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Sendero Wealth Management’s Chevron CVX Stock Holding History

Sendero 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 		$1.32M Sell
6,392
-136
-2% -$24.8K 0.15% 87
2025
Q4 		$995K Buy
6,528
+400
+7% +$60.9K 0.11% 107
2025
Q3 		$952K Buy
6,128
+8
+0.1% +$1.24K 0.11% 107
2025
Q2 		$876K Sell
6,120
-130
-2% -$18.3K 0.11% 107
2025
Q1 		$1.05M Buy
6,250
+34
+0.5% +$5.32K 0.15% 87
2024
Q4 		$900K Buy
6,216
+7
+0.1% +$1.07K 0.13% 87
2024
Q3 		$914K Buy
6,209
+9
+0.1% +$1.34K 0.14% 87
2024
Q2 		$970K Sell
6,200
-349
-5% -$55.7K 0.16% 78
2024
Q1 		$1.03M Buy
6,549
+293
+5% +$44.2K 0.18% 75
2023
Q4 		$933K Buy
6,256
+8
+0.1% +$1.21K 0.18% 85
2023
Q3 		$1.05M Buy
6,248
+6
+0.1% +$969 0.23% 73
2023
Q2 		$982K Buy
+6,242
New +$1M 0.21% 78

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

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

Sendero Wealth Management reduced its Chevron (CVX) stake by 2.1% in Q1 2026, selling an estimated $24.8K and leaving 6,392 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #87.

Sendero Wealth Management first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sendero Wealth Management held 6,392 shares of Chevron worth $1.32M as of Q1 2026.
  • Sendero Wealth Management sold 136 Chevron shares in Q1 2026, an estimated $24.8K.
  • Chevron made up 0.15% of Sendero Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Sendero Wealth Management first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.