buy
3,771
+250
+7% +$37.8K 0.24% 92
2023
Q3 		$594K Hold
3,521
– – 0.28% 81
2023
Q2 		$554K Buy
3,521
+1,538
+78% +$247K 0.26% 88
2023
Q1 		$324K Hold
1,983
– – 0.18% 125
2022
Q4 		$356K Buy
1,983
+96
+5% +$16.8K 0.23% 110
2022
Q3 		$271K Buy
+1,887
New +$288K 0.17% 132

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

Quantum Private Wealth's CVX Position: Q1 2026 in Review

Quantum Private Wealth reduced its Chevron (CVX) stake by 6.4% in Q1 2026, selling an estimated $29.2K and leaving 2,327 shares worth $481K. The position accounts for 0.15% of the portfolio, ranked #96.

Quantum Private Wealth first reported a position in CVX in Q3 2022 and has held it in 15 quarters since. The position peaked at $602K in Q1 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Quantum Private Wealth held 2,327 shares of Chevron worth $481K as of Q1 2026.
  • Quantum Private Wealth sold 160 Chevron shares in Q1 2026, an estimated $29.2K.
  • Chevron made up 0.15% of Quantum Private Wealth's portfolio in Q1 2026, its #96 holding.
  • Quantum Private Wealth first reported a position in Chevron in Q3 2022 and has held it in 15 quarters since.
  • Quantum Private Wealth's Chevron position peaked at $602K in Q1 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.