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Stone Summit Wealth’s Chevron CVX Stock Holding History

Stone Summit 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 		$263K Buy
+1,272
New +$232K 0.07% 132
2025
Q4 		– Sell
-1,483
Closed -$230K – 143
2025
Q3 		$230K Sell
1,483
-203
-12% -$31.4K 0.07% 136
2025
Q2 		$241K Buy
1,686
+100
+6% +$14.1K 0.07% 133
2025
Q1 		$265K Sell
1,586
-19
-1% -$2.97K 0.09% 129
2024
Q4 		$232K Sell
1,605
-83
-5% -$12.7K 0.08% 135
2024
Q3 		$249K Hold
1,688
– – 0.08% 133
2024
Q2 		$264K Sell
1,688
-7
-0.4% -$1.12K 0.09% 127
2024
Q1 		$267K Buy
1,695
+146
+9% +$22K 0.09% 131
2023
Q4 		$231K Sell
1,549
-47
-3% -$7.11K 0.09% 133
2023
Q3 		$269K Hold
1,596
– – 0.12% 126
2023
Q2 		$251K Hold
1,596
– – 0.1% 130
2023
Q1 		$260K Sell
1,596
-225
-12% -$37.7K 0.12% 120
2022
Q4 		$327K Sell
1,821
-80
-4% -$14K 0.16% 109
2022
Q3 		$273K Hold
1,901
– – 0.17% 111
2022
Q2 		$275K Sell
1,901
-50
-3% -$8.27K 0.16% 115
2022
Q1 		$318K Buy
+1,951
New +$280K 0.18% 113

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 $295B AUM 31.6% 1-Year Est. Return

Stone Summit Wealth's CVX Position: Q1 2026 in Review

Stone Summit Wealth opened a new position in Chevron (CVX) in Q1 2026: 1,272 shares worth $263K. The stake represents 0.07% of the portfolio and ranks #132 among its holdings. This is a return to the name: Stone Summit Wealth previously reported a position in CVX as recently as Q3 2025.

Stone Summit Wealth first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. The position peaked at $327K in Q4 2022. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Stone Summit Wealth held 1,272 shares of Chevron worth $263K as of Q1 2026.
  • Chevron was a new Stone Summit Wealth position in Q1 2026.
  • Chevron made up 0.07% of Stone Summit Wealth's portfolio in Q1 2026, its #132 holding.
  • Stone Summit Wealth first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • Stone Summit Wealth's Chevron position peaked at $327K in Q4 2022.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.