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Sculati Wealth Management’s Chevron CVX Stock Holding History

Sculati 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 		$3.77M Sell
18,224
-135
-0.7% -$24.6K 1.39% 21
2025
Q4 		$2.8M Sell
18,359
-284
-2% -$43.3K 0.99% 30
2025
Q3 		$2.89M Sell
18,643
-70
-0.4% -$10.8K 1.02% 29
2025
Q2 		$2.68M Sell
18,713
-354
-2% -$49.9K 1.01% 35
2025
Q1 		$3.19M Buy
19,067
+308
+2% +$48.2K 1.29% 19
2024
Q4 		$2.72M Sell
18,759
-1,304
-6% -$200K 1.07% 28
2024
Q3 		$2.95M Buy
20,063
+423
+2% +$63K 1.18% 22
2024
Q2 		$3.07M Buy
19,640
+75
+0.4% +$12K 1.31% 23
2024
Q1 		$3.09M Buy
19,565
+202
+1% +$30.5K 1.33% 22
2023
Q4 		$2.89M Buy
19,363
+85
+0.4% +$12.9K 1.35% 22
2023
Q3 		$3.25M Buy
19,278
+348
+2% +$56.2K 1.66% 14
2023
Q2 		$2.98M Buy
18,930
+26
+0.1% +$4.17K 1.5% 16
2023
Q1 		$3.08M Buy
18,904
+736
+4% +$123K 1.64% 14
2022
Q4 		$3.26M Buy
18,168
+210
+1% +$36.6K 1.83% 11
2022
Q3 		$2.58M Buy
17,958
+934
+5% +$142K 1.52% 15
2022
Q2 		$2.46M Buy
17,024
+313
+2% +$51.7K 1.41% 18
2022
Q1 		$2.72M Buy
16,711
+1,482
+10% +$213K 1.33% 18
2021
Q4 		$1.79M Buy
15,229
+990
+7% +$112K 0.86% 37
2021
Q3 		$1.45M Buy
14,239
+185
+1% +$18.5K 0.77% 41
2021
Q2 		$1.47M Buy
14,054
+535
+4% +$56.5K 0.78% 41
2021
Q1 		$1.42M Buy
13,519
+3,826
+39% +$374K 0.82% 42
2020
Q4 		$819K Buy
9,693
+205
+2% +$16.6K 0.54% 51
2020
Q3 		$683K Buy
9,488
+1,148
+14% +$96.6K 0.51% 50
2020
Q2 		$744K Buy
8,340
+1,464
+21% +$131K 0.63% 45
2020
Q1 		$498K Buy
6,876
+2,302
+50% +$227K 0.55% 50
2019
Q4 		$551K Buy
+4,574
New +$539K 0.49% 58

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

Sculati Wealth Management's CVX Position: Q1 2026 in Review

Sculati Wealth Management reduced its Chevron (CVX) stake by 0.74% in Q1 2026, selling an estimated $24.6K and leaving 18,224 shares worth $3.77M. The position accounts for 1.39% of the portfolio, ranked #21.

Sculati Wealth Management first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sculati Wealth Management held 18,224 shares of Chevron worth $3.77M as of Q1 2026.
  • Sculati Wealth Management sold 135 Chevron shares in Q1 2026, an estimated $24.6K.
  • Chevron made up 1.39% of Sculati Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Sculati Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.