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SFMG Wealth Advisors’s Chevron CVX Stock Holding History

SFMG Wealth Advisors’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 		$1.68M Buy
8,109
+350
+5% +$63.8K 0.11% 81
2025
Q4 		$1.18M Buy
7,759
+39
+0.5% +$5.94K 0.08% 98
2025
Q3 		$1.2M Buy
7,720
+611
+9% +$94.6K 0.08% 98
2025
Q2 		$1.02M Sell
7,109
-2,436
-26% -$343K 0.08% 102
2025
Q1 		$1.6M Sell
9,545
-239
-2% -$37.4K 0.13% 81
2024
Q4 		$1.42M Buy
9,784
+274
+3% +$41.9K 0.11% 86
2024
Q3 		$1.4M Sell
9,510
-938
-9% -$140K 0.11% 81
2024
Q2 		$1.63M Sell
10,448
-8,541
-45% -$1.36M 0.14% 74
2024
Q1 		$3M Sell
18,989
-378
-2% -$57K 0.26% 56
2023
Q4 		$2.89M Sell
19,367
-442
-2% -$66.8K 0.27% 52
2023
Q3 		$3.34M Buy
19,809
+244
+1% +$39.4K 0.34% 39
2023
Q2 		$3.08M Sell
19,565
-231
-1% -$37K 0.32% 43
2023
Q1 		$3.23M Sell
19,796
-1,092
-5% -$183K 0.35% 40
2022
Q4 		$3.75M Sell
20,888
-65
-0.3% -$11.3K 0.42% 33
2022
Q3 		$3.3M Buy
20,953
+8,947
+75% +$1.36M 0.39% 34
2022
Q2 		$1.74M Buy
12,006
+643
+6% +$106K 0.2% 61
2022
Q1 		$1.85M Buy
11,363
+897
+9% +$129K 0.18% 68
2021
Q4 		$1.23M Buy
10,466
+2,978
+40% +$338K 0.12% 88
2021
Q3 		$760K Sell
7,488
-1,272
-15% -$127K 0.08% 106
2021
Q2 		$918K Buy
8,760
+1,568
+22% +$166K 0.1% 95
2021
Q1 		$754K Sell
7,192
-1,793
-20% -$175K 0.09% 107
2020
Q4 		$759K Buy
8,985
+1,100
+14% +$89.1K 0.1% 100
2020
Q3 		$568K Buy
7,885
+967
+14% +$81.3K 0.08% 95
2020
Q2 		$617K Buy
6,918
+1,310
+23% +$117K 0.09% 82
2020
Q1 		$406K Sell
5,608
-11,553
-67% -$1.14M 0.06% 85
2019
Q4 		$2.07M Buy
17,161
+2,226
+15% +$262K 0.25% 36
2019
Q3 		$1.77M Buy
14,935
+4,224
+39% +$513K 0.24% 31
2019
Q2 		$1.32M Buy
10,711
+2,257
+27% +$273K 0.18% 35
2019
Q1 		$1.04M Buy
8,454
+2,033
+32% +$241K 0.15% 42
2018
Q4 		$699K Buy
6,421
+1,379
+27% +$160K 0.11% 55
2018
Q3 		$578K Buy
5,042
+517
+11% +$62.7K 0.09% 59
2018
Q2 		$572K Sell
4,525
-437
-9% -$54.2K 0.09% 64
2018
Q1 		$566K Buy
4,962
+293
+6% +$35K 0.1% 64
2017
Q4 		$585K Sell
4,669
-29
-0.6% -$3.44K 0.1% 65
2017
Q3 		$552K Sell
4,698
-818
-15% -$89.3K 0.11% 62
2017
Q2 		$575K Sell
5,516
-27
-0.5% -$2.86K 0.12% 56
2017
Q1 		$595K Sell
5,543
-67
-1% -$7.51K 0.12% 53
2016
Q4 		$660K Sell
5,610
-66
-1% -$7.19K 0.14% 56
2016
Q3 		$584K Sell
5,676
-66
-1% -$6.74K 0.13% 59
2016
Q2 		$602K Buy
5,742
+89
+2% +$8.95K 0.13% 59
2016
Q1 		$539K Sell
5,653
-1,179
-17% -$103K 0.12% 60
2015
Q4 		$615K Sell
6,832
-152
-2% -$13.7K 0.14% 66
2015
Q3 		$551K Buy
6,984
+168
+2% +$14.1K 0.13% 70
2015
Q2 		$658K Sell
6,816
-6,870
-50% -$721K 0.15% 68
2015
Q1 		$1.44M Buy
13,686
+6,866
+101% +$733K 0.12% 67
2014
Q4 		$765K Buy
6,820
+295
+5% +$33.5K 0.17% 68
2014
Q3 		$779K Buy
6,525
+802
+14% +$102K 0.24% 34
2014
Q2 		$747K Sell
5,723
-206
-3% -$25.6K 0.26% 31
2014
Q1 		$705K Buy
5,929
+8
+0.1% +$930 0.24% 32
2013
Q4 		$740K Buy
5,921
+8
+0.1% +$967 0.25% 33
2013
Q3 		$718K Buy
5,913
+7
+0.1% +$860 0.29% 31
2013
Q2 		$699K Buy
+5,906
New +$714K 0.28% 31

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 $336B AUM 34.66% 1-Year Est. Return

SFMG Wealth Advisors's CVX Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Chevron (CVX) stake by 4.5% in Q1 2026, buying an estimated $63.8K and bringing the position to 8,109 shares worth $1.68M. The position accounts for 0.11% of the portfolio, ranked #81.

SFMG Wealth Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.75M in Q4 2022. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • SFMG Wealth Advisors held 8,109 shares of Chevron worth $1.68M as of Q1 2026.
  • SFMG Wealth Advisors bought 350 Chevron shares in Q1 2026, an estimated $63.8K.
  • Chevron made up 0.11% of SFMG Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • SFMG Wealth Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • SFMG Wealth Advisors's Chevron position peaked at $3.75M in Q4 2022.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.