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Stillwater Wealth Management Group’s Chevron CVX Stock Holding History

Stillwater Wealth Management Group’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 		$653K Buy
3,156
+811
+35% +$148K 0.4% 51
2025
Q4 		$357K Buy
2,345
+90
+4% +$13.7K 0.24% 57
2025
Q3 		$350K Buy
+2,255
New +$349K 0.25% 56
2025
Q1 		$595K Buy
3,555
+652
+22% +$102K 0.52% 40
2024
Q4 		$420K Buy
+2,903
New +$444K 0.38% 50

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Stillwater Wealth Management Group increased its Chevron (CVX) stake by 35% in Q1 2026, buying an estimated $148K and bringing the position to 3,156 shares worth $653K. The position accounts for 0.4% of the portfolio, ranked #51.

Stillwater Wealth Management Group first reported a position in CVX in Q4 2024 and has held it in 5 quarters since. 4,295 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Stillwater Wealth Management Group held 3,156 shares of Chevron worth $653K as of Q1 2026.
  • Stillwater Wealth Management Group bought 811 Chevron shares in Q1 2026, an estimated $148K.
  • Chevron made up 0.4% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #51 holding.
  • Stillwater Wealth Management Group first reported a position in Chevron in Q4 2024 and has held it in 5 quarters since.
  • 4,295 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.