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Simplicity Wealth’s Chevron CVX Stock Holding History

Simplicity Wealth’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 		$6.04M Buy
29,175
+3,877
+15% +$707K 0.34% 63
2025
Q4 		$3.86M Buy
25,298
+1,182
+5% +$180K 0.23% 101
2025
Q3 		$3.74M Sell
24,116
-11,831
-33% -$1.83M 0.22% 107
2025
Q2 		$5.15M Buy
35,947
+18,785
+109% +$2.65M 0.21% 110
2025
Q1 		$2.87M Buy
17,162
+11,032
+180% +$1.73M 0.22% 111
2024
Q4 		$888K Sell
6,130
-6,084
-50% -$931K 0.19% 102
2024
Q3 		$1.8M Sell
12,214
-63,979
-84% -$9.52M 0.17% 121
2024
Q2 		$11.9M Buy
76,193
+6,019
+9% +$960K 0.27% 78
2024
Q1 		$11.1M Buy
70,174
+68,534
+4,179% +$10.3M 0.26% 78
2023
Q4 		$245K Buy
+1,640
New +$248K 0.09% 155

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

Simplicity Wealth's CVX Position: Q1 2026 in Review

Simplicity Wealth increased its Chevron (CVX) stake by 15% in Q1 2026, buying an estimated $707K and bringing the position to 29,175 shares worth $6.04M. The position accounts for 0.34% of the portfolio, ranked #63.

Simplicity Wealth first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.9M in Q2 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Simplicity Wealth held 29,175 shares of Chevron worth $6.04M as of Q1 2026.
  • Simplicity Wealth bought 3,877 Chevron shares in Q1 2026, an estimated $707K.
  • Chevron made up 0.34% of Simplicity Wealth's portfolio in Q1 2026, its #63 holding.
  • Simplicity Wealth first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Chevron position peaked at $11.9M in Q2 2024.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.