SHP Wealth Management’s Chevron CVX Stock Holding History

SHP 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	$1.06M	Buy	5,123 +242	+5%	+$44.1K	0.08%	80
2025 Q4	$744K	Buy	+4,881	New	+$743K	0.06%	104

Other funds holding CVX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

SHP Wealth Management increased its Chevron (CVX) stake by 5% in Q1 2026, buying an estimated $44.1K and bringing the position to 5,123 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #80.

SHP Wealth Management first reported a position in CVX in Q4 2025 and has held it in 2 quarters since. 4,280 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

SHP Wealth Management held 5,123 shares of Chevron worth $1.06M as of Q1 2026.
SHP Wealth Management bought 242 Chevron shares in Q1 2026, an estimated $44.1K.
Chevron made up 0.08% of SHP Wealth Management's portfolio in Q1 2026, its #80 holding.
SHP Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 2 quarters since.
4,280 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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