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Schrum Private Wealth Management’s Chevron CVX Stock Holding History

Schrum Private Wealth Management’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 		$1.44M Sell
6,964
-17
-0.2% -$3.1K 1.1% 22
2025
Q4 		$1.06M Sell
6,981
-143
-2% -$21.8K 0.79% 36
2025
Q3 		$1.11M Sell
7,124
-27
-0.4% -$4.18K 0.81% 32
2025
Q2 		$1.02M Sell
7,151
-93
-1% -$13.1K 0.82% 33
2025
Q1 		$1.21M Buy
7,244
+6
+0.1% +$939 1.07% 28
2024
Q4 		$1.05M Sell
7,238
-6,096
-46% -$933K 0.89% 31
2024
Q3 		$1.96M Buy
13,334
+5,958
+81% +$887K 1.01% 23
2024
Q2 		$1.15M Sell
7,376
-15
-0.2% -$2.39K 1.04% 27
2024
Q1 		$1.17M Buy
7,391
+1,415
+24% +$214K 1.06% 26
2023
Q4 		$891K Sell
5,976
-1,584
-21% -$240K 1.26% 20
2023
Q3 		$1.27M Buy
7,560
+5
+0.1% +$808 1.45% 17
2023
Q2 		$1.19M Buy
7,555
+5
+0.1% +$802 1.29% 19
2023
Q1 		$1.23M Buy
7,550
+194
+3% +$32.5K 1.42% 18
2022
Q4 		$1.32M Buy
7,356
+691
+10% +$121K 1.56% 17
2022
Q3 		$957K Buy
6,665
+101
+2% +$15.4K 1.21% 23
2022
Q2 		$950K Buy
6,564
+3
+0% +$496 1.07% 25
2022
Q1 		$1.03M Buy
6,561
+149
+2% +$21.4K 1.04% 26
2021
Q4 		$754K Buy
+6,412
New +$728K 0.69% 42

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

Schrum Private Wealth Management's CVX Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Chevron (CVX) stake by 0.24% in Q1 2026, selling an estimated $3.1K and leaving 6,964 shares worth $1.44M. The position accounts for 1.1% of the portfolio, ranked #22.

Schrum Private Wealth Management first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.96M in Q3 2024. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Schrum Private Wealth Management held 6,964 shares of Chevron worth $1.44M as of Q1 2026.
  • Schrum Private Wealth Management sold 17 Chevron shares in Q1 2026, an estimated $3.1K.
  • Chevron made up 1.1% of Schrum Private Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Schrum Private Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Chevron position peaked at $1.96M in Q3 2024.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.