Sterling Group Wealth Management’s Chevron CVX Stock Holding History

Sterling Group 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	$687K	Buy	3,319 +1,824	+122%	+$333K	0.32%	26
2025 Q4	$228K	Buy	1,495 +5	+0.3%	+$762	0.11%	50
2025 Q3	$231K	Buy	1,490 +4	+0.3%	+$619	0.11%	48
2025 Q2	$213K	Sell	1,486 -1,771	-54%	-$250K	0.12%	51
2025 Q1	$545K	Buy	3,257 +5	+0.2%	+$783	0.29%	26
2024 Q4	$471K	Sell	3,252 -407	-11%	-$62.3K	0.24%	31
2024 Q3	$539K	Buy	3,659 +6	+0.2%	+$893	0.29%	28
2024 Q2	$571K	Buy	+3,653	New	+$583K	0.33%	28
2024 Q1	–	Sell	-3,967	Closed	-$592K	–	14
2023 Q4	$592K	Sell	3,967 -557	-12%	-$84.2K	0.46%	23
2023 Q3	$763K	Buy	4,524 +529	+13%	+$85.4K	0.72%	16
2023 Q2	$629K	Buy	3,995 +16	+0.4%	+$2.56K	0.54%	20
2023 Q1	$649K	Buy	3,979 +184	+5%	+$30.8K	0.61%	21
2022 Q4	$681K	Buy	+3,795	New	+$662K	0.67%	17

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $295B AUM 31.6% 1-Year Est. Return

Sterling Group Wealth Management's CVX Position: Q1 2026 in Review

Sterling Group Wealth Management increased its Chevron (CVX) stake by 122% in Q1 2026, buying an estimated $333K and bringing the position to 3,319 shares worth $687K. The position accounts for 0.32% of the portfolio, ranked #26.

Sterling Group Wealth Management first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. The position peaked at $763K in Q3 2023. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Sterling Group Wealth Management held 3,319 shares of Chevron worth $687K as of Q1 2026.
Sterling Group Wealth Management bought 1,824 Chevron shares in Q1 2026, an estimated $333K.
Chevron made up 0.32% of Sterling Group Wealth Management's portfolio in Q1 2026, its #26 holding.
Sterling Group Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
Sterling Group Wealth Management's Chevron position peaked at $763K in Q3 2023.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.